S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all!Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent!To learn more or submit nominations: https://bit.ly/4jzZuF7
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan.1. Identify where you are.2. Define financial success so you can outline your goals.3. Uncover some events that might move you further away from your goals.Learn more about what makes up a solid financial plan and the process for creating your own.Disclosures: thrivent.com/social
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now.
As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo
Solo 401(k): Definition, rules & taxesBeing your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️
Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given.See thrivent.com/social for important disclosures.
As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.
Preparing for the future means having a strategy that can help your family make decisions about your care needs down the road. Learn more about extended care planning: https://bit.ly/4hqEDUu
It’s a big number. But starting to save for college early can make it more manageable. And there are college savings plan options available to you. Each offers certain advantages as well as potential tax and financial aid implications.Discover your options here: https://bit.ly/3zeBMwP
Life insurance may be an important resource for your small business. It can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. Learn more about how life insurance can help protect your small business: https://bit.ly/4ds6lgB
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.#AnnuityAwarenessMonth
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/42gGcf6
There are a lot of factors to consider when determining your life insurance need. This life insurance calculator is a great starting point: https://bit.ly/3RnZFbNWhen you’re ready, please contact us to schedule a personalized consultation. Together, we’ll explore your options and determine the amount of protection that’s right for your family.
What's happening at Thrivent: Fall 2023Exciting news at Thrivent this Fall 2023! 🍁🖥️ Enhanced Online Experience: Thrivent.com has a fresh look, making it easier to manage your accounts. Expect improvements like quick access to actions, simplified Thrivent Choice®️, and more for Mutual Funds. The rollout is ongoing.🏆 Gold Stevie®️ Award: Thrivent wins Company of the Year for its financial performance and purpose-based approach.📈 Strength and Stability: Top rating agencies, like AM Best, S&P Global Ratings, and Moody’s Investor’s Service, reaffirm our financial strength.Dive deeper into what's happening at Thrivent this Fall. 👇#Thrivent #FinancialStability #ClientEmpowerment
Ready to take the next step in your financial journey? Let's connect. 🚀💼🌟See thrivent.com/social for disclosures.#FinancialGoals #FinancialPlanning #FinancialAdvisor
Retirement is full of possibilities, but it's important to prepare for unexpected twists along the way: 🏥 Unplanned health care 🏠 Home maintenance 📉 Market volatility 💃🏽 Surprise dance parties Let’s discuss how the right strategy can safeguard your assets for the long run.
