News and Insights
Why does this matter?
Not having a will or estate plan in place could mean:
— your wishes aren’t honored
— loved ones are left with a high tax bill
— money is wasted on lawyer fees and court costs
Let’s get your estate plan in place today so there’s a seamless tomorrow.
See thrivent.com/social for important disclosures.
Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆
The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively.
The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO
Imagine the relief your beneficiaries will experience when you leave them a plan that’s already been well thought through. That’s the power of estate planning.
See thrivent.com/social for important disclosures.
Pro tip: Set a yearly calendar reminder to check your beneficiary designations. It just takes a few minutes to add it to your phone.
Basics of a financial plan: What it is & getting started
Let's pursue your financial goals, together. We 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
Wishing you and your loved ones a safe and relaxing Labor Day.
Disability insurance helps keep the income your busy life depends on coming in, even if your ability to earn is impacted. Want a quick check-up on your current disability insurance coverage? Let’s schedule some time to talk about your coverage needs.
See thrivent.com/social for important disclosures.