News and Insights
As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.
Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT
Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr
Here to connect you or your loved ones to resources that can help.
Investing basics: The complete guide for beginners
Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing. If you’d like to align your investments with your financial goals, let’s set up a meeting.
Do you have experience in real estate, education, social ministry or the military? You already have the skills needed to be a successful financial advisor.
If you’re looking for a change of scenery, check out Thrivent’s financial advisor career opportunities: thriventcareers.com/4aD7rGr
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
Is your investment approach more hands on, or do you prefer to keep it casual?
Understanding the differences between investment approaches can help you take control. >> https://bit.ly/4hQcEgs
See thrivent.com/social for important disclosures.
As tax season approaches, here’s your reminder to get started ahead of time.
Here are four reasons to file early:
✅ Faster tax refunds
✅ Extra time to make a payment if you owe
✅ Reduce risk of someone else pocketing your refund
✅ Avoid tax deadline stress or having to file an extension
See thrivent.com/social for important disclosures.
Snowball method - Pay off smallest debt first. Quick wins, big motivation.
Avalanche method - Pay off highest-interest debt first. Save more long-term.
Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.
Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.
Take control of your everyday money decisions with Thrivent. Our free 1:1 coaching program through Money Canvas®️ is a great step to help you spend smarter and save more. 🌟
🔗 thrivent.com/moneycanvas
Owning a home can be a chance to plant roots and thrive within a community. 🏠
Consider 5 key steps to make that dream a reality:
1️⃣ Set monthly savings goals
2️⃣ Explore <20% down payment options
3️⃣ Save for unexpected costs
4️⃣ Use high interest savings
5️⃣ Be flexible
Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA
