News and Insights
Knowing you have a plan for the future feels good.
Planning for extended care is an opportunity to think about your future health care needs and associated costs. Receive care on your own terms by making your wishes clear. This can help prevent stress for you and your loved ones. Let’s connect if you’d like to discuss further.
Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. 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
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.
Whatever grade they’re in, there’s a game plan that can help you save for their college education. Need some help? Let’s talk through your options. There are products and tools that can meet you where you’re at.
See thrivent.com/social for important disclosures.
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
Have you thought about business succession planning? What happens when you retire? Here are some things to consider when planning for the future: https://bit.ly/3YiOC6S
Have you ordered your 2025 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting on life and their everyday blessings. Order yours today: https://bit.ly/4eBsNVe
There are several 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/4etFAt2
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
Our financial advisors are invested in their community's success and have a heart for helping others. Does that sound like you?
No prior financial experience needed. Explore this opportunity today: thriventcareers.com/4efmx5Q
You’ve been working hard to prepare for retirement. Now, let's help make sure you're protected from market and economic uncertainty. Together, we can review your current strategy and make any adjustments to help you stay on track.
See thrivent.com/social for important disclosures.
Navigating open enrollment: 5 ways to make the best choices for your family
With open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.
