Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.
Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Thinking about putting together an investment portfolio and not sure where to begin? Consider these 4 steps before diving in.
Let’s connect if you’d like to discuss how investing can help you reach your financial goals.
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Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
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.
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?
Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
Annuities explained: Basics, types & FAQsDepending on the financial goals you want to reach in retirement, you may want to consider adding an income stream to supplement retirement savings. Perhaps you want to travel more, help fund your grandchild’s future college education or spend how you see fit.
Learn more about annuities and how they may provide additional income for you in retirement. ⬇️
Are you and your partner on the same page about your finances? Having a clear understanding of each other’s financial perspectives and goals can bring you closer as a couple. Here are tips for starting those conversations: https://bit.ly/4iAWWph
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
Pros & cons of paying off your mortgage before you retireIf you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire?
While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
Make the most out of your empty nestIt’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.
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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together.
If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet.
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