Whether you're saving for a goal or investing for the future, the #compounding effect can help amplify your financial success. Start early, stay consistent, and let your money do the heavy lifting! 💡💸 #SmartInvesting #WealthBuilding For disclosure information, see thrivent.com/social
Learn how the Secure Act 2.0 effects you! Review the details with our team of professionals.
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For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.
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Thrivent was one of only 136 companies worldwide to make the list. For details, visit worldsmostethicalcompanies.com
"World's Most Ethical Companies" and "Ethisphere" names and marks are registered trademarks of Ethisphere LLC. For details, visit worldsmostethicalcompanies.com
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Cathy joined Thrivent in 2022 after spending 24 years in the pharmaceutical sales industry in southeastern Wisconsin. She has returned to her hometown of Iron River, MI, where she is actively engaging with the community and her church. As the second oldest of six siblings, she values family and cherishes her role as an aunt to 16 nieces and nephews. In September 2023, Cathy married her husband, Craig. They both share a love for outdoor activities such as snowmobiling, side-by-side riding, fishing, and campfires.
📧cathy.richardson@thrivent.com
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Let's connect to stress test your #plan.
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#retirement
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A Simplified Employee Pension Plan (SEP) is a retirement plan established by a business owner, typically a small business owner. Once the employer has established the SEP plan, employees are then notified to get their own SEP IRA account setup so the employer can then make contributions on behalf of the employee. SEP IRAs are like a Traditional IRA and allow employees to control their retirement funds. Learn about the features, rules, and limits of a SEP IRA.
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
Are you also sure that your plan is not ignoring the things that have changed and still are changing?
If you can not say 100% YES to these questions, then… let’s take a look.
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Happy 4th of July! Wishing you and your loved ones a day filled with patriotism, celebration, and reflection on the values that make our country great❤️💙
Time to connect with our team of professionals.
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This is an important question to ask yourself.....
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#Proactively planning for life's events and reviewing, expanding and adjusting your plan along the way can help you keep control.
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If you have questions or want to learn more about how to confidently plan for your financial future, contact us, today!
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
#MultigenerationalLegacy #FinancialEmpowerment #LegacyPlanning
As a holistic financial services organization owned by our clients, we’re here to help you achieve financial clarity and make the most of all you’ve been given.
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How do you plan on making your retirement #income last?
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#annuity
At Thrivent, we’re passionate about giving back and invite you to join us this summer. If you’re interested in impacting your community with one of your Thrivent Action Teams, consider one of the listed ideas. Together we can live generously!❤️
Use the promo code SOS2024 when you apply and receive a surprise and delight as a thank you!
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Explore the possibilities with our team.
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As long as the insurance remains in force. Future insurability exists when a GPO or GIO rider is purchased at issue as a juvenile, subject to coverage limitations. Riders are optional and available for an additional cost.
Your personalized path to achieving financial clarity.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The premiums you pay secure you a monthly benefit amount for a set term or until you can return to work. If you’re ever unable to work due to an illness or injury, disability income insurance can:
🔸Replace income.
🔸Help you retain your savings.
🔸Help you pay expenses.
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Keep in mind that these services can be provided on their own or together for a more
holistic strategy.
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