With the year coming to an end, now’s the time for a financial check-in. What can be done to still maximize 2024? Let’s reflect, adjust, and plan for an even stronger 2025!
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#finance #wealth #community
#YearEndCheckIn #FinancialPlanning #NewYearPrep
Getting it done early helps reduce stress and gets your financial plans are on track. Have questions or need help? We're here to guide you through it. Let's make sure you're ready before time runs out!
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.
Start planning for retirement, today!
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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. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
We can help with that!
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See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Even a small amount each month can make a huge impact over time. Let’s talk about easy ways to get started!
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#RetirementPlanning #FutureYou
Want to explore how RMD strategies that may benefit you? Let’s create a personalized strategy together!
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.
You'll have an entire team of financial professionals building a dedicated strategy focusing on what's important to you.
https://connect.thrivent.com/voyage-financial-advisors
For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025.
Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Beth is an innovative, knowledgeable and compassionate professional with a shared vision to help our clients achieve their most important financial goals and dreams.
📧elizabeth.oestreich@thrivent.com
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For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
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For disclosure information, see thrivent.com/social.
Collaborate with us to develop your #retirement income strategy.
https://connect.thrivent.com/voyage-financial-advisors
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Contact us to learn more about putting a plan together for your future.
https://connect.thrivent.com/voyage-financial-advisors
#goals #lovedones #family #finance #retirement
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Our team features #innovative, #knowledgeable and #compassionate professionals with a shared vision to help our clients achieve their most important financial goals and dreams.
📌https://connect.thrivent.com/voyage-financial-advisors
For disclosure information, see thrivent.com/social.
Schedule an appointment so you can start living with confidence and clarity.
For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Everything we do is in service of our members. Our unique business model enables a member-focused, long-term view to everything we do and the investments we make, helping individuals and their communities thrive.
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For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#invested #service #business #community #thrive
As part of our conversation, we can walk you through the What-If Calculator—a unique tool designed to help you better understand the implications of your financial decisions.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
It's important to review your social security earnings statement on a consistent basis as soon as you start paying social security. We can help you examine them!
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. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration
Longer life spans, health care inflation, and high health costs for early retirees are driving these numbers. Let’s review your plans to cover health expenses in both early and late retirement.
***According to https://www.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
It's that time of year again—pumpkin spice everything! But let’s make sure your financial advice is as comforting as your favorite fall drink. 🎃☕ What’s one goal you're working on this fall?
For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.