News and Insights
Thank you to those who serve our country, both past, present and future!
We wish you and your families a safe and joyful 4th of July!
Ideally, you’d try to balance both paying off debt and saving, but you may have to prioritize one over the other depending on your resources and personal situation. And that’s okay.
Here are things to consider if you are debating which one to prioritize. ➡️ https://bit.ly/42j8NCe
Estate planning guide: Essential documents & checklist
As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
Summer is here -- hope you're finding your favorite activities to enjoy this season!
So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals.
Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook
Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
There are several options for giving wealth beyond the cash in your bank account to amplify your impact and create the change that matters most to you—including giving noncash assets. These range from public or private stock, real estate, life insurance and more.
Want to explore options for giving beyond the cash in your bank account? Let’s connect!
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.
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.
Help build your kids a path to success by teaching them financial literacy early on. You can help empower them with a strong financial foundation that will give them confidence for future money management.
Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals. >> https://bit.ly/3GzkT2U
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
Paying for a college degree may involve leaning on loans to help cover the costs. Choosing the right type of loan for you can bring more affordable payments and savings on interest charges. Learn more: https://bit.ly/40EMK8d
Diversifying your portfolio can help manage risk when markets fluctuate. 📈 While it may help protect against losses, it may also limit gains. Learn more about how applying risk tolerance can inform your portfolio diversification: https://bit.ly/4gAwlrA
Thank you to those who have and do serve our country!
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q
Let’s connect if you’d like to take the next step.
Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW