News and Insights
Make the most of all you’ve been given. Here are 5 ways you can expand your impact by donating to a charity: https://bit.ly/3YiRwIO
You can help minimize tax burdens by implementing tax efficiency within your financial plan. Explore different diversification strategies: https://bit.ly/4eEftz8
Let’s connect if you’d like to discuss your options for tax-efficient moves.
Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U
Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.
"You will go out in joy and be led forth in peace; the mountains and hills will burst into song before you, and all the trees of the field will clap their hands." - Isaiah 55:12
Wishing you health and prosperity in the year ahead!
From our team to your families, wishing you a very Merry Christmas!
Avoid adding more stress to the holiday season by making sure you’re not a target of phishing scams. Hackers tend to be most active during the distracting weeks leading up to Christmas. Here are some tips to stay vigilant: https://bit.ly/4eZ2EQ7
As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.
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.
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.
Happy Thanksgiving! Hoping this Thanksgiving has you counting your blessings!
How do taxes on Social Security work?
Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.