News and Insights
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.
The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving.
Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4
See thrivent.com/social for important disclosures.
Did you know noncash assets may be given for charitable purposes? This can be any combination of wealth you may hold outside of cash on hand and money in your bank account, including:
• Publicly traded stock and mutual funds
• Privately held stock
• Cryptocurrency
• Farm and business equipment
• Real estate
• Life insurance
Gifts of noncash assets may be utilized to amplify your charitable giving impact and are a great way to positively impact your favorite causes. Together, let’s explore options beyond giving the cash in your bank account.
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
A donor-advised fund, or a DAF, is a great financial vehicle for your charitable giving strategy. Simply give money to your account, watch it grow, and grant it out to the organizations and causes closest to your heart!
To learn more about donor-advised funds, watch this video: https://bit.ly/donor-advised-fund
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
Thanking all who have served and their families, today and every day.
"Do everything in love." - 1 Corinthians 16:14
Why does this matter?
Not having a will or estate plan in place could mean:
— your wishes aren’t honored
— loved ones are left with a high tax bill
— money is wasted on lawyer fees and court costs
Let’s get your estate plan in place today so there’s a seamless tomorrow.
See thrivent.com/social for important disclosures.
It’s a big number. But starting to save for college early can make it more manageable. And there are college savings plan options available to you. Each offers certain advantages as well as potential tax and financial aid implications.
Discover your options here: https://bit.ly/3zeBMwP
Who else needs a tissue?
It really does come so fast.
So cherish every moment.
And plan for their education expenses as early as possible.
Need help? Here when you’re ready.