Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Join me and our local Thrivent Member Network to attend Charitable Strategies to Maximize Impact. Explore how you can enhance your overall financial plan. I'm looking forward to it and I'd love for you to be there!
Wednesday, September 16th
6:00 PM
Missouri Athletic Club West
177 Des Peres Rd
St. Louis MO
Secure your spot at the link below.
https://www.eventbrite.com/e/charitable-strategies-to-maximize-impact-st-louis-tickets-1992492309133?aff=FApromo
No products will be sold.
We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? A Lifetime Gift is for anyone who wants tools to help you talk to loved ones and prepare. Certified Celebrant Shelly Halverson offers conversation starters and a practical checklist with encouraging instructions. These sessions are hosted by Financial Advisor, Wendy Stevens.
Session 1
Wednesday, August 26th, 2026 6:30 p.m. CT
Geno’s Trattoria & Chophouse
114 West Mill Street Waterloo, IL
Register for Session 1 at the link below:
https://forms.office.com/Pages/ResponsePage.aspx?id=uUYFAv3dm0WJ0RKlPyel4qJafRmSUdNPtWpblAdU8w1UNTNMNDUyMklXQVdLQ0hINzVZRlpaV1BDRy4u
Session 2
Thursday, August 27, 2026 6:30 p.m. CT
Lieferbrau Brewery
Register for Session 2 at the link below:
https://forms.office.com/Pages/ResponsePage.aspx?id=uUYFAv3dm0WJ0RKlPyel4qJafRmSUdNPtWpblAdU8w1UNTNMNDUyMklXQVdLQ0hINzVZRlpaV1BDRy4u
No products will be sold.
Some annuities provide for inflation-adjusted payments, which can potentially help maintain your financial security during unpredictable times. Explore key details about this type of contract and if it suits your individual needs: https://bit.ly/4oHggWt
Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:
1) Discover annuity basics: https://bit.ly/4goM2pe
2) Learn how annuities are taxed: https://bit.ly/4ozlVOi
3) Explore different types of annuities: https://bit.ly/4vRyUgO
Feel free to reach out with any questions you might have as you research. Here to be a resource for you.
Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz
“May the God of hope fill you with all joy and peace as you trust in him, so that you may overflow with hope by the power of the Holy Spirit.” - Romans 15:13
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
