What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Wealth transfer strategies: How to leave assets to your loved onesRemember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.
Let’s work together to create lasting a legacy. 👇🏼
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred investment growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
#AnnuityAwarenessMonth
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How annuities work & when you might need oneShould an annuity be part of your retirement strategy? Take a look at the different types of annuities and why you might want to consider one.
Thrivent offers four types of #lifeinsurance: Term, Whole, Universal and Variable. Not sure which one is right for you and your family? I'm here to help you navigate your options and select the best plan.
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What is the best way to save for retirement?While preparing for retirement looks different for everyone, a holistic savings strategy often has three key components:
1. Investments
2. Social Security
3. Other guaranteed income sources
Check out this article to learn more about each, plus common retirement saving roadblocks to avoid.
Thrivent proudly celebrates another year of ethical recognitionFor the 12th year in a row, Thrivent has been named one of the World’s Most Ethical Companies. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
What to do with your 401(k) when you're leaving your jobTransitioning to a new career and not sure what to do with your 401(k)? Whether you transfer it to your new employer or leave it with your old employer, these pros and cons may help you decide what to do next.
Pairing a Roth IRA with your 401(k)Having a 401(k) may not cover all of your retirement needs. Have you considered pairing a Roth IRA with your Traditional 401(k)? Here are some benefits of having both.
Roth IRA benefits go beyond retirementDid you know that your Roth IRA can be used for more than retirement? It can also be used towards purchasing a new home or college funding. Read further for more details.
Meet America’s Best Insurance Companies 2023At Thrivent, serving our clients is at the heart of everything we do. I’m so proud our organization has been recognized by Forbes as one of America’s Best Insurance Companies in 2023 – it speaks to our unwavering commitment to providing best-in-class solutions and an exceptional experience that helps our clients achieve financial clarity, enabling lives full of meaning and gratitude.
See Thrivent featured in this Forbes article below.
The material presented includes information provided by a party not related to Thrivent. It has been obtained from sources deemed reliable; but no independent verification has been made, nor is its accuracy or completeness guaranteed. Forbes is not affiliated with or endorsed by Thrivent.
Investing $50 a month could add up nicely for your retirementMyth: You need a few thousand dollars to begin investing.
Truth: Although investing involves risk, through time and the power of compounding, a $50-a-month investment can contribute significantly to larger financial goals.
Learn more about why investing earlier on is beneficial.
Inflation stressing you out? Fight back with Money Canvas—Thrivent’s free online coaching program that helps you gain confidence and control over day-to-day money decisions.
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The ultimate guide to retirement savings by agePreparing for retirement looks different for each person. Thrivent’s Ultimate Guide to Retirement by Age is a helpful resource if you are looking for general benchmarks on how much you should be saving during each decade of your life.
Find your own financial clarityYour financial strategy should lighten your step, not weigh you down. Together, we can take a closer look at options to help you navigate your unique financial journey.
Thanks to all who participated in the #LiveGenerously T-shirt vote! The results are in and the winning design is below. The new shirts will be available in January. Excited to see everyone giving back in style next year!
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? We can set up time to talk more about your life insurance options.
(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)