David Petz - Thrivent

Wishing you and your loved ones a safe and relaxing Labor Day.

Ready to level up your investing knowledge? Start with these 3 articles:​
​
1) How inflation impacts investments: https://bit.ly/4e0pR7i​
2) Investing in volatile markets: https://bit.ly/4efTwZ0
3) Strategic asset allocation: https://bit.ly/4e4Wcdh

An annuity is an insurance contract that can guarantee income in retirement. It can help address a concern a lot of retirees have: outliving their savings. Discover some of the basics about annuities and how one can be customized to fit your needs: https://bit.ly/4goM2pe

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Wealth transfer Maximize your impact with a financial strategy that minimizes taxes.

Have a fun and memorable Fourth of July celebration!

Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️

Maximizing Social Security for married couples: How it works & spousal strategies to consider For married couples, a smart Social Security strategy considers both spouses' projected benefits and life expectancies. Creating a claiming plan together can help you maximize your shared retirement income.

Sending love and gratitude to all the dads and father figures who made us who we are today. Happy Father’s Day!

What are common mistakes people make when investing?​

1️⃣ Lacking diversification​
2️⃣ Trying to time the market​
3️⃣ Investing with your emotions​
4️⃣ Ignoring fees and taxes​

For more mistakes to watch out for and smart strategies to consider. 👇

6 common investing mistakes & how to avoid them If you're not a pro at investing, you can get tripped up. Here's what you need to know to sidestep common investment pitfalls and make the most of your money.

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.

What is a variable annuity & how does it work? As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is designed to help you accumulate assets for the long-term with the option of converting those savings into a lifetime income stream in retirement.

There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss