Caleb Whicker - Thrivent

Be our guest for this special free event on July 19th!

Learn about “The 5 Love Languages®️” live from Dr. Gary Chapman. Dessert is on us so come have a sweet time with your loved ones, get your book signed, and enjoy an evening of learning how to better connect with the people you care about most. This is a free event open to the public - invite a friend!
Hosted by the Thrivent Member Network in partnership with Venture Christian Church.

Very limited spots available! RSVP today: bit.ly/5chapman

No products will be sold. Gary Chapman is not affiliated with or endorsed by Thrivent. The views Dr. Chapman expresses in this presentation are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. See additional disclosures at thrivent.com/social.

The 5 Love Languages® by Dr. Gary Chapman - Indianapolis Join us for a live presentation from Dr. Chapman, author of the New York Times Bestseller, The 5 Love Languages®

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇

Together, we can make sure your family is covered for the future.

Do you need life insurance? Questions to ask yourself & your family From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like unexpected death, it can be tempting to avoid conversations altogether.

Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?

Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.

See thrivent.com/social for important disclosures.

Caleb Whicker, Financial Advisor in Carmel, IN | Thrivent Caleb Whicker is a financial advisor in the Carmel, IN area with Thrivent, a Fortune 500 financial services organization with a 100+ year history.

Strong first quarter earnings helped boost the economy in May, but there is potential for additional market volatility. Learn more in Thrivent’s June 2024 Market Update.

June 2024 Market Update: April showers brought May flowers Economic signals are more mixed, increasing the risk of a softer than expected growth in the economy.

Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.

If you haven’t already, take a closer look at options for covering long-term care that you or a loved one may need. It can be an important part of your financial strategy.

Applies only in the following states: DC, DE, HI, IN, MT, ND, SD, CT, NJ

Long-term care insurance solutions | Thrivent Choose long-term care solutions ranging from traditional long-term care insurance to one that blends long-term care insurance with life insurance.

Markets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.

May 2024 Market Update: April showers dampen investors’ optimism April market volatility providing challenges for investors.

What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you.

Do you need disability insurance? Most of us understand the need for insurance for our health, home and car. But what about insurance if injury or illness would take away your ability to bring home a paycheck?

What effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇

TCJA set to expire: Tax moves to consider if you're nearing or in retirement As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing widened tax brackets, tax rates, deductions and exemptions for the basis of your future planning.

Whether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇

If you’d like to have a discussion about retirement planning, let’s connect.

Bring your retirement into focus Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.

Maximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline.

For more details on IRA contribution limits. 👇

2023 IRA contribution deadline: There's still time to maximize your savings The calendar may be on the verge of flipping over to 2024, but you still can contribute to an individual retirement account (IRA), even after the new year dawns. The IRA contribution deadline is the same day your income tax return is due, not including extensions. So it's not too late to maximize…

Churches and ministers face unique tax considerations. Join Thrivent and Ted Batson Feb. 19-April 15 for a discussion of key issues and considerations regarding the housing allowance.

Sign up today: https://bit.ly/3Uv5xl6

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

How to plan for taxes in retirement Tax-efficient strategies

Take a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points:
• January’s data highlights that an economic soft landing was achieved
• U.S. Federal Reserve may continue to be conservative on raising interest rates this year
• There is anticipation of sustained economic growth

February 2024 Market Update: On the road to recovery 2024 is likely to deliver positive total returns in both stocks and bonds broadly. We remain mindful that volatility can spike or remain elevated for extended periods as economic or geopolitical uncertainty rises.

People near Indy! Thrivent has reserved a Theater to watch the debut of season 4 of "The Chosen" - Tickets are free and going fast. I'd love to see you there!

Come watch The Chosen Season 4: Episodes 1-3 in theaters with us!
📅 Saturday, February 10th at 1:00pm
📍 Regal Village Park - 2222 E 146th St., Carmel, IN 46033
Very limited spots available for this free event! RSVP today  bit.ly/indy-chosen

No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

The Chosen Season 4 Theater Premier: Carmel, IN Watch Episodes 1-3 of the new season of The Chosen in theaters. Don't miss this free inspirational event!

Read Thrivent's 2024 Market Outlook to learn more about why despite uncertainties, a resilient U.S. economy and easing inflation hint at a positive 2024.

2024 Market Outlook: Getting back to business In addition to slowing interest rate hikes and lowering inflation, learn the reasons why and when we expect a soft landing with the economy in 2024.

Let’s connect to talk about helping protect the income that keeps life going.

How to protect your family financially over the years Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it from the potential pitfalls that are hard to think about. That can mean losing your job, getting too sick or injured to work, or dying…

Did you know permanent life insurance can support a range of estate planning goals?

From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance for estate planning: 5 things it can help you accomplish Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money typically provides a tax-free benefit to your heirs, and they can use it for any purpose, including paying for their daily expenses and your…

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.

Let’s work together to create a lasting legacy. 👇🏼

Wealth transfer strategies: How to leave assets to your loved ones We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across the nation. If you're in a position to pass on even a modest level of money, property or valuables, now is the time to familiarize yourself....

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

November 2023 Market Update: Rising rates take their toll The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we believe the impact will become steadily more apparent as we head into 2024.

Money decisions aren't just about numbers; they're about your heartstrings! 💓

Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰

Learn:
1. Identify your core values through self-reflection.
2. Set SMART goals in line with your values.
3. Seek professional advice for a purpose-driven financial strategy.

Read more. 👇

How to make financial decisions that reflect your values When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and calculating what you need to reach your financial goals.

There are signs of a slowdown with employment data weakening, payrolls slowing, and the consumer starting to show signs of stress with credit card delinquencies rising. For a review of key market and economic developments, read the September 2023 Market Update.

September 2023 Market Update: Stocks stumble The U.S. economy has remained resilient, fueled by strength in the labor market and solid consumer spending. However, debate continues about the likelihood and severity of a U.S. recession.