Doreen Trammell - Thrivent
I see money as a tool - not a goal - for protecting your family and community.
Here’s a simple summer financial tip: Take advantage of hot interest rates! 🔥☀️
If you have money in a checking account or other low-interest investment, consider moving it to a high yield savings account or CD where it can earn more. Always nice to earn a little extra by doing (almost) nothing! 😎
Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
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Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD) Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to build returns at the same time. Neither a MYGA or CD is tied to market performance, but both can offer competitive yields.
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.
Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.
Summer financial tip coming in hot: Start planning for the holidays now. Tickets are cheaper. You’re more relaxed. And planning by the pool when school’s out is much easier than it will be later this year when you’re slammed with school and work events.
“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” – 1 Peter 4:10
A dependable financial advisor can make all the difference. 💼💰
See thrivent.com/social for disclosures.
Second quarter economic results were mixed. What does that mean for investors looking ahead to third quarter? Take a look at Thrivent’s 3rd Quarter Market Outlook to learn more.
3rd Quarter 2024 Market Outlook: Waiting for the Fed With static interest rates and mixed economic data, we favor stocks over bonds, growth over value and domestic over international.
As a Thrivent financial advisor, Chandel integrates her faith into her work. She’s built a career serving clients who value the purpose-based advice she gives that helps them reach their financial goals. Explore the opportunity to work with purpose as a Thrivent financial advisor: thriventcareers.com/3VhAHNd
I am getting excited for the Global Leadership Summit. I attended worship with the local church Thrivent is partnering with and got one of their welcome kits for visiting. Very nice touch! If you are looking for a great leadership conference for business and Christian leaders in the Northern Virginia area Aug 8 and 9, let me know. I have a great Thrivent promo code that just got extended until July 28.
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.
Market volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
Market volatility & your investments: What you need to know Market volatility is a natural part of investing, which means that risk and reward go hand in hand as markets rise and fall. With many dramatic fluctuations in the market over the past several years and a slower economy forecast for 2024, investors may be faced with more ups and downs in the months....
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/42gGcf6
How do you attract and retain a great team? Join Thrivent along with culture consultant Jenni Catron on Thursday, July 11 at 11 a.m. CT where she will address trust-building behaviors and ways you can foster trust that builds healthy teams.
Sign up today: https://bit.ly/49t2aPm
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
Have a fun and memorable 4th of July celebration!
Notice more for sale signs as the weather warmed up? It’s no surprise—summer’s peak moving season! 📦🏠 Consider these smart money moves before buying your next home.
Discover more money moves here: https://bit.ly/45ObFZv
Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.
Life insurance & living benefits: Ways to use permanent life insurance A solid financial plan covers many things, not the least of which is planning for retirement and having life insurance to help protect your family’s security. Often those two goals are accomplished separately with retirement savings accounts and term life insurance.
Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.
Risks and habits that can derail your financial plan Help avoid common pitfalls and safeguard your finances for when life doesn't go as expected.
Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!
It takes the contributions of every family member to make a household run. If a stay-at-home spouse gets injured or sick, life and finances can be affected just as much as if a primary income earner’s ability to earn is affected.
Disability insurance coverage for a stay-at-home spouse could be right for your family.
See thrivent.com/social for important disclosures.
Who says work can’t be fun? Love the peeps I work with at The Dulles Group. Some of us stayed after a meeting for fun together.
Loved networking with these wonderful people and others at an area meeting today. Of course, the day wasn’t complete without supporting good going on in the community. This time we supported Friends of Horticultural Therapy. http://www.foht.org/
Thrivent’s Mutual Fund Contact Center team has received the 2023 DALBAR Service Award for the fourth consecutive year. This comprehensive evaluation of contact centers pinpointed those demonstrating unparalleled excellence.
Learn more 👇
Thrivent recognized for best-in-class service for 4th straight year Thrivent strives to deliver best-in-class service to our clients, which is why we’re thrilled to announce our recent recognition as a winner for the fourth consecutive year of the DALBAR Mutual Fund Service Award.
Herman came to Thrivent because it’s where he can do work that aligns with his purpose. And we need more like-minded financial advisors to join teams like his. More here: thriventcareers.com/3ux1M4d
Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇
Preparing for retirement checklist: Are you retirement ready? Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months leading up to this meaningful goal. You want to make sure you accomplish key preparations on schedule so you can live out the retirement…
At Thrivent, our financial advisors focus on each client’s unique financial needs.
If you’re looking for a meaningful career helping people achieve their own version of financial success, come join us: thriventcareers.com/49cvjyf
Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Builds income for retirement
👉 Investment flexibility
👉 Tax savings potential
👉 Extra rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
What is a deferred annuity & how does it work? A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months or years, a deferred annuity provides you with flexibility and an opportunity for growth. Payments from your deferred annuity can begin one.....
To all who served and sacrificed for our freedom, thank you.
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.
Do you feel confident about the road ahead? As you venture into the future, get clarity and advice driven by your values.
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