Corey Schille - Thrivent

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…

Part of what makes Thrivent great is that we team up with other great organizations. Last week a few members of my team and myself partnered with Down Home in Fargo to furnish the home for a family transitioning from homelessness.
Check out Down-home.org for more info on them, and how you can help out.

Down Home Transforms Space for Family of 10 Valley Today on KVLY

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

Income Match Assessment | Thrivent This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

Booking a meeting with me just got easier. Simply visit my website at https://bit.ly/4dEIhIl
From there, you can click on the "book my intro meeting" link next to my photo.
It's that simple!

Corey Schille, Financial Advisor in Fargo, ND | Thrivent Corey Schille is a financial advisor in the Fargo, ND area with Thrivent, a Fortune 500 financial services organization with a 100+ year history.

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and individuals. However, after 2025, many of the act's tax law changes are scheduled to expire.

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️

1. Investment
2. Time
3. Income tax

Working tax efficiency into your financial strategy Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

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.

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With tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

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.

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

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…

Thrivent Business Development Conference!

What a time!. 1300 advisors and corporate leaders across the nation gathered in Dallas to learn and connect with each other. Among the 1300 were a small hand full of advisors that I went through training with nearly 2 years ago. I love connecting with this group.

Biggest takeaway I want anyone of you reading this to do is to google who Jade Simmons is.

Make progress on your financial to-do list with help from someone who's been there before.

Let's connect to get started.

What if there was a way to combine your potential need for long-term care insurance with a desire to preserve the money you spend on it? Take a look at how hybrid protection can help you do just that.

THRIVENT FINANCIAL FOR LUTHERANS, Appleton, WI. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. Long-term care policies have exclusions, limitations, and terms under which benefits may be reduced, or the contract may be discontinued. For costs and complete details of the coverage, contact your licensed insurance agent/producer.

ICC22 31247D

Applies only in the following states: AK , AL , AR , CO , GA , IA , ID , IL , KS , KY , LA , MA , MD , ME , MI , MN , MO , MS , NC , NE , NH , NM , NV , OH , OK , OR , PA , RI , SC , TN , TX , UT , VA , VT , WA , WI , WV , WY

Combination life & long-term care insurance: How it works There may be several reasons you haven’t explored long-term care insurance, not the least of which is how complicated the coverage may seem. And then, what if you buy the insurance and don’t end up needing it?

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy.

Take a look at these options and let’s connect. 👇🏼

Leave a legacy of generosity Maximize your impact with a financial strategy that minimizes taxes.

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…

Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy?

A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime.

Learn more 👉 https://bit.ly/3EGbeTW

When planning for retirement, sometimes it’s best to expect the unexpected.

It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care.

Explore your options and reach out to discuss. 👇

www.thrivent.com

Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ

Take a look, then let’s schedule a time to talk about your family’s needs.

“Will I outlast my retirement savings?”

It’s a common concern, but planning for retirement shouldn’t be a guessing game.

Check out these four actionable steps to stretch your money further in retirement. 👇

How to avoid running out of money in retirement People preparing for retirement may be wondering if they’ve saved enough. Those nearing or in retirement may be wondering if it will last. Perhaps the question on everyone’s mind, no matter where they are in the journey, is: “Will I outlive my savings?”

Is crowdfunding a reliable option for covering medical or funeral expenses? Take a look at these crowdfunding limitations and let’s talk about how you can take steps today to protect your family: https://bit.ly/3ZmkR42

When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/3qTxuqe

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.

Whatever your age, stage of life and occupation—life insurance can help protect what’s important to you.

Ready to secure your family's future? Let's talk life insurance together and explore the best options for you.

If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.

Had great conversation over lunch with an old connection of mine, Paul Erdmann. Paul is a tremendous advocate for caregiving, and serves as an executive director for Village Caregiving. Village Caregiving provides extended in home care for people in need. Great people and company to consider if you or a loved one is in need for extended care.

A big reason I chose Thrivent are moments like this. Last week Kasey Lang, Kyle Debertin and myself hosted a zoo night for Metigoshe alumni. Metigoshe is a camp that I worked at in my early 20's that helped shape who I am now. Alumni also raised items to donate to the camp, through a Thrivent Action Team.

If you are a Thrivent member, I highly encourage you to use your action teams to support an organization or cause that is important to you.