Grant Morgan - Choice Insurance

Unsure if you need supplemental disability insurance? Disability insurance through your employer may only cover a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

Supplemental disability insurance: What it is and when you need it No one plans to get sick or injured to the point where they cannot work—but it happens. And while many employers offer short- and long-term disability coverage to provide financial assistance during a period of disability, these benefits typically only cover a percentage of your income, not the…

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.

Technology stocks have been on a roll in an otherwise sluggish market, but resolution of the debt crisis helped stabilize the markets. For a review of key market and economic developments, read the June 2023 Market Update.

June 2023 Market Update: Debt crisis averted while tech stocks surge The debt ceiling debate weighed on markets over the month of May, but a last-minute agreement by Congress and the President helped lift the equities market—with technology-related stocks leading the way.

When financial markets feel unstable, it's easy to miss the forest for the trees of your retirement.

What's the alternative?

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

Get started by exploring your options.

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

Disability insurance can protect one of your most valuable assets – your ability to earn an income. Here are 7 important things to know about disability income insurance.

7 truths about disability insurance What’s your most valuable asset? You may say your home, your retirement fund or even your car. Or perhaps you’d say family, friends or health. You wouldn’t be wrong. However, we often overlook one essential asset—you and your ability to earn an income and take care of your family.

Despite the Fed's best efforts at slowing down the economy, economic growth continued in the 4th quarter, and the unemployment rate dropped to the lowest level in more than half a century in January. For a rundown of all key market developments, check out the February Market Update.

February 2023 Market Update: Economy remains resilient despite Fed rate hikes It's the economy that just won’t die. Even after a series of rate hikes by the Federal Reserve (Fed) totaling 4.25% over the past 12 months, along with other monetary tightening policies, the economy has continued to grow at a healthy clip.

Do you have confidence that your loved ones will receive your assets after you are gone? Estate planning helps ensure your intentions will be honored.

Estate planning essentials: 5 key elements to help prepare for the legacy you want to leave Perhaps you’ve heard the words “estate planning” and thought it wasn’t about you because you don’t have what you believe is an estate. In fact, everything you own yourself or co-own when you die is considered an estate. So for virtually everyone, estate planning is an important process to....

Check out this helpful video!

Long-Term Care Insurance 101 Get the facts about long-term care insurance in this short video.

Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

The big question on investors’ minds: when will the bear market end? Steve Lowe, Chief Investment Strategist, breaks down the key economic factors that will determine when the Federal Reserve may stop raising rates and set the stage for a market rebound.

4th Quarter 2022 Market Outlook: The end of the bear market hinges on these 4 key factors After taking a short summer hiatus, the bear market roared back with intensity across all asset classes as the 3rd quarter came to a close. The question on everyone’s mind is when will this bear market end?

At 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.

Meet America’s Best Insurance Companies 2023 Insurance companies that were well prepared for digital transformation have been rewarded with high marks from their clients.

There are two ways to think about generosity: Giving now and giving later. Both can have a valuable place in your broader financial goals – here’s how.

Charitable giving: The options & benefits explained Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a plan for your charitable donations can be even more empowering.

From charitable giving to reinvesting, here are meaningful ways you can use your required minimum distributions (RMDs) in retirement.

6 ways to use required minimum distributions in retirement After focusing on saving for decades, shifting your retirement money mindset to withdrawing those savings could take some effort. But once you’ve retired, that might be exactly what you must learn to do—whether you feel that you need the money or not.

Thinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.

Protecting what's important: Your insurance options explained Many of the financial decisions we make are motivated by the people we love and care for. Whether we're looking to support our loved ones today or well after we're gone, it's reassuring to know that, with the right financial preparation, we can create a strategy to protect the people that matter to....

Retirement on your mind? Here are eight steps to help you move more confidently toward the years ahead.

Blueprint to better prepare for retirement Retirement is one of the biggest life decisions you’ll ever make.

Sometimes a talk with someone you trust is all you need to keep your finances on track. Anytime you’d like to go further with your strategy, reach out and we can talk more.

www.thrivent.com

We had a lot of fun at the 2022 Horace Bean Days! Thank you to everyone who stopped by the booth this afternoon. Looking forward to celebrating Horace’s 150th birthday in 2023!

Rather than fear market volatility, why not take advantage of dollar cost averaging to try and improve your long-term returns?

Don’t Fear Volatility - Capitalize On It Through Dollar Cost Averaging Article Dollar cost averaging lets you ride out market volatility and take advantage of potential upward trends by sticking to a set investment amount every month so you’re buying more shares when prices are low and fewer when they are high.

It’s almost time for the 2023 Live Generously® T-shirt vote! We all know Thrivent clients love their Live Generously T-shirts and we love your hearts for generosity. Voting opens on August 1. See the new design options here: https://bit.ly/3ILaoa2

Did you miss Thrivent’s recent Market and Economic Update? Watch a recording of the event for another chance to hear from Thrivent Asset Management leaders about key market and economic insights: https://bit.ly/3HTSUYw

Great news! AM Best has affirmed Thrivent's A++ (Superior) rating as well as our stable outlook. This demonstrates our continued strength and stability and commitment to serve our clients for generations to come. For more info: https://bit.ly/3QXMU4Z

Do you have the information you need to understand the market’s potential impact on your financial strategy? There's still time to register for Thrivent’s free, online June 23 Market and Economic Update where you’ll gain insights on how to navigate the highs and lows of the market.

www.thrivent.com

What if you could retire 10 to 30 years earlier than planned? With the right financial strategy, it may be possible. Here’s what it would take to retire early.

How to retire early: 4 tips a financial advisor wants you to know It's the great American dream—to say goodbye to the working world before you receive your AARP card. Some people are making it happen, too.

Create a retirement that can go the distance. Guaranteed income strategies can help you prepare for retirement income uncertainties, like market volatility. As you build your retirement strategy, here are some details to consider.

Prepare For Retirement With Confidence Guaranteed income strategies from Thrivent can help you prepare for retirement’s possibilities with even greater confidence.

“Daddy, can I have a popsicle?” - One of the many treat and snack related questions I heard this weekend😅

Very thankful for the extra time outside with our kiddos over Memorial Day!

One of the most rewarding parts of my job is helping my clients see their financial path clearly. When you feel confident about your future, it’s much easier to focus on making the most of today—and every other day. Anytime you’d like to review your plan, let’s connect.

When should you start taking Social Security benefits? It depends. Here are some things to consider before starting your Social Security benefits.

Your Social Security questions answered If you have wondered when you should start taking Social Security, you aren’t alone. Between rumors that the benefit could disappear before you retire and questions about when you can claim it, confusion is common. The key is to keep asking questions while making a plan that works for you.