Steve Asche - Thrivent Financial

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.

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.

The hard conversations are often the ones most worth having. Get helpful guidance here 🔽

How to talk to your parents about estate planning with compassion Family estate planning is planning for life. It's about how you can help protect your parents as they age, help them maintain their quality of life now and lessen any confusion for your family down the road.

Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆

The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively.

The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan.

1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.

Learn more about what makes up a solid financial plan and the process for creating your own.

Disclosures: thrivent.com/social

Basics of a financial plan: What it is & getting started People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan.

1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.

Learn more about what makes up a solid financial plan and the process for creating your own.

Disclosures: thrivent.com/social

Basics of a financial plan: What it is & getting started People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

Clients with membership, did you know you have access to a complimentary membership benefit to support caregivers? Get personalized support, relevant resources, and the opportunity to connect directly with licensed, credentialed caregiving and aging experts.

Sign up today: https://bit.ly/3s9VKlf

To learn more about how you can receive caregiving guidance and support from Thrivent, take a look at this helpful resource: https://bit.ly/3nq8AN4

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.

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! 😎

Give yourself something to dance about. Discover the freedom and flexibility the financial advisor career offers: thriventcareers.com/3KUWd47

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.

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.....

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…

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.

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.

Discover 5 steps you can take to plan for income in retirement. 👇

Nurture your retirement nest egg Whether it’s coming soon or still years away, you may find yourself dreaming about retirement. Perhaps you’ll travel, spend time with family, volunteer more.

Your approach to retirement savings is unique to you. Let's connect to talk more about your needs and preferences for your income strategy.

Thrivent is partnering with Wine to Water, an organization providing sustainable water solutions to communities around the world. 💧

As part of our National Volunteer Week activities, you can order a limited-edition Water Filter Build Kit help provide safe water for all. Kits available through April 27 or until supplies run out 👉 https://bit.ly/3xNya3O

It’s not too late to be part of our National Volunteer Week activities. ⭐ Thrivent is partnering with Wine to Water, an organization providing sustainable water solutions to communities around the world. 💧

Order your limited-edition Water Filter Build Kit to help provide safe water for all. Kits available through April 27 or until supplies run out 👉 https://bit.ly/3xNya3O

No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out.

If taxes are a topic you avoid, this event is for you. Join us for our free workshop, Keeping the Tax Man Away. Keeping the Tax Man Away with Debbie Taylor Tickets, Multiple Dates | Eventbrite

Choose from two opportunities to see this presentation:

• Monday, April 29th at 12:00pm CT
• Monday, April 29th at 7:00pm CT
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
https://bit.ly/3QgJziW

Read Thrivent Asset Management leadership’s thoughts on stock and bond markets after the first quarter of 2024, as well as their concerns about inflation looking forward.

1st Quarter 2024 Market Review: Surging stocks and sticky inflation Data from first quarter broke many records showing economic strength but causing sticky inflation.

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.