Matthew Klippert - Thrivent

Calling all Thrivent clients with membership! Thrivent's Board of Directors elections are now open. Cast your vote today: bit.ly/3ftSduG

Wondering what you can do to protect yourself from identity theft and scams? Here are common ways that fraud occurs and what you can do if you fall victim: https://bit.ly/3Sov0Iv

Did you know you can leverage your retirement plan to have a lasting impact on the people and charities you love? Just keep these 3 things in mind:

➜ Tax burdens: When you leave an IRA or other tax-deferred retirement plan to a loved one, they must pay income tax on the distributed amount at their tax rate.

➜ Tax solutions: Leverage funds from your tax-deferred retirement plan to purchase life insurance and ensure your loved get an income tax-free benefit.

➜ Charitable options: With insurance in place, you can leave the remainder of your tax-deferred retirement plan to a cause you care about, 100% tax-free.

Want to dive deeper into this topic? Let’s schedule time to connect.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

The journey to financial independence looks different for every person. Here are a variety of tools and techniques that can help you achieve financial independence.

What is financial independence? How and why to achieve it People often may wonder "What is financial independence?" out of a desire to feel less dependent on their jobs. Whether chronic illness makes working full time taxing or you value taking part of each year to travel, the freedom to take time away from work or to set a more flexible working schedule.....

As major life events occur, they can change your life insurance needs. It’s important to safeguard what you have today while planning for the road ahead.

For disclosure information, see thrivent.com/social

If you want your family's assets to last more than just one generation, it’s important to have plans in place so your money and possessions flow smoothly to the people you’ve chosen. Which of these strategies might be right for you?

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....

With Fall right around the corner, take some time to review and adjust your financial goals for the new season.

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....

If you have a loved one who depends on you, life insurance can give you security of knowing that they will be okay if something happens to you.

For disclosure information, see thrivent.com/social

From income support to leaving a legacy, life insurance can provide benefits to both you and your loved ones in different ways. Take a look at these 7 key benefits of life insurance.

The benefits of life insurance: What you need to know Life insurance is a symbol of dedication to the people we care about – empowering you to protect your loved ones while also potentially benefiting financially.

Planning to become a first-time parent in the near future? Welcoming a new child into the family can be nerve-wracking, but these seven steps can help financially prepare you for parenthood: https://bit.ly/3PAw0aX

Hope you and your loved ones enjoy a safe and relaxing Labor Day weekend. The markets and our office will be closed, in observance of the holiday.

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step.

When should you get life insurance? When should you get life insurance? For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children. However, life insurance can be beneficial at many different ages and stages of life.

Have you dipped into your rainy day fund this year? Make sure to replenish it so you can stay prepared for unforeseen expenses.

Concerned inflation could impact your retirement investment returns? Learn more about how guaranteed income options can help you minimize this risk. Here are some factors to consider so you can feel confident in your strategy.

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

One step you should never miss when building generational wealth? Sharing your financial knowledge! What are some of your favorite ways to instill healthy financial habits in your children?

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.

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Should an annuity be part of your retirement strategy? Take a look at the different types of annuities and why you might want to consider one.

How annuities work & when you might need one An annuity is an insurance contract that guarantees income in retirement. It can guarantee income for a set period of time (such as 25 years) or for the rest of your life. You put money into it once or make a series of payments. In return, you receive income in retirement. Income is usually monthly....

Are you planning to buy a new home in the next few years? Check out these 9 helpful strategies that can get you closer to your goal.

How to save money for a house: 9 realistic strategies Buying a home is a major step in life—and an equally major purchase. An inflated housing market,low inventoryand a pandemic have only complicated matters, however. These modern factors have influenced some traditional wisdom about how to save money for a house.

With back-to-school season around the corner, talk to your children about budgeting for school expenses. Tip: Take them school supplies shopping with a spending limit, so they can be mindful about what goes in the cart.

Thanks to all who participated in the T-shirt vote! The results are in and the winning design is below. The new shirts will be available in January. Excited to see everyone giving back in style next year!

Your money should be working as hard for you as you work for it. It’s never too early (or too late) to take a closer look.

Thinking about buying a new vehicle and can't decide between gas or electric? Take a look at the financial and environmental aspects of both to see which one would be a better fit for you: https://bit.ly/3RDegOe

It’s always inspiring to see clients and friends wearing T-shirts out in the community. Follow the link to help choose what's featured on next year's design. Cast your vote today: https://bit.ly/3vlxVsq

Your financial strategy should lighten your step, not weigh you down. Together, we can take a closer look at options to help you navigate your unique financial journey.

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Summer activities and vacation trips can result in more spending than planned. Have you checked your budget lately to make sure you are on track?

What kind of retirement lifestyle do you want? Thrivent’s IncomeMatch questionnaire can help you determine the best approach for income in retirement based on your risk tolerance level: https://bit.ly/3JDbymF

It’s never too early to start financially preparing for Christmas. Dedicate a portion of your budget towards Christmas spending now to help reduce stress later on.

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