Thom Dorr Thrivent

Looking ahead into the upcoming year, do you have any large expenses that you need to factor into your budget? Make sure to readjust your budget as necessary.

Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.

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....

In this season of giving, what are your favorite ways to give back to your community and loved ones? From volunteering to donating to local charities, share what makes your heart full.

Do you have all of your charitable giving receipts saved in one place? Make sure your donations are documented and organized for easy access once tax season arrives.

Have you prepared your budget for upcoming holiday travel and gift-giving expenses? Planning ahead can help you avoid overspending during the holiday season.

Between plane tickets to visit family and gift exchanges, we can all benefit from a little more financial breathing room around the holidays.

Money Canvas, a free online money coaching program from Thrivent, can get you ready for the season by helping you to free up money for what matters to you --> https://bit.ly/3L8tmIB

Check out this helpful video!

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

Ever see headlines projecting you'll need a certain amount for retirement and think, "How will I ever get there?" 🤷‍♂️🤷‍♀️ You're not alone...

👉 Less than one-third of American workers feel very confident in their ability to have enough money to live comfortably throughout their retirement.*

Let’s collaborate to find personalized solutions that match your retirement goals and timeline.

*EBRI/Greenwald Research 2022 Retirement Confidence Survey

Do you have any leftover health savings in your Flexible Spending Account? If you've been delaying a dental appointment or physical, make sure to get an appointment in before the end of the year.

Want to ensure you are leaving a legacy for the people or organizations you care about? Make sure to name beneficiaries for all your accounts.

For more details on designating a beneficiary, check out this helpful article: https://bit.ly/3fgNk84

You may have heard that the Social Security Administration has announced an 8.7% cost of living adjustment (COLA) for 2023. Here’s a little more on what that means.

2023 Social Security COLA increase: What future retirees should know If you're experiencing sticker shock when you visit the grocery store or a favorite restaurant these days, you're not alone. Consumers are seeing the biggest price hikes in decades, leaving those nearing retirement wondering if their income will keep up.

When was the last time you checked your credit report? Make sure to do an annual review and ensure that all of your information is correct. Take action if you see any lender errors or suspicious signs of identity theft.

With benefit enrollment season near, now is a good time to reassess your health care needs for the upcoming year. Choosing the right benefits can help you cover planned and unexpected health expenses.

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

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.....

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

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

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.