Benjamin Hale - Thrivent Financial

Our team is growing again! We would like you to meet our new team member, Taylor. Taylor started working in our Simi Valley office this summer. She is currently working on her MBA and will soon be licensed in securities and insurance. She has been a fantastic addition to our office staff!

It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!

"The Lord himself goes before you and will be with you; he will never leave you nor forsake you. Do not be afraid; do not be discouraged." - Deuteronomy 31:8

With financial scams on the rise, it’s crucial to understand what they look like and how to safeguard your assets.

Learn more about the different scams you should keep an eye out for and how to protect yourself from falling victim. ⬇️

Scams in the spotlight With financial exploitation on the rise, it’s crucial to understand what today’s scams look like and how to protect yourself.

Thrivent’s Mutual Fund Contact Center team has received the 2023 DALBAR Service Award for the fourth consecutive year. This comprehensive evaluation of contact centers pinpointed those demonstrating unparalleled excellence.

Learn more 👇

Thrivent recognized for best-in-class service for 4th straight year Thrivent strives to deliver best-in-class service to our clients, which is why we’re thrilled to announce our recent recognition as a winner for the fourth consecutive year of the DALBAR Mutual Fund Service Award.

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! 😎

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

A proactive approach Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

Second quarter economic results were mixed. What does that mean for investors looking ahead to third quarter? Take a look at Thrivent’s 3rd Quarter Market Outlook to learn more.

3rd Quarter 2024 Market Outlook: Waiting for the Fed With static interest rates and mixed economic data, we favor stocks over bonds, growth over value and domestic over international.

This is a career where the more you help people, the more you succeed. It’s empathy
in action. Discover more about the financial advisor career: thriventcareers.com/empathy-in-action

Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S

If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.

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.

Strong first quarter earnings helped boost the economy in May, but there is potential for additional market volatility. Learn more in Thrivent’s June 2024 Market Update.

June 2024 Market Update: April showers brought May flowers Economic signals are more mixed, increasing the risk of a softer than expected growth in the economy.

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.

Retirement is full of possibilities, but it's important to prepare for unexpected twists along the way:

🏥 Unplanned health care
🏠 Home maintenance
📉 Market volatility
💃🏽 Surprise dance parties

Let’s discuss how the right strategy can safeguard your assets for the long run.

“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.

If you haven’t already, take a closer look at options for covering long-term care that you or a loved one may need. It can be an important part of your financial strategy.

Applies only in the following states: DC, DE, HI, IN, MT, ND, SD, CT, NJ

Long-term care insurance solutions | Thrivent Choose long-term care solutions ranging from traditional long-term care insurance to one that blends long-term care insurance with life insurance.

— For their game
— For school pickup
— For the moments you don’t want to miss

A career as a financial advisor allows you to make a great living and be there for your family. If you’re interested in the role (and the flexibility it provides), let’s chat.

Discover more: thriventcareers.com/be-there

The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.

Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.

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…

Wondering how you or your student will pay for higher education? 🎓 FAFSA is a tool to help make college more affordable. By completing the FAFSA, you may be eligible for grants, loans, and work study programs to help cover the cost of tuition and other educational expenses. It’s a game-changer for anyone looking to fund their college education.

Learn more about the FAFSA 👉 https://bit.ly/422SRSE

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are three reasons to insure them now.

The 3 advantages of life insurance for children There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind and keep you up at night. Are you doing everything you can to protect your child—and what if there’s more you could do?

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.

Today our gratitude at Pathway Financial Group goes out to Amie Hale for . Her master skills in office efficiency keep us right on track. Please help us say thank you by sharing how Amie has helped to brighten your day!

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.