Phil Wuerffel, Thrivent
At Thrivent, we believe money is a tool, not a goal. Let’s connect if you have questions.
Driven by a higher purpose at our core, we are committed to helping people make the most of all they’ve been given.
Faith, Finances, and Incredible People!
What an honor for a few of us from the team to get to share with our friends at New Salem Church this morning.
When the kids from the Northwest have to make a quick work trip to Scottsdale, you know we gotta make a stop at the ONLY McDonalds that doesn’t have Yellow arches!
Planning for these key retirement risks can help you protect the retirement vision you’ve worked hard to create.
4 ways to help reduce risk in your retirement plan Great news: You’ve got a whole lot of living to do. Americans in their 40s and 50s can now expect to live well into their mid-80s, according to the Social Security Administration. But does the prospect of great longevity have you worried about the cost of living comfortably, giving generously and....
We’re driven by a higher purpose at our core. Our financial advisors are passionate about helping others achieve financial clarity while building a successful, rewarding business for themselves. Sound intriguing? See if this could be the right fit for you: thriventcareers.com/make-an-impact
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.
A good financial strategy needs to listen to your head and your heart. That’s why we go beyond the numbers to truly understand what matters to you.
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.
Who (or what) is the inspiration behind your financial decisions?
How much will you need to save by the time you retire? Are you on track? Check out this helpful retirement income planning calculator: https://bit.ly/3LJQQD5
With Tax Day right around the corner, you still have time to make the most out of your IRA contributions for 2021. Maxing out your traditional IRA can help reduce your adjusted gross income, giving you more money for your short-term financial goals.
From starting a spousal IRA account to maintaining a whole life insurance policy as an asset, here are several ways you can help reduce your taxes in the long-term.
5 tax-efficient strategies to include in your retirement plan Nearing retirement age? These tax-efficient strategies – starting with your 2022 tax filing – can help you reduce your taxes for the long term. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Weighing competing priorities when it comes to saving for retirement? Here are some ways to navigate potential roadblocks to building your nest egg.
How to know if you're saving enough for retirement Sure, it’s important to save for retirement. But other major priorities, such as your kids’ private school, or a big wedding to plan, could throw you off course.
Does your career need a refresh? Spring is the perfect time to start a new and rewarding career as a financial advisor at Thrivent. We’re looking for candidates who are entrepreneurial, results-driven and inspired to help others reach their financial goals. You’ll enjoy paid training, flexibility
and ongoing support to help you thrive. Visit
thriventcareers.com to learn more.
Have you fully funded your IRA for 2021? The more you contribute –and the earlier you do it – increases your opportunity for compound growth which can help protect against inflation. Contribute as much as you can by April 18, 2022.
You want to make the most of all you have—and that includes being smart about how you’re saving for the future and the tax impacts of your decisions. Have you considered this solution?
Have you considered how—and when—your savings will be taxed? Take a look at these income tax diversification options you could benefit from in the long-run.
Understanding income tax strategies Tax diversification tips can help you position your assets more efficiently.
Make the most out of your retirement strategy by understanding how different IRAs work and the benefits of each one.
How IRAs Work: An Overview Is an IRA right for you? Get a better understanding of the two common types of IRAs - traditional and Roth.
The year ahead may be a great time for you to explore a career as a Thrivent financial advisor. Thrivent offers a tremendous opportunity for success—including attractive income potential, an industry-leading benefits package, generosity programs, and ongoing training and support. Learn more today: thriventcareers.com/newyear.
Last call! Don’t miss your opportunity to vote in Thrivent’s 2021 board of directors elections. Visit https://bit.ly/3Dgl5gF to make your voice heard and help shape how our organization is led. The elections close Nov. 20.
As a Thrivent financial advisor, it’s easy to make an impact in your community and support clients who want to give back. If you or someone you know is looking for a meaningful career opportunity, reach out to me for more information or visit thriventcareers.com/opportunity.
Let your voice be heard. Vote in Thrivent’s 2021 board of directors elections and help our organization continue to thrive with purpose. The elections close Nov. 20.
Don’t miss your opportunity to vote in Thrivent’s 2021 board of directors elections. Visit https://bit.ly/3Dgl5gF to make your voice heard and help shape how our organization is led.
There’s still time to join this afternoon’s inside look at financial advisor careers at Thrivent: thriventcareers.com/oct20-register. This 1-hour webinar will feature a panel of financial advisors who’ll share how they started their careers with Thrivent—many bringing skills and experiences from other industries. You’ll also hear about the extensive paid training, unlimited income potential, growth opportunities and purpose-driven culture you’ll find at Thrivent. If you (or someone you know) may be interested in a new career path, join us. (No products will be sold.)
Did you know, people from a variety of professional backgrounds have started new careers as financial advisors at Thrivent? If you’re contemplating a career change, join us for an upcoming webinar to learn more. You’ll hear from a panel of financial advisors who’ll share how they turned their skills and experience into a successful new career at Thrivent—enjoying opportunities for growth, unlimited income potential and a purpose-driven culture. Their career change may inspire your own. Register: thriventcareers.com/oct20-webinar (No products will be sold.)
As a Thrivent client with membership, you play a key role in shaping the future of our organization. Head to https://bit.ly/3Dgl5gF to choose the candidates who will help us continue to thrive with purpose. The elections close Nov. 20.
In honor of Boss’s Day on Oct. 15, consider the benefits of becoming your own boss. As a Thrivent financial advisor, you can build your own practice, earn an attractive income and control the growth of your career. Learn more: thriventcareers.com/be-your-own-boss.
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6402 19th Street W
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