Jason Valdez - Thrivent Financial

To all who served and sacrificed for our freedom, thank you.

Extended care planning can help you maintain your future independence, protect your finances and gain confidence knowing that when your health changes and you need assistance, you’ll have options.

It may allow you to:
1️⃣ Choose where you receive care—even in your own home
2️⃣ Ensure your loved ones can be care managers, not caregivers
3️⃣ Prepare for the cost of care with greater certainty

If you haven’t yet considered how to fund extended care, now is the time. Let’s discuss your options.

See thrivent.com/social for important disclosures.

Want to build a financial plan?

👉 Think of it like building a house. Start with a solid blueprint and a strong foundation to support your goals. From there, you can keep building upward with confidence.

Here are 6 steps to help you get started: https://bit.ly/48hj4SK

Many people think long-term care is only for later in life—but your 40s and 50s can be the best time to plan ahead. Together, let’s make sure your future health care needs and associated costs are addressed.

See thrivent.com/social for important disclosures.

No financial plan is truly complete without an extended care strategy—and here’s why.

Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as:

✅ Insurance
✅ Government programs
✅ Self-funding

The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan.

See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

If you’ve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if you haven’t, chances are you have more questions than answers—which is exactly why planning ahead matters. Consider these key points. ⬇️

See thrivent.com/social for important disclosures.

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.

Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

What is a variable annuity & how does it work? As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is designed to help you accumulate assets for the long-term with the option of converting those savings into a lifetime income stream in retirement.

Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices.

Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.