Sarah Davis - Thrivent Financial

Enrolling in Medicare can feel like opening a puzzle that’s all sky—it’s hard to know where to start. Let us lend a hand with Medicare Basics, an informational event to help explain your options. No products will be sold.

Welcome! You are invited to join a webinar: Medicare Basics. Enrolling in Medicare can feel like opening a puzzle that’s all sky. It’s hard to know where to start. But, much like with puzzles, a little help goes a long way. That’s why we're hosting Medicare Basics—a free educational seminar where you can learn about Medicare and find answers to your q...

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

Estate planning guide: Essential documents & checklist What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like wills, powers of attorney, and trusts—that form the foundation of a comprehensive estate plan, helping you pass on both wealth and wisdom...

Are you thinking of starting your own business? Check out 10 start up costs that you’ll want to consider for your newest venture.

Business startup costs: 10 basics to plan for For a lot of people, starting a business is a lifelong dream. And yet, having a great idea or possessing a unique skill isn't always enough to get your venture off the ground: You also need financial resources to make it work. Business startup costs can vary significantly depending on your industry....

This is huge news for folks who were denied or reduced their Social Security benefit due to having a government pension. If you or someone you know worked a job where you didn't pay into Social Security and instead got a pension (many government employees and public school teachers), but previous to or after that did work for some years where you did pay into Social Security, you likely have a small Social Security benefit that was denied or reduced to you via the GPO (Government Pension Offset). Now, with the signing of this law, you are entitled to collect that Social Security amount in addition to your pension. This also affects widows/widowers receiving similar pensions.

Questions on how this might affect you pr someone you know? Reach out to our office and we'll help!

*Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

Biden signs Social Security Fairness Act into law The Social Security Fairness Act repeals WEP and GPO, two provisions that reduce or eliminate Social Security benefits for certain federal annuitants.

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

Money moves to make before the end of 2024 2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments performed in the past year, you can build momentum and set money resolutions that will align with your values for the New Year.

Learn how markets evaluated the presidential election results in Thrivent Asset Management’s December 2024 Market Update.

December 2024 Market Update: Stocks keep rolling The economy stayed strong in November despite uncertainty around the U.S. election.

Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider:

• Assess progress on your financial goals and determine if adjustments are needed.
• Ensure your minimum required amount of RMDs are withdrawn from retirement accounts.
• Make additional charitable contributions by year-end to potentially reduce tax liabilities.
• Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities.

See thrivent.com/social for important disclosures.

What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you.

Do you need disability insurance? Most of us understand the need for insurance for our health, home and car. But what about insurance if injury or illness would take away your ability to bring home a paycheck?

In honor of Asian American and Pacific Islander (AAPI) Heritage Month, give back to the AAPI communities you care about through Thrivent Choice®️.

🔍 Browse our catalog to see enrolled organizations.
💻 Nominate an AAPI organization for enrollment.
❤️ Donate to AAPI communities.

Learn how you can make a difference through Thrivent Choice: https://bit.ly/3xC9lYn

Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?

Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.

See thrivent.com/social for important disclosures.

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.

Who can you nominate for the Live Generously®️ award? This award recognizes significant acts of service and generosity.

Nominate a friend, family member, neighbor or colleague who embraces a lifestyle of generosity or who saw a challenge and came up with a creative solution to help.

Nominations are open through April 27. Send yours in today! 👉 https://bit.ly/3IY117J