Sage Financial Advisors - Thrivent

04/05/2022

Don’t forget to add your finances to your spring cleaning list. Now is a great time to reassess any automated subscriptions or organize financial documents that may have piled up over the year.

04/04/2022

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.

04/01/2022

In honor of National Volunteer Week, Thrivent is celebrating extraordinary volunteers like you by offering limited-edition Thrivent Action Kits. Starting April 17, you can order a kit filled with resources to hold a food drive and combat hunger in your area. Learn more: https://bit.ly/3LmOkCB

03/31/2022

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.

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.

03/29/2022

Debt check-in time: Now that we are three months into the year, consider reviewing your goals for paying down debt to make sure you’re on track.

03/24/2022

Weighing competing priorities when it comes to saving for retirement? Here are some ways to navigate potential roadblocks to building your nest egg.

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.

03/22/2022

If you’re in the market for a new home, make sure to set a budget you’re comfortable with and stick to it. Navigating an environment with higher price tags and multiple offers may push you to compromise your budget and pick a home outside of your price range.

03/15/2022

Have you experienced life changes within the last few months? It may be time to reevaluate your budget. Tip: Start by identifying your highest priorities and address those first.

03/10/2022

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.

03/08/2022

Since the start of the pandemic, the government placed a freeze on all federal student loan repayments and lowered interest rates to 0%. This freeze will end on May 1, so take advantage of this interest-free period by making payments on your loans before then.

03/07/2022

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?