Beth McKinley - Thrivent

11/03/2025

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

Sequence of returns risk can jeopardize long-term financial security. This is especially the case in the first decade of retirement, when portfolio balances are largest and most vulnerable to market downturns. But the right investment strategies can help minimize this risk and maximize your…

10/20/2025

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

05/27/2025

Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

05/20/2025

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that can help mitigate them. Find a financial advisor

03/11/2025

Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz

If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

02/24/2025

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.

02/10/2025

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

02/03/2025

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

01/31/2025

💫 Big news, friends! 💫
I’m moving my professional posts to the Roots Financial Group page to bring you more resources and support for your financial journey. Please be sure to follow us there at Roots Financial Group Facebook https://bit.ly/4aCpSLr to continue receiving valuable updates and insights.
I look forward to connecting with you all on our new page! 🌱

01/06/2025

🌟 Hello, friends! 🌟
As my career continues to grow, I’m excited to announce that I’ll be transitioning from this personal page to focus on the Roots Financial Group’s official page. To stay updated on financial tips, community stories, and exciting updates, please head over and follow us at Roots Financial Group Facebook: https://www.facebook.com/Roots.Financial.Group.Thrivent/.
Thank you for your support, and I look forward to continuing this journey with all of you on our new page! 🙏

10/01/2024

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

09/24/2024

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the chance of living longer than you expect and putting an unplanned strain on your retirement savings. In fact, running out of money is the…