T3 Wealth Management Team - Thrivent

01/01/2024

Wishing you and yours a happy New Year! May 2024 be filled with many blessings and new opportunities.

12/25/2023

Sending heartfelt wishes to you and your family for a celebration full of wonder and joy. Merry Christmas! ✨

11/23/2023

Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

11/15/2023

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy.

Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

11/11/2023

Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given.

11/06/2023

Did you know permanent life insurance can support a range of estate planning goals?

From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money typically provides a tax-free benefit to your heirs, and they can use it for any purpose, including paying for their daily expenses and your…

10/09/2023

Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy?

A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime.

Learn more 👉 https://bit.ly/3EGbeTW

10/02/2023

When planning for retirement, sometimes it’s best to expect the unexpected.

It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care.

Explore your options and reach out to discuss. 👇

Explore new strategies for your retirement that can help ensure your savings last a lifetime.

09/25/2023

Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ

Take a look, then let’s schedule a time to talk about your family’s needs.

09/21/2023

“Will I outlast my retirement savings?”

It’s a common concern, but planning for retirement shouldn’t be a guessing game.

Check out these four actionable steps to stretch your money further in retirement. 👇

People preparing for retirement may be wondering if they’ve saved enough. Those nearing or in retirement may be wondering if it will last. Perhaps the question on everyone’s mind, no matter where they are in the journey, is: “Will I outlive my savings?”

09/18/2023

Is crowdfunding a reliable option for covering medical or funeral expenses? Take a look at these crowdfunding limitations and let’s talk about how you can take steps today to protect your family: https://bit.ly/3ZmkR42

09/13/2023

When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/3qTxuqe