Matthew Le - Thrivent

09/08/2021

How tax-efficient is your financial strategy? Here are some basic steps you can take to ensure you’re making the most of your money.

Tax efficiency strategies like tax diversification and understanding ''tax now, tax later and tax never'' can help reduce what you pay now and in retirement.

09/05/2021

Having a meaningful and productive conversation about your parents’ future means thinking about their feelings just as much as their needs. Consider these key tips to a positive discussion about aging.

Opening up a conversation with Mom and Dad about their financial and healthcare future can be a positive experience if you're thoughtful and well prepared.

09/03/2021

If you’re a recent college graduate, investing might not be the highest priority. Learn how it could possibly be the key to a better financial future.

If you’re a recent graduate, investing might feel like something to think about later. Once you’re making money, it’s tempting to spend it – especially if you’ve been living on a tight budget during your student years.

08/31/2021

If Covid-19 made you think more about life insurance, you’re not alone. Read more about how the pandemic has motivated families to protect what’s important.

The pandemic reinforces the importance of covering those you love.

08/31/2021

Fact or myth: “A 401(k) is all I need for retirement.” Find out what you may need to consider.

Fact: Consider how tax diversification can help your savings strategy.

08/24/2021

Repay your parents for all that they have taught you. Here are some tips to help make sure their investments last as they age.

The longer your parents live, the more likely it is they’ll need help managing their money—in particular, their investments. It’s smart to discuss and to prepare your parents for that possibility, sooner rather than later.

08/18/2021

It’s never too early to start thinking about how you’ll help protect what matters most. Let’s talk about your options.

(If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.)

08/10/2021

You’ve got a lot of living to do. Make sure you reduce risk in your retirement strategy by following these tips.

Saving for your retirement comes with risks. As you plan for the future, consider including these fear-busting tactics for managing your retirement strategy.

08/04/2021

If you’re self-employed, did you know you can enjoy the tax benefits that many corporate employees experience? See how.

You don’t have to work for a big corporation to enjoy the same type of tax benefits that many corporate employees experience with their company retirement plans.

08/03/2021

Career transitions can create mixed emotions and raise financial questions.

Tips for navigating a new or unexpected job transition.

07/29/2021

In 2020, less than half of parents surveyed felt confident about paying for their teens’ college costs. But paying for college—and juggling other priorities like caring for aging parents—is doable. Here’s how ☟

Enlist your kids in developing a college savings strategy that considers your entire family's financial priorities - especially your retirement.

07/29/2021

New job opportunity? Find answers to 5 common questions about 401(k) options.

Deciding how to handle your employer-sponsored retirement plan should be a priority as you make your next career move so you can meet your financial goals.