Carolyn Perez-Thrivent

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?

03/01/2022

Are you planning any trips this spring? Don't forget to account for any unplanned expenses—like spontaneous activities or forgotten toiletries and necessities—when planning your travel budget.

02/25/2022

Hey friends! I would like to direct you all to our new Team Page with Thrivent. Soon this page will be closed and I would love for you all to be in the loop still so please go like this page!

https://www.facebook.com/WesternRiversFinancialGroup.thrivent/

At Thrivent, we believe money is a tool, not a goal. Let’s connect if you have questions.

02/24/2022

Have you considered how—and when—your savings will be taxed? Take a look at these income tax diversification options you could benefit from in the long-run.

Tax diversification tips can help you position your assets more efficiently.

02/22/2022

Remember those financial goals you set for yourself in January? Revisit them and make sure you're still taking actionable steps to achieve them.

02/18/2022

Make the most out of your retirement strategy by understanding how different IRAs work and the benefits of each one.

Is an IRA right for you? Get a better understanding of the two common types of IRAs - traditional and Roth.

02/15/2022

Life insurance is a gift that keeps on giving, even when you're not around.

For disclosure information, see thrivent.com/social

Getting life insurance is an expression of love that goes beyond words. It shows your loved ones—with certainty—that you care about protecting their future.

02/14/2022

Happy Valentine's Day! Enjoy special moments with those you cherish.

02/08/2022

It’s never too early to start preparing for Tax Day. Get a jump start on your filing so the April 18 deadline doesn’t catch you by surprise.