Tracy Olson- Thrivent

03/04/2024

Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden.

See thrivent.com/social for important disclosures.

02/21/2024

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

Tax-efficient strategies

02/21/2024

Whether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇

If you’d like to have a discussion about retirement planning, let’s connect.

Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.

02/15/2024

Maximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline.

For more details on IRA contribution limits. 👇

The calendar may be on the verge of flipping over to 2024, but you still can contribute to an individual retirement account (IRA), even after the new year dawns. The IRA contribution deadline is the same day your income tax return is due, not including extensions. So it's not too late to maximize…

12/13/2023

Thrivent Action Teams

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.

11/06/2023

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…

11/01/2023

A dependable financial advisor can make all the difference. 💼💰

See thrivent.com/social for disclosures.

10/31/2023

Whether you want to care for your family at home 🧒🏽, celebrate life’s milestone moments 👨🏼‍🎓 or travel the world together 🌏, we'll help you build a plan to reach your goals one by one.

Let’s work together so your family can keep dreaming and planning for the future.

10/30/2023

Ready to set your retirement dreams and goals into motion? 🌴✈️☀️

Together, we can put the right financial strategy in place so you can retire with confidence.

10/29/2023

Wondering what the differences are between the Federal Deposit Insurance Corporation (FDIC) and Securities Investor Protection Corporation (SIPC)? In the event that a financial institution closes, both programs are designed to protect consumers from financial losses, but apply to different types of accounts. Check out this resource to learn more: bit.ly/3ZPcVrg

10/28/2023

The ability to drive impact with and alongside Thrivent clients with membership is truly remarkable! Just take a look at these results.

What's your favorite way to support your local community? Share in the comments below. 👇