Iowa Summit Financial Group - Thrivent

02/19/2024

Paying off debts while saving for the future may seem overwhelming, but there's hope—and help. Together, we can create a plan to guide you along the way. 🌟

02/13/2024

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

02/09/2024

Approaching retirement means shifting from a “saving mindset” to a “spending mindset.”

Because *how* you spend your hard-earned savings can impact how long your money lasts.

Let’s connect soon to evaluate your spending strategy for retirement. Together, we can:

✔️ Discuss how to address potential income gaps.
✔️ Analyze the impact of unexpected events.
✔️ Gauge how far your money can go.

02/05/2024

Dreaming of the future? Make your bucket list 📝 and we’ll help you create a financial strategy to bring it to life.

Together, let’s create a personalized financial plan that prioritizes your unique goals.



See thrivent.com/social for disclosures.

01/30/2024

How can we help you reach your financial goals? Let's connect today! 💼💪🤝

01/25/2024

Dr. Emily, a family practice physician, is working with her financial advisor to set herself up for continued success later in life. Are you setting goals on one income?

Keep these four tips in mind: https://bit.ly/46r4ju2

See thrivent.com/social for disclosures.

01/22/2024

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.

01/16/2024

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…

01/11/2024

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.

01/08/2024

With the increased costs of rent, purchasing a home may be a smart move. However, owning a home comes with its own expenses, so there are several things to keep in mind before taking the leap into homeownership:
💳 Credit score
📊 Debt-to-income ratio
💵 20% down payment

Watch this video for more tips! 👇

01/03/2024

Can you check any of these boxes?

☐ I mostly purchase items I need and rarely items I want.
☐ I spent much less than what I earn.
☐ I have at least 3 months of emergency savings I can easily access.

If you didn’t check all of these boxes, consider using Thrivent’s free, 1-on-1 Money Canvas coaching program to help you build healthier money habits 👉 thrivent.com/moneycanvas

01/01/2024

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