Daniel Meyers - Thrivent

09/02/2024

Wishing you and your loved ones a safe and relaxing Labor Day.

07/04/2024

Have a fun and memorable 4th of July celebration!

06/24/2024

Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

A solid financial plan covers many things, not the least of which is planning for retirement and having life insurance to help protect your family’s security. Often those two goals are accomplished separately with retirement savings accounts and term life insurance.

06/20/2024

Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Help avoid common pitfalls and safeguard your finances for when life doesn't go as expected.

06/16/2024

Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

05/27/2024

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months leading up to this meaningful goal. You want to make sure you accomplish key preparations on schedule so you can live out the retirement…

05/27/2024

To all who served and sacrificed for our freedom, thank you.

05/20/2024

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

05/12/2024

Sharing a few life lessons from moms.

Add a favorite lesson from your own mom in the comments below.�To all moms and mother figures, happy Mother’s Day!

04/15/2024

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and individuals. However, after 2025, many of the act's tax law changes are scheduled to expire.

04/08/2024

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

04/02/2024

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️

1. Investment
2. Time
3. Income tax

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

03/31/2024

Easter blessings to you and your loved ones!

03/18/2024

Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?

Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.

See thrivent.com/social for important disclosures.

03/11/2024

With tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing widened tax brackets, tax rates, deductions and exemptions for the basis of your future planning.

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.

02/28/2024

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…

02/14/2024

Happy Valentine’s Day! Celebrate loved ones in your life—today and every day. ❤️

01/15/2024

Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do to honor his legacy in your community?

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. 👇

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.