Mary Jo Boswell-Thrivent

09/10/2024

There are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.

Life insurance can be a planful way to show your dedication to the people you care about—offering them protection and potential for a financial benefit.

09/06/2024

How can you avoid confusion about Medicare?

If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang

Tuesday, September 10 at 1:00pm & 7:30pm EST

Register today: https://bit.ly/21stCentury_Medicare

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

09/03/2024

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇

Together, we can make sure your family is covered for the future.

From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like unexpected death, it can be tempting to avoid conversations altogether.

09/02/2024

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

08/30/2024

Keeping your beneficiary designations up to date can be simple. Put a reminder on your calendar to check them every year!

08/27/2024

How can you live well in retirement and make your savings last? Find out here.

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the chance of living longer than you expect and putting an unplanned strain on your retirement savings. In fact, running out of money is the…

08/22/2024

Imagine the relief your beneficiaries will experience when you leave them a plan that’s already been well thought through. That’s the power of estate planning.

See thrivent.com/social for important disclosures.

08/20/2024

Thrivent has once again proven its commitment to financial strength. AM Best has reaffirmed Thrivent's A++ (Superior) rating with a stable outlook for 2024. Thrivent continues to be dedicated to supporting clients through every stage of their financial journey.

08/14/2024

It’s so inspiring to see clients and friends wearing Live Generously T-shirts in their communities. Don’t miss your chance to vote for a new shirt design. Voting is open until Aug. 16.

The next Live Generously shirt will feature:

👕 The same soft material you know and love.
✔️ A light blue color beginning in 2025.
❤️ The Thrivent heart representing your commitment to give back.

Vote today ➡️ https://bit.ly/3yCTGc0

08/13/2024

Thrivent’s Director of Investment Grade Research says bonds offer:

✅Portfolio diversification

✅Portfolio stability

✅Predictable income

Learn more: https://bit.ly/4d1GTyV

08/08/2024

Watch Thrivent's recent Market & Economic Update to learn what you can expect from now until end of the year.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

08/06/2024

Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆

The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively.

The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO

08/01/2024

Go where the growth is. 📈 The financial advisor career is projected to grow more than four times the rate of real estate agents. People will always crave the purpose-based, human-to-human financial advice Thrivent financial advisors offer. Learn more about this in-demand career: thriventcareers.com/outlook

07/30/2024

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

07/26/2024

Don’t miss Thrivent’s Market & Economic Update livestream on Tuesday, July 30 at 12:30 p.m. EST.

Thrivent investment leaders will share their perspectives on the health of today’s economy, inflation and interest rates, bonds and their role in a portfolio, and market implications of current global geopolitical events.

Reserve your seat today 👉 https://bit.ly/3VGRfgc

No products will be sold. See thrivent.com/social for important disclosures.

07/23/2024

When generosity is valued by a financial services organization and its clients, there’s no shortage of opportunities to make an impact. How can Thrivent help you make a difference in your community?

07/12/2024

Much like a blueprint for building a house, your financial plan is designed around your values, needs and aspirations. Whether you already have a financial plan or you're ready to start one, a solid foundation addresses important concepts that support each level, for now and the future.

Reach out to learn more about Thrivent's financial house tool to see if you're on track.

Disclosures: thrivent.com/social

07/09/2024

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.

07/05/2024

If your golden years are right around the corner, it’s time to start thinking about how to bring your retirement dreams to life.

Whether you’re considering starting fresh in a new location, or downsizing and staying local, buying a retirement home is a big step. It’s wise to take time to reflect on whether buying a new home would be a good next step for you or whether you'd be better off staying where you live now.

As you weigh the advantages and disadvantages, remember you don't have to do it alone. Remember you can reach out any time during your decision- making process.

07/02/2024

Ready to simplify your retirement? Get started with 3 questions to help determine if downsizing is right for you:

1. Do I want to simplify my living?
2. Is my retirement income sufficient for my desired lifestyle?
3. Will my current neighborhood continue to meet my needs as I age?

Then let’s connect to talk through these questions and more.

06/28/2024

It seems there is a new scam in the headlines almost daily. Fraud is a serious topic and if you fall victim to it, it can have a serious impact in your life.

Join Thrivent for a Simple Safeguards presented by Retired FBI Special Agent, Jeff Lanza.

During this OnDemand Workshop, you will learn ways to protect yourself and your loved ones, how criminals try to trick us, steal our identities, and commit cyber fraud. Jeff will demonstrate the simple steps we can deploy to keep our identities safe and stay protected from the plethora of cyber scams and frauds that pervade our society.

This OnDemand Workshop is available now through Tuesday, July 16.

View today: https://bit.ly/Simple_Safeguards

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

06/26/2024

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.

06/21/2024

Thrivent has been named to the Fortune 500 list for the 30th consecutive year! I'm grateful to be a part of an organization whose strength is guided by purpose and good stewardship.

06/19/2024

Market volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.

Market volatility is a natural part of investing, which means that risk and reward go hand in hand as markets rise and fall. With many dramatic fluctuations in the market over the past several years and a slower economy forecast for 2024, investors may be faced with more ups and downs in the months....

06/11/2024

Are you exploring ways to add another retirement income source? An annuity is an insurance contract that guarantees income in retirement.

Choosing an annuity that is right for you will depend on your goals, values and financial situation. Let’s connect and discuss how an annuity could help you reach your retirement goals.

For more information on the different types of annuities 👉 https://bit.ly/43ehXiB

06/11/2024

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…

06/07/2024

No matter what stage of life you're in, a financial plan that's personalized to your goals and priorities can help you feel confident. Here are six steps you can take to get started:

1. Use SMART goals to establish clarity.
2. Get a full understanding of your current financial situation.
3. Check the strength of your financial foundation.
4. Grow what you have today into what you need for tomorrow.
5. Build a mindful spending strategy for the years ahead.
6. Establish your legacy.

Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg

Disclosures: thrivent.com/social

06/04/2024

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:

👉 Builds income for retirement
👉 Investment flexibility
👉 Tax savings potential
👉 Extra rider benefits

For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months or years, a deferred annuity provides you with flexibility and an opportunity for growth. Payments from your deferred annuity can begin one.....

05/31/2024

Your approach to retirement savings is unique to you. There's power in saving from an early age and finding the path that's right for you.

05/29/2024

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.