Kelly McDonald, CMP

The latest survey from Thrivent finds that 46%—nearly half—of parents surveyed report they’ve had their adult children boomerang back home to live with them.* If you have adult kids living at home with you, see it as an opportunity to: - Set clear rules and stick to them. - Teach good money habits. - Be a role model. And in the meantime, don’t forget to make use of an extra set of hands to help around the house. 👏🏼 Need help prioritizing financial goals in this season? Let’s talk. *Thrivent 2024 Boomerang survey

Financial Literacy Month is the perfect time to remind you that the amount you can contribute to your workplace retirement account has increased this year, providing more opportunity for growth. Here are four tips on how to accelerate your retirement savings https://bit.ly/3JDn0kz

Creating a monthly budget can be challenging. Here's a guide to get you started.

At Thrivent, we believe money is a tool, not a goal, and we offer a variety of financial, educational and generosity resources, enabling individuals and institutional clients to take care of themselves and others for generations to come. These are some of my favorite ways that we work with churches and other nonprofit organizations: • Endowments and charitable funds—Flexible endowment fund options to help support the future mission of churches and nonprofits. • Advice and financial planning—Our financial advisors help you understand where you are today, define where you want to be tomorrow and create personalized strategies to help achieve your goals. • Generosity—From volunteering with a favorite organization to making recurring donations to worthwhile causes, Thrivent can help you build generosity into your financial strategy. See thrivent.com/social for important disclosures.

At Thrivent, we believe money is a tool, not a goal, and we offer a variety of financial, educational and generosity resources, enabling individuals and institutional clients to take care of themselves and others for generations to come. These are some of my favorite ways that we work with churches and other nonprofit organizations: • Endowments and charitable funds—Flexible endowment fund options to help support the future mission of churches and nonprofits. • Advice and financial planning—Our financial advisors help you understand where you are today, define where you want to be tomorrow and create personalized strategies to help achieve your goals. • Generosity—From volunteering with a favorite organization to making recurring donations to worthwhile causes, Thrivent can help you build generosity into your financial strategy. See thrivent.com/social for important disclosures.

Roth or Traditional IRA? If you're looking to be strategic with your retirement saving, you'll want to understand the differences between them and benefits of each. This guide will give you a full overview to help you compare, contrast, and make the right choice for your lifestyle now and goals for the future. Read on for a full primer on how IRAs can work for you then connect with a financial professional for individualized guidance.

For affluent investors, taking risks may not be quite so risky after all. Learn why.

It's never too early to secure the Foundation for your future! If you're a young person early in your career, we can set the first pieces of your Foundation now. At Thrivent, we use the Financial House to help you prioritize important goals, build a solid foundation and revisit your financial plan to track progress over time. Much like building a blueprint for building a house, your financial plan is designed to reflect your unique values, needs and aspirations. It's never too early to secure the Foundation for your future! See thrivent.com/social for important disclosures.

It's never too early to secure the Foundation for your future! If you're a young person early in your career, we can set the first pieces of your Foundation now. At Thrivent, we use the Financial House to help you prioritize important goals, build a solid foundation and revisit your financial plan to track progress over time. Much like building a blueprint for building a house, your financial plan is designed to reflect your unique values, needs and aspirations. It's never too early to secure the Foundation for your future! See thrivent.com/social for important disclosures.

Are you interested in learning more about estate planning? Should you have a will or should you have a trust? Learn more next week via our Teams webinar. Link to RSVP is below.

The latest survey from Thrivent finds that 46%—nearly half—of parents surveyed report they’ve had their adult children boomerang back home to live with them.* If you have adult kids living at home with you, see it as an opportunity to: - Set clear rules and stick to them. - Teach good money habits. - Be a role model. And in the meantime, don’t forget to make use of an extra set of hands to help around the house. 👏🏼 Need help prioritizing financial goals in this season? Let’s talk. *Thrivent 2024 Boomerang survey