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Checklist

Your Thrivent Financial for Lutherans representative can help you address this checklist of questions to help you get a jump start on next year. You also may want to consult an attorney and tax advisor when appropriate.

  • Do I have a budget? If so, have I updated it lately?
  • How can I reduce my debt?
  • How can I find ways to save more?
  • Do I have enough life and disability income insurance?
  • Have I reviewed my long-term financial goals recently?
  • Have I defined what I want to do in retirement?
  • How can I use my resources more wisely next year?

Note: Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.

 

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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)

Dalbar Seal of Excellence

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.

©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Friday, October 12, 2007 at 8:47 PM