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ASK THRIVENT FINANCIAL

Q: I put money away for retirement, but I never really got around to “planning.” Now that I’m retired, I have things I want to do, like travel and help my grandchildren with college. I want to use my resources wisely so I’m not a financial burden to my family later on. Is it too late to come up with a plan?

A: While it’s scary to think about running out of money in retirement, it is never too late to plan how you’ll use your income to make sure you don’t deplete your assets entirely. Asking questions—how much income you need, whether you want to leave an estate to heirs and what your other financial goals are—is a good place to start. A new retirement income program from Thrivent Financial has tools to help you evaluate your answers and provides ongoing advice to help you adjust your plans as your retirement progresses. Most important: remember, it’s never too late to get started. Your Thrivent Financial representative can help.

 

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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)

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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 Tuesday, April 3, 2007 at 11:07 AM