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Retirement > Preparing to Transition > Your Vision
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Your Vision  
  You want to make smart decisions about how to remain financially comfortable throughout retirement. To do so, you need to have a clear picture of what you’ll be doing and how much you’ll need to support your new lifestyle.   white space Picture of retired couple
 
   

How will you spend your days?
Today, retirement means you have the chance to focus on whatever matters most to you. Family. Travel. Hobbies. Education. Community. Faith.

Here are some thought-starters to help you identify income or expenses that will accompany your new lifestyle.

  • Will you quit working altogether? If not, will a part-time job supply income that will contribute meaningfully to your expenses?
  • Do you hope to purchase a second residence? How will a second mortgage, travel between your two homes, additional insurance and other expenses affect your new budget?
  • Will you have good benefits from your previous employer? Do you need to consider new or different health, life or long-term care insurance?
  • Do you still have family members at home or in school who rely on you for financial support?
  • Do you plan to volunteer? Are there tax-advantaged opportunities to support the cause(s) of your choice financially?

We’ll help you thrive

As you approach retirement, you should be filled with excitement and confidence. If you’re experiencing anxiety or doubt, chances are you could benefit from talking to a Thrivent Financial representative. We can help you detail your expenses, create a new budget, examine your portfolio and make choices about how you’ll take income in retirement.

Contact us today. We’ll help bring your vision and strategy into focus.

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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, its affiliates, Financial Representatives and employees do not provide legal, accounting, or tax advice or services. This summary information is provided for your education, and to help you start preparing for retirement. It is not intended to be tax or legal advice. We strongly advise that you consult your legal and/or tax advisor before making any tax-related financial decisions.

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 Thursday, May 17, 2007 at 12:18 PM