Kristi Clark- Thrivent
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06/10/2026
Schedule a check-in before April 1 to explore options to strengthen your savings and make the most of your retirement years.
Are your retirement savings on track? How much you need to save depends on your income, lifestyle and retirement goals. Connect with your financial advisor today to take advantage of urgent options for your retirement timeline.
06/08/2026
What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw
06/05/2026
So proud of my clients! Thank you for all that you do. It’s an honor to serve you.
06/04/2026
When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
Working tax efficiency into your financial strategy Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.
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150 E. Palmetto Park Road Ste 800
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33432
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