The Legacy Creator
Here are a few suggestions that may help you build a meaningful legacy of love and achievement.
You may relate if you're...
welcoming a child | exploring career options | starting a business | planning for children’s education | saving for major purchases
Consider
Start a college savings planConsider
Separate personal and business financesConsider
Increase emergency fundTalking with your household
Financial choices can impact everyone. Start a conversation with the other financial decision makers in your household using these questions:
QUESTION 1
How much do we need to save for our child’s education?
QUESTION 2
What changes do we need in our budget?
QUESTION 3
How do we balance career commitments and childcare responsibilities?
QUESTION 4
What are our options for childcare, and how much will they cost?
Consulting with a financial advisor
A financial advisor can help with supporting your wealth and achieving your goals. Here are some key questions to ask them:
QUESTION 1
What are some investment options to consider for a new business?
QUESTION 2
How may we optimize our budget to cover additional expenses?
QUESTION 3
Should we consider a health savings account?
QUESTION 4
Are there life insurance adjustments we should consider?
Consider
Start a college savings planConsider
Separate personal and business financesConsider
Increase emergency fundTalking with your household
Financial choices can impact everyone. Start a conversation with the other financial decision makers in your household using these questions:
QUESTION 1
How much do we need to save for our child’s education?
QUESTION 2
What changes do we need in our budget?
QUESTION 3
How do we balance career commitments and childcare responsibilities?
QUESTION 4
What are our options for childcare, and how much will they cost?
Consulting with a financial advisor
A financial advisor can help with supporting your wealth and achieving your goals. Here are some key questions to ask them:
QUESTION 1
What are some investment options to consider for a new business?
QUESTION 2
How may we optimize our budget to cover additional expenses?
QUESTION 3
Should we consider a health savings account?
QUESTION 4
Are there life insurance adjustments we should consider?
Helpful tools
College savings calculator
Use this calculator to help develop or fine-tune your education savings plan.
Life insurance calculator
How much life insurance do you actually need? Use this calculator to find out.
Retirement income planning calculator
This calculator can help you hone your strategy towards reaching your retirement income goal.
Two ways to schedule your free consultation
A local financial advisor near you
Find a financial advisor in your community and start building a relationship to get you on the right path toward your goals.
Virtual Advice Team
Talk to a financial advisor, online or over the phone, when and how it's convenient for you.
By selecting “Find a financial advisor” you will have the opportunity to find and request contact with a Thrivent financial advisor near you. By selecting “Contact the Virtual Advice Team” you will be able to schedule a call with a financial advisor from the Virtual Advice Team.