Mary Jo Boswell-Thrivent

Mary Jo Boswell-Thrivent At Thrivent, we believe money is a tool, not a goal.

Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

The Washington UpdateTuesday, April 8 at 1:30 or 7:30 p.m.Register here https://bit.ly/The_Washington_Update How does wh...
04/04/2025

The Washington Update

Tuesday, April 8 at 1:30 or 7:30 p.m.

Register here https://bit.ly/The_Washington_Update

How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1

If you’re thinking about using an annuity as a source of retirement income, two important factors to weigh are when you’...
04/01/2025

If you’re thinking about using an annuity as a source of retirement income, two important factors to weigh are when you’d like payouts to begin and how long you’d like them to last.​

There are multiple annuity payout options to consider, allowing you to find the right fit for your financial situation. Learn more about the different annuity types and payout options available: https://bit.ly/3DMhbC0

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the pu...
03/28/2025

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments.

Take a look at this resource for more information.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal could increase your retirement income.

Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an hono...
03/25/2025

Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.

Learn more about this recognition: https://bit.ly/43B6P2o

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelon...
03/21/2025

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.

Considering extending your life insurance coverage? Converting your term policy to a permanent one can offer lifelong protection and potential cash value accumulation. Learn how term-to-permanent life insurance conversions work, the benefits of making the switch and other factors to consider.

Whatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.
03/14/2025

Whatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.

Plan for how you will handle market volatility with your investments.

Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income source...
03/11/2025

Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz

If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies a...
03/07/2025

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a plan for your charitable donations can be even more empowering.

As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your ri...
03/04/2025

As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​

Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning. Learn ...
02/27/2025

It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning. Learn to avoid tax "gotchas" at Keeping the Tax Man Away with Debbie Taylor, founder, and lead wealth advisor with Taylor Financial Group.

Tuesday, March 4 at 1:00pm & 7:30pm

Register today: https://bit.ly/KeepingTheTaxManAway

No products will be sold. For additional disclosures see thrivent.com/social. Speaker is not affiliated with Thrivent. Views are their own. 6037805.1

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and inve...
02/25/2025

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.

After decades of saving for retirement, you’ll need a solid strategy to ensure your money lasts throughout the years ahe...
02/20/2025

After decades of saving for retirement, you’ll need a solid strategy to ensure your money lasts throughout the years ahead.

Join Thrivent for What’s Your Retirement Style? — an exclusive conversation with Dr. Wade Pfau, where you’ll learn how to craft the right plan today to prepare for the journey tomorrow.

February 25th at 1:00 p.m. and 8:30 p.m. EST
February 26th at 9:30 p.m. EST

Don't miss out on expert insights that could help you navigate your retirement with confidence! Learn more and sign up: https://bit.ly/3VlgxRD

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for important disclosures.

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