Ashley Mountain, BFA
Category
General Information
Locality: Simi Valley, California
Phone: +1 805-915-4786
Address: 2655 First St. Suite 250 93065 Simi Valley, CA, US
Website: connect.thrivent.com/ashley-mountain
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How are you preparing to leave a legacy? Be sure you’ve named a beneficiary for all of your accountsand revisit your selections regularly to be sure they are up to date with your wishes.
Thrivent’s board of directors elections are now open. If you’re a client with membership, you have a voice in how our organization is led. Cast your vote for the candidates who guide Thrivent as it fulfills its promise of helping people achieve financial clarity, enabling lives full of meaning and gratitude. The election runs from Oct. 6 Nov. 20.
What is a must have on your fall financial checklist (i.e. using up your flex spending account money)?
Did you know that preparing your home for winter now could save you money when colder temperatures arrive? Tip: Tune up your furnace and seal your windows to help lower your heating bill.
Your financial strategyand how you structure ithas tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help you create a retirement strategy that supports your lifestyle for years to come. For disclosure information, see thrivent.com/social.
How much life insurance will you need? Learn some factors to consider and why twice your annual salary may not be enough. #LIAM
How often do you and your partner talk about your financial goals? With fall right around the corner, it’s a good time to connect with each other on your goals for next year.
Your financial strategyand how you structure ithas tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help your family enjoy more financial flexibilitynow and in the future. For disclosure information, see thrivent.com/social.
Life can be complicated, but life insurance doesn’t have to be. Let's explore how to make this important tool work for you and your family. #LIAM (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
When it comes to paying for college, there are more options available than you may think. While FAFSA may be the most popular, don’t forget that you can also use a 529 College Savings Plan, and apply for scholarships and grants.
Life insurance can make all the difference when the world suddenly looks different for those you love. #LIAM For disclosure information, see thrivent.com/social.
Your financial strategyand how you structure ithas tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help your strategy flex with life’s fluctuations. For disclosure information, see thrivent.com/social.
Have you ever involved your kids in your family budgeting and spending meetings? This can be a great way to get them thinking about finances at an early age.
Thrivent’s Board of Directors is committed to advancing Thrivent’s promise of helping people to achieve financial clarity and enabling lives full of meaning and gratitude. Hear from Board Member, Lynn Crump-Caine on why it’s important to vote.
It’s tempting to put off thinking about insurance, but having a strategy is crucial when protecting loved ones. Check out this deep dive to learn more about the options available to you.
Make sure your investments are working hard for your goals. We can give you the guidance that gets you where you want to go. Let’s connect: https://connect.thrivent.com/ashley-mountain/
We offer guidance and solutions to give you financial clarity, so you can live the life you wanttoday and tomorrow. Book a meeting with Ashley Mountain
Vote with purpose. Take a moment to make your voice heard in Thrivent’s Board of Directors election.
Market changes have the potential to create stress, so it’s especially important to get clarity on your financial goals and move forward. Get tips for planning during a pandemic. https://www.thrivent.com//retirement-planning-during-a-pan
At InFaith Community Foundation, you can support the charities and causes that mean the most to you through bequests and beneficiary proceeds. Watch this video to learn how this type of generous gift works to provide ongoing support in our shared community. https://www.youtube.com/watch?v=t-04xr2aZPs&feature=youtu.be InFaith Community Foundation is a public charity that serves individuals, organizations and the community through charitable planning, donor advised funds and endowments. InFaith works collaboratively with Thrivent and its financial professionals. For additional disclosures, see Thrivent.com/social
Where you invest your time is just as important as where you invest your money. We can help you find the right balance. Let's connect. https://connect.thrivent.com/ashley-mountain/
One way to help balance risk is through a diverse range of investments. Share your best investment tip below.
What’s your Financial Personality? By answering 8 simple questions, you can gain insight into what money means to you. https://bit.ly/3juAkZs
This fall, we are focused on giving back and enjoying the small moments. Wishing you a season of gratitude.
When it comes to buying a home, we know how important it is to find a home loan that leaves room for the things that really matter, such as saving and giving. Right now, thanks to our friends at Thrivent Credit Union, you can save $500 on closing costs and they’ll give $500 to charity. Learn more about this offer today. https://bit.ly/2GjEzcl
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