Brett Mountain, RICP
Category
General Information
Locality: Simi Valley, California
Address: 3605 Alamo Street, Suite 320 93063 Simi Valley, CA, US
Website: connect.thrivent.com/brett-mountain
Likes: 83
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With the end of the year just around the corner, it’s time to maximize your contributions to your retirement accounts. What can you do today to get one step closer to fully funding your IRA?
Don’t miss your opportunity to vote in Thrivent’s 2021 board of directors elections. Visit https://bit.ly/3Dgl5gF to make your voice heard and help shape how our organization is led.
Benefit enrollment season is a great time to reassess your health care cost needs for the upcoming year. Prevent financial strain by choosing benefits that can help cover upcoming health expenses, both planned and unexpected.
As a Thrivent client with membership, you play a key role in shaping the future of our organization. Head to https://bit.ly/3Dgl5gF to choose the candidates who will help us continue to thrive with purpose. The elections close Nov. 20.
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.
Where you invest your time is just as important as where you invest your money. We can help you find the right balance. Click the link to schedule a free consultation today! https://bit.ly/34j5cHz
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.
October is Pregnancy and Infant Loss Awareness Month. Clients with membership, if you or someone you know has experienced a miscarriage, stillbirth or loss of a newborn, a complimentary care package for grieving parents was created just for you. Keep it for yourself or share it with a friend to help them with healing. Learn more. https://www.thrivent.com//member-benefits-and-programs.htm
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/brett-mountain/
In a stock market rally that has defied expectations, what can we expect in the coming months as the country and economy recover from the impact of the COVID-19 pandemic?
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
We offer guidance and solutions to give you financial clarity, so you can live the life you wanttoday and tomorrow. https://connect.thrivent.com/brett-mountain/
With the economic effects of COVID-19 still lingering, stocks are surprisingly on the rise. Thrivent Mutual Funds explains how in the September market update.
One way to help balance risk is through a diverse range of investments. Share your best investment tip below.
Money saving tip: Look at your recurring subscriptions and cancel any that you don’t regularly use. Do you have a favorite tip to jump-start your savings?
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