Insights

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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Welcome! You are invited to join a webinar: Jeff Bush: The Washington Update (Live Webinar). After registering, you will receive a confirmation email about joining the webinar.
Welcome! You are invited to join a webinar: Jeff Bush: The Washington Update (Live Webinar). After registering, you will receive a confirmation email about joining the webinar.The Washington Update with Jeff Bush Thursday, November 5th at 11:30 AM and 6:30 PM Interested in knowing how what's happening in Washington affects 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 your taxes, investments and retirement planning. Registration link: https://thrivent.zoom.us/webinar/register/2117891534298/WN_RnWsuozGRSqNnZ0CqCYZUg#/registration No products will be sold. Jeff Bush is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jeff Bush are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
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Interested in a financial advisor career but not sure where to start? At Thrivent, our Virtual Advice Team is designed to help you take that first step. You'll work with established clients while receiving training, coaching and support to build your experience and grow your career. Find your start: thriventcareers.com/4xIAsdr
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Join us for a very special in person presentation of "A Lifetime Gift with Shelly Halverson in person! When: Wednesday, October 28th, 2026 Location: Galesburg Community Arts Center 349 E Main St Galesburg, IL 61401 A meal will be served at 11:30 AM CT with the presentation starting at 12:00 PM CT. Please feel free to browse the art gallery from 11:00 AM CT-4:00 PM CT Attending will allow you to gain insights into the value of daring to prepare for what-if situations and end of life. Shelly will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. It's a gift for you and your loved ones in the event of a major health change or at end of life. To register: https://www.eventbrite.com/e/a-lifetime-gift-with-guest-speaker-shelly-halverson-tickets-2001713077700?aff=oddtdtcreator OR contact our office at 309-341-0073 or heartfeltfinancialassociates@thrivent.com No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
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Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
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🧩 Ready to put your puzzle skills to the test? Join us for a Jigsaw Puzzle Challenge on Saturday, November 7 at 5 p.m. at Ransom Memorial Library’s Elias B. Main Hall! 🍕 Teams of 5 🧩 500-piece puzzle 💵 $100 per team The winning team will be the first to complete the puzzle, eat a large pizza, and drink two drinks per person! To register, contact Jean Ann Erickson: 📧 jeanannerickson@icloud.com 📞 309-337-2655 Sponsored by Altona Historical Society and Thrivent. No products will be sold. See thrivent.com/social for additional disclosures.
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Join us for a very special in person presentation of "A Lifetime Gift with Shelly Halverson in person! When: Wednesday, October 28th, 2026 Location: Galesburg Community Arts Center 349 E Main St Galesburg, IL 61401 A meal will be served at 11:30 AM CT with the presentation starting at 12:00 PM CT. Please feel free to browse the art gallery from 11:00 AM CT-4:00 PM CT Attending will allow you to gain insights into the value of daring to prepare for what-if situations and end of life. Shelly will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. It's a gift for you and your loved ones in the event of a major health change or at end of life. To register: https://www.eventbrite.com/e/a-lifetime-gift-with-guest-speaker-shelly-halverson-tickets-2001713077700?aff=oddtdtcreator OR contact our office at 309-341-0073 or heartfeltfinancialassociates@thrivent.com No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.
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Join us for a very special in person presentation of "A Lifetime Gift with Shelly Halverson in person! When: Wednesday, October 28th, 2026 Location: Galesburg Community Arts Center 349 E Main St Galesburg, IL 61401 A meal will be served at 11:30 AM CT with the presentation starting at 12:00 PM CT. Please feel free to browse the art gallery from 11:00 AM CT-4:00 PM CT Attending will allow you to gain insights into the value of daring to prepare for what-if situations and end of life. Shelly will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. It's a gift for you and your loved ones in the event of a major health change or at end of life. To register: https://www.eventbrite.com/e/a-lifetime-gift-with-guest-speaker-shelly-halverson-tickets-2001713077700?aff=oddtdtcreator OR contact our office at 309-341-0073 or heartfeltfinancialassociates@thrivent.com No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
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The annual enrollment period for Medicare starts October 15th and runs through December 7th. If you need help evaluating your Prescription Drug plan or your Medicare Advantage plan for 2027, please give our office a call at 309-341-0073. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.
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There is a path for you to become a financial advisor (whatever your personality). Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice). Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
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Did you miss out on our watch parties? You have another chance to watch "Leaving a Thriving Legacy" right from the comfort of your home! Wednesday, October 14th, 2026, at 12:00 PM CT Thursday, October 15th, 2026, at 6:30 PM CT Hear from our special guest speaker, Eric Bilger, and learn strategies to help you better prepare for life’s “what-ifs.” This event is designed for our clients and their adult beneficiaries. Together we'll address common concerns about planning for aging parents and protecting family assets. We are dedicated to helping you make thoughtful plans for your future and the people you care about most. Register here: https://bit.ly/UMWOct14-15 No products will be sold. See thrivent.com/social for additional disclosures.
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlook
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
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🧩 Ready to put your puzzle skills to the test? Join us for a Jigsaw Puzzle Challenge on Saturday, November 7 at 5 p.m. at Ransom Memorial Library’s Elias B. Main Hall! 🍕 Teams of 5 🧩 500-piece puzzle 💵 $100 per team The winning team will be the first to complete the puzzle, eat a large pizza, and drink two drinks per person! To register, contact Jean Ann Erickson: 📧 jeanannerickson@icloud.com 📞 309-337-2655 Sponsored by Altona Historical Society and Thrivent. No products will be sold. See thrivent.com/social for additional disclosures.
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Join us for a very special in person presentation of "A Lifetime Gift with Shelly Halverson in person! When: Wednesday, October 28th, 2026 Location: Galesburg Community Arts Center 349 E Main St Galesburg, IL 61401 A meal will be served at 11:30 AM CT with the presentation starting at 12:00 PM CT. Please feel free to browse the art gallery from 11:00 AM CT-4:00 PM CT Attending will allow you to gain insights into the value of daring to prepare for what-if situations and end of life. Shelly will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. It's a gift for you and your loved ones in the event of a major health change or at end of life. To register: https://www.eventbrite.com/e/a-lifetime-gift-with-guest-speaker-shelly-halverson-tickets-2001713077700?aff=oddtdtcreator OR contact our office at 309-341-0073 or heartfeltfinancialassociates@thrivent.com No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
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🧩 Ready to put your puzzle skills to the test? Join us for a Jigsaw Puzzle Challenge on Saturday, November 7 at 5 p.m. at Ransom Memorial Library’s Elias B. Main Hall! 🍕 Teams of 5 🧩 500-piece puzzle 💵 $100 per team The winning team will be the first to complete the puzzle, eat a large pizza, and drink two drinks per person! To register, contact Jean Ann Erickson: 📧 jeanannerickson@icloud.com 📞 309-337-2655 Sponsored by Altona Historical Society and Thrivent. No products will be sold. See thrivent.com/social for additional disclosures.
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Did you miss out on our watch parties? You have another chance to watch "Leaving a Thriving Legacy" right from the comfort of your home! Wednesday, October 14th, 2026, at 12:00 PM CT Thursday, October 15th, 2026, at 6:30 PM CT Hear from our special guest speaker, Eric Bilger, and learn strategies to help you better prepare for life’s “what-ifs.” This event is designed for our clients and their adult beneficiaries. Together we'll address common concerns about planning for aging parents and protecting family assets. We are dedicated to helping you make thoughtful plans for your future and the people you care about most. Register here: https://bit.ly/UMWOct14-15 No products will be sold. See thrivent.com/social for additional disclosures.
Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.