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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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5 simple retirement planning questions to ask yourself

Living your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️

Your retirement years can be some of the best of your life, but reaching your financial and lifestyle goals requires planning. Here are five questions to help...

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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.

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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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When generosity is valued by a financial services organization and its clients, there’s no shortage of opportunities to make an impact. How can Thrivent help you make a difference in your community?

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When generosity is valued by a financial services organization and its clients, there’s no shortage of opportunities to make an impact. How can Thrivent help you make a difference in your community?

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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3rd Quarter 2024 Market Outlook: Waiting for the Fed

Second quarter economic results were mixed. What does that mean for investors looking ahead to third quarter? Take a look at Thrivent’s 3rd Quarter Market Outlook to learn more.

With static interest rates and mixed economic data, we favor stocks over bonds, growth over value and domestic over international.

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Life insurance & living benefits: Ways to use permanent life insurance

Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

A solid financial plan covers many things, not the least of which is planning for retirement and having life insurance to help protect your family’s security...

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Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)

Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you. 36386k-2

Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to...

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.​​

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.​​

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Want to Retire in Five Years? What You Must Know

Saw this great article today. Please check it out. https://www.investopedia.com/articles/retirement/07/5yearstoretirement.asp

Here's how to do a retirement needs analysis to know if you will have enough money to retire when you want to.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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