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Insights

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

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Chris Lewis (a member of our team) recently earned the Certified Exit Planning Advisor (“CEPA”) credential granted by the Exit Planning Institute. This unique designation will allow him to advise business owner clients on how to successfully sell or transition their businesses and prepare to leave. We are excited to apply this knowledge to the needs of our clients who own businesses. As we go through this process together, he can guide our clients toward achieving financial clarity, enabling them to move ahead with confidence. See thrivent.com/social for important disclosures.

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Chris Lewis (a member of our team) recently earned the Certified Exit Planning Advisor (“CEPA”) credential granted by the Exit Planning Institute. This unique designation will allow him to advise business owner clients on how to successfully sell or transition their businesses and prepare to leave. We are excited to apply this knowledge to the needs of our clients who own businesses. As we go through this process together, he can guide our clients toward achieving financial clarity, enabling them to move ahead with confidence. See thrivent.com/social for important disclosures.

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How to plan for taxes in retirement

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

Tax-efficient...

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How to save more money in 2025: Tips, goals & accounts you can use

Make a plan to thrive in 2025 👏

Get expert tips, goal-setting strategies and recommendations on best savings accounts for achieving your financial goals.

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Protecting yourself from identity theft

Did you know? December is Identity Theft and Protection Awareness Month. Scammers are more active during the holiday season. Make sure to take proactive measures to guard yourself against identity theft. Here are some ways to protect yourself. ⬇️

Identity theft occurs when someone steals another person’s personal information. And it’s the nature of this type of crime to usually happen when you least...

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Boomer Bash Fall 2024. Margaritaville Theme Had the opportunity to represent Thrivent at northern Ohio's Boomer Bash. I great Happy Hour setting to meet new people, sample great food and have a drink or two for those of us that are 55+. My team mate Rob Janik and I met some great people. I even had a great conversation with one of my dad's high school classmates!

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Boomer Bash Fall 2024. Margaritaville Theme Had the opportunity to represent Thrivent at northern Ohio's Boomer Bash. I great Happy Hour setting to meet new people, sample great food and have a drink or two for those of us that are 55+. My team mate Rob Janik and I met some great people. I even had a great conversation with one of my dad's high school classmates!

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AG 2024 Celebration Tour Chris Lewis and Justin Petty were happy to sponsor the AG 2024 Celebration throughout Ohio.

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AG 2024 Celebration Tour Chris Lewis and Justin Petty were happy to sponsor the AG 2024 Celebration throughout Ohio.

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Whatever grade they’re in, there’s a game plan that can help you save for their college education. Need some help? Let’s talk through your options. There are products and tools that can meet you where you’re at. See thrivent.com/social for important disclosures.

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Whatever grade they’re in, there’s a game plan that can help you save for their college education. Need some help? Let’s talk through your options. There are products and tools that can meet you where you’re at. See thrivent.com/social for important disclosures.

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It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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Now that our information is more accessible online, it’s important to protect that data. During Cybersecurity Awareness Month, commit to helping keep your data protected. Here are 5 ways to start boosting your online security: https://bit.ly/3rCO6mH

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Now that our information is more accessible online, it’s important to protect that data. During Cybersecurity Awareness Month, commit to helping keep your data protected. Here are 5 ways to start boosting your online security: https://bit.ly/3rCO6mH

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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

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