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Insights

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

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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Join us for 5 Keys to Retiring Fearlessly, a free workshop on May 6, 2025 from 6:00 pm to 8:00 pm at The Renaissance in Tiffin. Learn insights that can help you achieve your retirement goals. Register today: https://connect.thrivent.com/abundance-financial-group/events No products will be sold.

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Join us for 5 Keys to Retiring Fearlessly, a free workshop on May 6, 2025 from 6:00 pm to 8:00 pm at The Renaissance in Tiffin. Learn insights that can help you achieve your retirement goals. Register today: https://connect.thrivent.com/abundance-financial-group/events No products will be sold.

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Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr Here to connect you or your loved ones to resources that can help.

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Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr Here to connect you or your loved ones to resources that can help.

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If you:​ • Value generosity and making a community impact.​ • Want a support network and access to mentorship.​ • Have a desire to help people reach their financial goals.​ 💼 You could have a lucrative career as a Thrivent financial advisor. Explore opportunities: thriventcareers.com/3EtoBdj​

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If you:​ • Value generosity and making a community impact.​ • Want a support network and access to mentorship.​ • Have a desire to help people reach their financial goals.​ 💼 You could have a lucrative career as a Thrivent financial advisor. Explore opportunities: thriventcareers.com/3EtoBdj​

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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!

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

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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