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Insights

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

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As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you. Learn more here: https://bit.ly/45coYDA If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.

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As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you. Learn more here: https://bit.ly/45coYDA If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.

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Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture. The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0 If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture. The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0 If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Disability income insurance: What it is & how it works

Disability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️

No one expects to get sick or injured. But 1 in 4 of today's 20-year-olds can expect to experience a disabling event before they reach retirement age, whether...

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What you need to know about legacy planning & how to get started

Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓

After years of hard work and dedication, building a legacy you can pass along might be one of your top priorities. With each passing year, you may be thinking...

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Do you need life insurance? Questions to ask yourself & your family

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like...

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The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy. Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come. See thrivent.com/social for important disclosures.

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The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy. Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come. See thrivent.com/social for important disclosures.

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Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off. Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm

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Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off. Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm

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👉 Tip: Don’t forget to check your FSA or HSA by year-end. ✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. See thrivent.com/social for important disclosures.

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👉 Tip: Don’t forget to check your FSA or HSA by year-end. ✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. See thrivent.com/social for important disclosures.

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🏡 Your financial house should be built to last—and you can make it stronger with the right help. Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you: ✅ Prepare for the unexpected ✅ Save and invest for major milestones ✅ Adapt as your goals evolve Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more. See thrivent.com/social for important disclosures.

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🏡 Your financial house should be built to last—and you can make it stronger with the right help. Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you: ✅ Prepare for the unexpected ✅ Save and invest for major milestones ✅ Adapt as your goals evolve Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more. See thrivent.com/social for important disclosures.

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Feeling overextended? If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once. Relieve the pressure with a financial plan that helps you: ✅ Prioritize what matters most ✅ Ease the stress of competing demands ✅ Not lose track of your goals Let’s connect to create a financial plan that supports you—and those who depend on you. See thrivent.com/social for important disclosures.

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Feeling overextended? If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once. Relieve the pressure with a financial plan that helps you: ✅ Prioritize what matters most ✅ Ease the stress of competing demands ✅ Not lose track of your goals Let’s connect to create a financial plan that supports you—and those who depend on you. See thrivent.com/social for important disclosures.

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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