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Insights

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

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Make an impact in your community this summer by applying for a Thrivent Action Team to benefit a cause or organization you care about. 🥫host a summer food drive in your neighborhood and donate to local food pantry 🌭 host a brat/hot dog stand at a local Habitat for Humanity Restore or other nonprofit 🚒 thank your local fire or police departments with an appreciation dessert or lunch ✏️ host a school supply drive in your neighborhood 🎖️ recognize veterans in your community with cards made by your family, friends and neighbors ♻️ clean up a local park or walking/bike trail and provide treats to the volunteers Need more inspiration? Visit the Thrivent Action Team Hub to see what other community members are doing. See thrivent.com/social for important disclosures.

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Make an impact in your community this summer by applying for a Thrivent Action Team to benefit a cause or organization you care about. 🥫host a summer food drive in your neighborhood and donate to local food pantry 🌭 host a brat/hot dog stand at a local Habitat for Humanity Restore or other nonprofit 🚒 thank your local fire or police departments with an appreciation dessert or lunch ✏️ host a school supply drive in your neighborhood 🎖️ recognize veterans in your community with cards made by your family, friends and neighbors ♻️ clean up a local park or walking/bike trail and provide treats to the volunteers Need more inspiration? Visit the Thrivent Action Team Hub to see what other community members are doing. See thrivent.com/social for important disclosures.

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How to make financial decisions that reflect your values

Money decisions aren't just about numbers; they're about your heartstrings! 💓 Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰 Learn: 1. Identify your core values through self-reflection. 2. Set SMART goals in line with your values. 3. Seek professional advice for a purpose-driven financial strategy. Read more. 👇 #FinancialValues #ThriventFinancialAdvisors #AligningFinances

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

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september-2023-northboundgroupnewsletter.pdf

Exciting News 📢 I'm thrilled to announce that our incredible team has just released our very first newsletter, and I couldn't be more proud. 🎉Whether you're a colleague, partner, or simply interested in what we do, this newsletter is your window into our world. We've been apart of some amazing community events these last few months. Stay tuned for regular updates, and please feel free to reach out with your thoughts, suggestions, or feedback. We can't wait to hear from you! Thank you for being a part of our journey. Together, we're achieving remarkable things, and there's so much more to come. 🌟 #Teamwork #NewsletterLaunch #StayConnected

PDF Document

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3rd Quarter 2023 Market Outlook: The recession rain check

While a strong labor market and solid consumer spending has helped both economic growth and market optimism, a slowdown in the economy and a possible recession may still loom ahead. Read Thrivent's 3rd Quarter 2023 Outlook from Chief Investment Strategist Steve Lowe.

A strong labor market has helped both economic growth and market optimism, but in our view a slowdown and possible recession has most likely not been averted...

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The SECURE Act 2.0 allows a 529 plan rollover to a Roth IRA

Starting in 2024, beneficiaries of 529 accounts will have the option to transfer funds into their Roth IRA. For more information around eligibility requirements, check out this article.

The SECURE Act 2.0 created an exciting new option for people who invested more than they needed in 529 college saving plans: some of those funds can be used...

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Multipurpose Life Insurance

Cash value life insurance is more than just protection for your family. See how you can make it part of a thoughtful financial strategy.

Cash value life insurance can help protect your family, but it also comes with savings or investment opportunities. We can help you explore your options.

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Vote with purpose

November 20th is the final day to vote for Thrivent’s Board of Directors. Vote today, and make your voice heard.

Participate in Thrivent's Board of Directors elections by November 20....

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Vote with purpose

The Thrivent Board of Directors elections are open! You have two ways to vote by Nov. 20th: via paper ballot or online at Thrivent.com/vote. https://www.thrivent.com/offers/board.html?utm_source=fieldfb&utm_campaign=bod&utm_goal=en

Participate in Thrivent's Board of Directors elections by November 20....

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Vote with purpose

You can choose who leads your financial services organization. Cast your vote in Thrivent's Board of Directors election by November 20.

Participate in Thrivent's Board of Directors elections by November 20....

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Vote with purpose

Vote with purpose. Take a moment to make your voice heard in Thrivent’s Board of Directors election.

Participate in Thrivent's Board of Directors elections by November 20....

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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