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Insights

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

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How to protect your family financially over the years

Thinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.

Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it...

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Thrivent proudly celebrates another year of ethical recognition

For the 12th year in a row, Thrivent has been named one of the World’s Most Ethical Companies. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.

Today, Thrivent is celebrating being named as one of the World's Most Ethical Companies for the 12th year in a row—more than a decade of being recognized as a...

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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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We are excited to participate in Giving Tuesday 2023 and help raise much needed funds to support our community. This year we are featuring the Robert Irvine Foundation. Join me and the Thrivent Member Network and the Robert Irvine Foundation at Ferguson Bath, Kitchen & Lighting Gallery on Giving Tuesday! To Learn More & To Register Visit: https://bit.ly/GT_PhillyEvent Unable to join us? You can still make an impact by visiting: https://bit.ly/GT_TheRobertIrvineFoundation Conditions apply.

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We are excited to participate in Giving Tuesday 2023 and help raise much needed funds to support our community. This year we are featuring the Robert Irvine Foundation. Join me and the Thrivent Member Network and the Robert Irvine Foundation at Ferguson Bath, Kitchen & Lighting Gallery on Giving Tuesday! To Learn More & To Register Visit: https://bit.ly/GT_PhillyEvent Unable to join us? You can still make an impact by visiting: https://bit.ly/GT_TheRobertIrvineFoundation Conditions apply.

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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An act of love: Tips for aging parents

Helping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇

The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...

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No matter what age you are, stage of life you're in, or what your occupation is, there is a life insurance policy that can meet your needs. Let's connect and discuss what options exist, so you can find the right coverage for you. If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.

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No matter what age you are, stage of life you're in, or what your occupation is, there is a life insurance policy that can meet your needs. Let's connect and discuss what options exist, so you can find the right coverage for you. If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.

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We are excited to participate in Giving Tuesday 2023 and help raise much needed funds to support our community. This year we are featuring the Robert Irvine Foundation. Join me and the Thrivent Member Network and the Robert Irvine Foundation at Ferguson Bath, Kitchen & Lighting Gallery on Giving Tuesday! To Learn More & To Register Visit: https://bit.ly/GT_PhillyEvent Unable to join us? You can still make an impact by visiting: https://bit.ly/GT_TheRobertIrvineFoundation Conditions apply.

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We are excited to participate in Giving Tuesday 2023 and help raise much needed funds to support our community. This year we are featuring the Robert Irvine Foundation. Join me and the Thrivent Member Network and the Robert Irvine Foundation at Ferguson Bath, Kitchen & Lighting Gallery on Giving Tuesday! To Learn More & To Register Visit: https://bit.ly/GT_PhillyEvent Unable to join us? You can still make an impact by visiting: https://bit.ly/GT_TheRobertIrvineFoundation Conditions apply.

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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. 👇

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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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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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