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Insights

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

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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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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Thrivent- Western Ohio Group: Christmas Food Drive Challenge

Come join us on Sun, Dec 8, 2024 at 1:30 PM at Cinemark Miami Valley where we will join together and collect non-perishable food donations to benefit the Fish Choice Pantry and the Bethany Center! Simply bring in a bag or box of non-perishable food items to the movie theater and join us in a special showing of the movie, Elf! Can't attend the movie but would still like to make a donation? Contact us to arrange a time to drop off your generous donation at our office. Suggested donation items: Boxed Mashed Potatoes, Jar of Gravy, Corn, Green Beans, Stove Top Stuffing, Canned Fruit, Canned Soup, Peanut Butter, Cereal, Mac & Cheese, Applesauce, canned meat (tuna, chicken, spam), rice, noodles, chicken broth, beef broth. Don't miss out on this opportunity to make a positive impact in our community. Click on the link to reserve your tickets! https://www.eventbrite.com/e/thrivent-western-ohio-group-christmas-food-drive-challenge-tickets-1069111895459?aff=oddtdtcreator This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold.

Let's spread some holiday cheer by collecting as much food as we can for those in need this Christmas!

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Thrivent- Western Ohio Group: Christmas Food Drive Challenge

Come join us on Sun, Dec 8, 2024 at 1:30 PM at Cinemark Miami Valley where we will join together and collect non-perishable food donations to benefit the Fish Choice Pantry and the Bethany Center! Simply bring in a bag or box of non-perishable food items to the movie theater and join us in a special showing of the movie, Elf! Can't attend the movie but would still like to make a donation? Contact us to arrange a time to drop off your generous donation at our office. Suggested donation items: Boxed Mashed Potatoes, Jar of Gravy, Corn, Green Beans, Stove Top Stuffing, Canned Fruit, Canned Soup, Peanut Butter, Cereal, Mac & Cheese, Applesauce, canned meat (tuna, chicken, spam), rice, noodles, chicken broth, beef broth. Don't miss out on this opportunity to make a positive impact in our community. Click on the link to reserve your tickets! https://www.eventbrite.com/e/thrivent-western-ohio-group-christmas-food-drive-challenge-tickets-1069111895459?aff=oddtdtcreator This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold.

Let's spread some holiday cheer by collecting as much food as we can for those in need this Christmas!

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

A resilient retirement strategy accounts for the everyday and the unexpected—including market and economic uncertainty. Here are some steps you can take to...

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Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the...

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage.

How much life insurance should you have? As life changes, so does the answer to that question.

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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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