A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.
Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-employed professional. Learn more about how it works and how it compares to other retirement plans here: https://bit.ly/3SIE9RK
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
A joint and survivor annuity can be a valuable tool to provide guaranteed income in retirement for yourself and your spouse. Learn how joint & survivor annuities work and the benefits they offer: https://bit.ly/4uIJqpO
And if you want to chat more, we can review your goals and see how a joint & survivor annuity could fit into your retirement income strategy.
Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:
1) Discover annuity basics: https://bit.ly/4goM2pe
2) Learn how annuities are taxed: https://bit.ly/4ozlVOi
3) Explore different types of annuities: https://bit.ly/4vRyUgO
Feel free to reach out with any questions you might have as you research. Here to be a resource for you.
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
Considering disability income insurance coverage but want to know more about what it might cost?
Know that premiums typically range from 1%-4% of your income. However, factors like the amount of income you want covered, your chosen benefit period, age and health ultimately determine what your premium will be. Dive deeper here: https://bit.ly/4vNjfPO
Thinking about purchasing disability income insurance coverage? It can help protect a portion of your income if illness or injury interrupts your ability to work. But there are other considerations to make before purchasing.
Let’s set up time to discuss if disability income insurance is right for you.
See thrivent.com/social for important disclosures.
Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.
Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.
A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
An annuity can guarantee income in retirement. In an uncertain world, annuities offer predictable retirement income and can help ensure you don’t outlive your savings. They also offer tax advantages and are customizable to your unique financial situation. Learn some of the basics about annuities here: https://bit.ly/4goM2pe
Let’s discuss how an annuity can fit into your retirement income strategy.
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.
See thrivent.com/social for important disclosures.
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
If you’re interested in understanding how today’s economy might play out in your financial life, be sure to watch Thrivent’s recent Market & Economic Update: https://bit.ly/3T9oifd
Key takeaways:
☑️ Markets are high, but gains are concentrated and valuations are elevated.
☑️ Today’s headlines can be loud—resist the urge to overreact.
☑️ The key to steady progress is diversification* and a long-term plan.
As a financial advisor,, my role is to help you evaluate your investments, evolve your strategy and confirm your mix meets your goals. So reach out if you have questions or want help fine-tuning your current financial plan.
*While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
For months now, one of the big questions has been: Is AI actually improving productivity and profitability? According to Thrivent’s Head of Private Equity Investment Jen Wilson, the answer is yes—but the benefits aren’t always easy to measure. Watch the clip: https://bit.ly/4hjp9UB
"But those who hope in the Lord will renew their strength. They will soar on wings like eagles; they will run and not grow weary, they will walk and not be faint." - Isaiah 40:31
Thrivent’s recent Market & Economic Update highlighted how major influences like AI, oil and inflation are playing out across the economy. In short: Markets are up, but so is uncertainty—and gains tend to be concentrated. Having a solid long-term financial strategy is usually your best defense.
Watch the full update here: https://bit.ly/3T9oifd
And feel free to reach out to me if you’d like to discuss ways to hone your current mix.
