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Insights

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

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Join us for a “Golden Strategies” webinar on Wednesday, September 18 at 10am ET and Thursday, September 19 at 1pm and 6pm ET. Learn about managing your retirement income and assets, estate planning and tax efficient investing from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at bit.ly/golden115.

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Join us for a “Golden Strategies” webinar on Wednesday, September 18 at 10am ET and Thursday, September 19 at 1pm and 6pm ET. Learn about managing your retirement income and assets, estate planning and tax efficient investing from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at bit.ly/golden115.

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Back-to-school budget: How much to save & tips for parents

Do you include your kids in back-to-school budgeting? Here's 3 reasons you should: 📘 Help improve financial literacy. ⚖️ Differentiate between wants and needs. 👩‍🏫 Teach lifelong lessons.

Back-to-school shopping can be exciting—and expensive. If you’re feeling the financial pinch this year, follow these tips for creating (and sticking to) an A...

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What's the fastest-growing, easy-to-learn sport that is fun to play at all ages? Pickleball! Join the Thrivent Herald Financial Group for a fun adult beginner's clinic on Saturday, September 14 at Frog Hollow Racquet Club and let's all hit the courts! No previous experience or equipment is needed -- paddles and balls will be provided. Wear comfortable clothes and tennis shoes as you will be moving around the court. We're hosting two separate clinic sessions at 4:00 p.m. and 5:30 p.m. Stay after or arrive early and join us for ice cream from 5:00 - 6:00 p.m. Bring a friend to join in the fun. Space is limited, so please register by September 6. RSVP by emailing kay.demito@thrivent.com or calling the office at 215-368-4888. We can't wait to see you there! Consider bringing a donation of condiments, relish, or pickles for local food pantries! No products will be sold.

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What's the fastest-growing, easy-to-learn sport that is fun to play at all ages? Pickleball! Join the Thrivent Herald Financial Group for a fun adult beginner's clinic on Saturday, September 14 at Frog Hollow Racquet Club and let's all hit the courts! No previous experience or equipment is needed -- paddles and balls will be provided. Wear comfortable clothes and tennis shoes as you will be moving around the court. We're hosting two separate clinic sessions at 4:00 p.m. and 5:30 p.m. Stay after or arrive early and join us for ice cream from 5:00 - 6:00 p.m. Bring a friend to join in the fun. Space is limited, so please register by September 6. RSVP by emailing kay.demito@thrivent.com or calling the office at 215-368-4888. We can't wait to see you there! Consider bringing a donation of condiments, relish, or pickles for local food pantries! No products will be sold.

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It's all about the when. Social Security is a vital income source—but timing is everything. When should I file for Social Security benefits? If I file and I continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this in person workshop, Savvy Social Security. During this presentation you will learn how to determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most of your Social Security. Sept. 23rd at 6:30 PM, Calvary Church: 820 PA 113, Souderton, PA 18964 Sept. 30th at 6:30 PM, Montgomery County 4 H: 1015 Bridge Rd, Collegeville, PA 19426 RSVP by emailing kay.demito@thrivent.com or calling 215-368-4888. Presented by Bridgit Holly, Financial Consultant and hosted by Herald Financial Group: Anthony Spangler, Brook Williams, Thomas McGuire, David Kratz, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Cheryl Berry, Kay DeMito, and Ryan Rapp. No products will be sold at this event. For additional disclosures, see Thrivent.com/social. No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures.

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It's all about the when. Social Security is a vital income source—but timing is everything. When should I file for Social Security benefits? If I file and I continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this in person workshop, Savvy Social Security. During this presentation you will learn how to determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most of your Social Security. Sept. 23rd at 6:30 PM, Calvary Church: 820 PA 113, Souderton, PA 18964 Sept. 30th at 6:30 PM, Montgomery County 4 H: 1015 Bridge Rd, Collegeville, PA 19426 RSVP by emailing kay.demito@thrivent.com or calling 215-368-4888. Presented by Bridgit Holly, Financial Consultant and hosted by Herald Financial Group: Anthony Spangler, Brook Williams, Thomas McGuire, David Kratz, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Cheryl Berry, Kay DeMito, and Ryan Rapp. No products will be sold at this event. For additional disclosures, see Thrivent.com/social. No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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What's the fastest-growing, easy-to-learn sport that is fun to play at all ages? Pickleball! Join the Thrivent Herald Financial Group for a fun adult beginner's clinic on Saturday, September 14 at Frog Hollow Racquet Club and let's all hit the courts! No previous experience or equipment is needed -- paddles and balls will be provided. Wear comfortable clothes and tennis shoes as you will be moving around the court. We're hosting two separate clinic sessions at 4:00 p.m. and 5:30 p.m. Stay after or arrive early and join us for ice cream from 5:00 - 6:00 p.m. Bring a friend to join in the fun. Space is limited, so please register by September 6. RSVP by emailing kay.demito@thrivent.com or calling the office at 215-368-4888. We can't wait to see you there! Consider bringing a donation of condiments, relish, or pickles for local food pantries! No products will be sold.

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What's the fastest-growing, easy-to-learn sport that is fun to play at all ages? Pickleball! Join the Thrivent Herald Financial Group for a fun adult beginner's clinic on Saturday, September 14 at Frog Hollow Racquet Club and let's all hit the courts! No previous experience or equipment is needed -- paddles and balls will be provided. Wear comfortable clothes and tennis shoes as you will be moving around the court. We're hosting two separate clinic sessions at 4:00 p.m. and 5:30 p.m. Stay after or arrive early and join us for ice cream from 5:00 - 6:00 p.m. Bring a friend to join in the fun. Space is limited, so please register by September 6. RSVP by emailing kay.demito@thrivent.com or calling the office at 215-368-4888. We can't wait to see you there! Consider bringing a donation of condiments, relish, or pickles for local food pantries! No products will be sold.

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What is a multi-year guaranteed annuity (MYGA) & how does it work?

Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty? 1. Certificate of deposit (CD) 2. High-yield savings account 3. Multi-Year Guarantee Annuity (MYGA) If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you. 36386k

When you're looking for investment solutions that offer stability and security—especially in an uncertain market—your options aren't just limited to CDs and...

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Thrivent Market & Economic update

Watch Thrivent's recent Market & Economic Update to learn what you can expect from now until end of the year.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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Thrivent wins LSEG Lipper Fund Awards United States 2024

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2024 winner for a second year.

Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2024 Winner for Thrivent Small Cap Stock Fund.

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The Balanced Homebuying Calculator is here to help you find the sweet spot between living, saving and giving. This tool isn’t just about what you can afford—it’s about ensuring you live comfortably while staying true to your financial goals and values. Check out the calculator here: https://bit.ly/3zcHjU7

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The Balanced Homebuying Calculator is here to help you find the sweet spot between living, saving and giving. This tool isn’t just about what you can afford—it’s about ensuring you live comfortably while staying true to your financial goals and values. Check out the calculator here: https://bit.ly/3zcHjU7

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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