Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
  • Events
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Events
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image Read Post
Image

Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN

Image

Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN

Image Read Post
Image

Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 15th 12:30 pm to 1:30 pm Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-361-2810 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Image

Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 15th 12:30 pm to 1:30 pm Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-361-2810 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Image VIEW MORE +
Image

Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

Image Read Post
Image

Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

Image

Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

Image Read Post
Image

Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.

Image

Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.

Image Read Post
Image

Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 15th 12:30 pm to 1:30 pm Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-361-2810 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Image

Join us for a watch party in our new office! We will be watching Thrivent’s Economic Update that is produced quarterly. Thrivent’s top asset managers & leaders will share insights and guidance on: -The health of today’s economic landscape -Implications of current political events -Answering questions during a live Q&A Tues. July 15th 12:30 pm to 1:30 pm Tues. July 22nd 6:00 pm to 7:00 pm Food and refreshments will be provided for both dates. Feel free to invite anyone you think may be interested in this event. RSVP to: Cheryl.berry@thrivent.com/ 215-361-2810 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Image Read Post
Image

If you fall into any of the categories below, you may want to consider how disability income insurance can help you when you most need it: >> Family breadwinners >> Stay-at-home parents >> People with physically demanding jobs >> Self-employed workers >> Workers with insufficient coverage For more information on disability income insurance: https://bit.ly/44JFBY0

Image

If you fall into any of the categories below, you may want to consider how disability income insurance can help you when you most need it: >> Family breadwinners >> Stay-at-home parents >> People with physically demanding jobs >> Self-employed workers >> Workers with insufficient coverage For more information on disability income insurance: https://bit.ly/44JFBY0

Image Read Post
Image

Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss. See thrivent.com/social for important disclosures.

Image

Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss. See thrivent.com/social for important disclosures.

Image VIEW MORE +
Image

June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

Image Read Post
Image

Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

Image

Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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

Thrivent financial advisors and 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.