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Insights

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

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.

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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.

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Retirement planning doesn't stop when you start a business. In fact, that's when it matters more. As a small business owner, you'll want to choose a retirement plan that supports the financial future you're working toward. Which tax-advantaged retirement account fits your goals? This guide breaks down the differences between each option: https://bit.ly/3JqVOcb

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Retirement planning doesn't stop when you start a business. In fact, that's when it matters more. As a small business owner, you'll want to choose a retirement plan that supports the financial future you're working toward. Which tax-advantaged retirement account fits your goals? This guide breaks down the differences between each option: https://bit.ly/3JqVOcb

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Balancing today’s priorities with tomorrow’s goals

Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️

Work. Family. Financial commitments. These tips can help you juggle all three as you manage expenses and save for the future in your 30s, 40s, 50s and 60s.

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A great time to get started on retirement planning is today. Explore Thrivent's retirement income planning calculator to help guide your journey ➡️ https://bit.ly/400qpSt

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A great time to get started on retirement planning is today. Explore Thrivent's retirement income planning calculator to help guide your journey ➡️ https://bit.ly/400qpSt

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Are you already a Thrivent member? Don't forget to apply for your Action Team funds! This is a great way to give back to the community. Last year my Action Team grant allowed us to make over 100 hope tote bags for the Phoenix Rescue Mission. Ask me how to apply for your Action Team!

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Are you already a Thrivent member? Don't forget to apply for your Action Team funds! This is a great way to give back to the community. Last year my Action Team grant allowed us to make over 100 hope tote bags for the Phoenix Rescue Mission. Ask me how to apply for your Action Team!

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5 simple retirement planning questions to ask yourself

Living your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️

Your retirement years can be some of the best of your life, but reaching your financial and lifestyle goals requires planning. Here are five questions to help...

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Budgeting 101: Definition, purpose & types

Your budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.

Setting a budget can be a powerful tool to help you align everyday money decisions with your values. It can help you spend, save, invest and give without much...

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Life insurance checkup

Does your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️

A life insurance checkup helps you make sure your coverage continues to protect the people and promises that are important to you. Evaluate your coverage.

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.

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