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Insights

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

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MEET THE TEAM MONDAY! We're back with another spotlight on the people of Atlas Financial Advisors and this week we're introducing - Megan Hansen! Megan has been with Atlas for 16 years and is based in our Iowa Falls office. As a fully licensed team member, Megan works closely with our advisors to support applications, trades, transactions, and client follow-up activities. Megan helps coordinate many of the operational processes that support our advisors and clients, contributing to the day-to-day workflow of the team. If you've worked with our office, you may have interacted with Megan along the way. Be sure to say hello when you see her! "See thrivent.com/social for important disclosure information."

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MEET THE TEAM MONDAY! We're back with another spotlight on the people of Atlas Financial Advisors and this week we're introducing - Megan Hansen! Megan has been with Atlas for 16 years and is based in our Iowa Falls office. As a fully licensed team member, Megan works closely with our advisors to support applications, trades, transactions, and client follow-up activities. Megan helps coordinate many of the operational processes that support our advisors and clients, contributing to the day-to-day workflow of the team. If you've worked with our office, you may have interacted with Megan along the way. Be sure to say hello when you see her! "See thrivent.com/social for important disclosure information."

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Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage. These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk

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Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage. These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk

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If you didn’t contribute to Social Security, there are still ways to help ensure you have enough to last you through retirement. Together, we can review your financial plan and discuss ways you can create additional income streams in retirement to supplement your savings.​ See thrivent.com/social for important disclosures.

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If you didn’t contribute to Social Security, there are still ways to help ensure you have enough to last you through retirement. Together, we can review your financial plan and discuss ways you can create additional income streams in retirement to supplement your savings.​ See thrivent.com/social for important disclosures.

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Thinking about working while receiving Social Security? Your age and your earnings could impact the amount of your monthly Social Security benefit. ​ Here are considerations for balancing work and Social Security: https://bit.ly/41XxFAH

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Thinking about working while receiving Social Security? Your age and your earnings could impact the amount of your monthly Social Security benefit. ​ Here are considerations for balancing work and Social Security: https://bit.ly/41XxFAH

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It's time for our next BIRTHDAY CELEBRATION! If you are celebrating your birthday in Julu, August, or September, please join us in any of our three offices for treats!

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It's time for our next BIRTHDAY CELEBRATION! If you are celebrating your birthday in Julu, August, or September, please join us in any of our three offices for treats!

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Several factors, like age and marital status, should be taken into consideration when deciding when to start taking Social Security. But those are not the only ones. Learn more about other key factors that impact Social Security: https://bit.ly/44be4hK

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Several factors, like age and marital status, should be taken into consideration when deciding when to start taking Social Security. But those are not the only ones. Learn more about other key factors that impact Social Security: https://bit.ly/44be4hK

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It's time for our next BIRTHDAY CELEBRATION! If you are celebrating your birthday in Julu, August, or September, please join us in any of our three offices for treats!

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It's time for our next BIRTHDAY CELEBRATION! If you are celebrating your birthday in Julu, August, or September, please join us in any of our three offices for treats!

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Another year on the journey with us. Thank you for the difference you make every day.

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Another year on the journey with us. Thank you for the difference you make every day.

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It's time for our next BIRTHDAY CELEBRATION! If you are celebrating your birthday in Julu, August, or September, please join us in any of our three offices for treats!

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It's time for our next BIRTHDAY CELEBRATION! If you are celebrating your birthday in Julu, August, or September, please join us in any of our three offices for treats!

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Taking Social Security early? Reasons to consider (with pros & cons)

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

You can claim your Social Security retirement benefits as early as age 62. If you have limited retirement savings or more immediate income needs, delaying...

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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