News and Insights
Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!
Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone.
This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD
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. ⬇️
Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk
If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit.ly/4lHdDRL
We had the entire team together — live and in person — in Florida! From capturing new team photos to visiting Back to Nature Wildlife Refuge and enjoying a hilarious evening at their hosted Sleuth’s Mystery Dinner, this trip was all about bonding, laughter, and making unforgettable memories.
Grateful for the time shared, the stories told, and the connections strengthened.
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
Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.
Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/4cHMafC
Knowing you have a plan for the future feels good.
Planning for extended care is an opportunity to think about your future health care needs and associated costs. Receive care on your own terms by making your wishes clear. This can help prevent stress for you and your loved ones. Let’s connect if you’d like to discuss further.
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56
🎉 Exciting News! 🎉
Please join us in congratulating Misty Morris on officially becoming a Financial Advisor with Thrivent!
Her dedication to learning, passion for helping others, and commitment to serving our clients has been evident from day one. We are so proud to see her take this next step and continue making a meaningful impact in the lives of those we serve.
Way to go, Misty!
See thrivent.com/social for important disclosure information
As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo
Happy 4th of July! Today, we celebrate freedom, unity, and the spirit of our nation. Wishing everyone a safe, joyful, and meaningful Independence Day!
