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

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View your tax forms along with other documents online! đź’» https://www.thrivent.com/ Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures.

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View your tax forms along with other documents online! đź’» https://www.thrivent.com/ Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures.

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An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages. Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney

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An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages. Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney

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Saving for retirement is important—but knowing whether your savings will last is essential. A retirement stress test helps evaluate how your plan holds up under different scenarios and life changes. If you’ve ever wondered, “Will I have enough?” this is a great place to start. Let’s build clarity and confidence together. #RetirementGoals #PlanWithConfidence #StressTest #FinancialPlanning #RetirementIncome For disclosure information, see thrivent.com/social.

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Saving for retirement is important—but knowing whether your savings will last is essential. A retirement stress test helps evaluate how your plan holds up under different scenarios and life changes. If you’ve ever wondered, “Will I have enough?” this is a great place to start. Let’s build clarity and confidence together. #RetirementGoals #PlanWithConfidence #StressTest #FinancialPlanning #RetirementIncome For disclosure information, see thrivent.com/social.

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Retirement isn’t one chapter—it’s a journey with changing needs over time. Working with our team means having a strategy designed for today, tomorrow, and the years ahead—helping you feel prepared no matter what retirement brings. #RetirementReady #FinancialPlanning #LongTermPlanning #IncomeInRetirement For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Retirement isn’t one chapter—it’s a journey with changing needs over time. Working with our team means having a strategy designed for today, tomorrow, and the years ahead—helping you feel prepared no matter what retirement brings. #RetirementReady #FinancialPlanning #LongTermPlanning #IncomeInRetirement For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Finances + Generosity | Thrivent

Even though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?

Thrivent can help you plan your finances for the people, causes and communites you love.

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Financial planning isn’t just about investments—it’s about aligning your goals, values, and life plans. We look at the full picture, from cash flow and investments to retirement, taxes, and legacy planning. By working with a us, you get a long-term partner focused on helping you make informed decisions and feel confident every step of the way. For disclosure information, see thrivent.com/social. #CFPDifference #FinancialAdvisor #HolisticPlanning #LongTermStrategy #YourFuturePlanned #FinancialWellness #ConfidenceInPlanning

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Financial planning isn’t just about investments—it’s about aligning your goals, values, and life plans. We look at the full picture, from cash flow and investments to retirement, taxes, and legacy planning. By working with a us, you get a long-term partner focused on helping you make informed decisions and feel confident every step of the way. For disclosure information, see thrivent.com/social. #CFPDifference #FinancialAdvisor #HolisticPlanning #LongTermStrategy #YourFuturePlanned #FinancialWellness #ConfidenceInPlanning

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Our team helps create a strategy based on your values and goals. For additional disclosures see Thrivent.com/social

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Our team helps create a strategy based on your values and goals. For additional disclosures see Thrivent.com/social

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Charitable giving isn’t defined by the size of a gift—it’s defined by intention. From small recurring donations to volunteering time or donating appreciated assets, there are many ways to give that fit different financial situations. With the right approach, giving can be both impactful and financially efficient—helping you support what matters most while staying aligned with your broader goals. #SmartGiving #Philanthropy #FinancialPlanning #ValuesBasedPlanning #GivingWithIntention For disclosure information, see thrivent.com/social.

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Charitable giving isn’t defined by the size of a gift—it’s defined by intention. From small recurring donations to volunteering time or donating appreciated assets, there are many ways to give that fit different financial situations. With the right approach, giving can be both impactful and financially efficient—helping you support what matters most while staying aligned with your broader goals. #SmartGiving #Philanthropy #FinancialPlanning #ValuesBasedPlanning #GivingWithIntention For disclosure information, see thrivent.com/social.

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Financial freedom isn’t just about having more. It’s about using what you’ve built intentionally—so you control your calendar, your priorities, and your time. We believe money is a tool, not the destination, and the best plans focus on aligning your finances with the life you want to live. When your plan supports your purpose, freedom follows. #FinancialFreedom #MoneyWithPurpose #WealthWithMeaning #TimeFreedom #IntentionalLiving For disclosure information, see thrivent.com/social.

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Financial freedom isn’t just about having more. It’s about using what you’ve built intentionally—so you control your calendar, your priorities, and your time. We believe money is a tool, not the destination, and the best plans focus on aligning your finances with the life you want to live. When your plan supports your purpose, freedom follows. #FinancialFreedom #MoneyWithPurpose #WealthWithMeaning #TimeFreedom #IntentionalLiving For disclosure information, see thrivent.com/social.

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If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn

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If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn

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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