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Insights

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

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Life changes—so should your paperwork. Take a moment to update beneficiaries on your financial accounts. It’s a simple step with a significant impact. 📝 📱(920) 840-6780 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community

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Life changes—so should your paperwork. Take a moment to update beneficiaries on your financial accounts. It’s a simple step with a significant impact. 📝 📱(920) 840-6780 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community

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Are misconceptions about annuities holding you back from securing the income protection and tax-deferred growth your plan is missing? For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Are misconceptions about annuities holding you back from securing the income protection and tax-deferred growth your plan is missing? For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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https://www.thrivent.com/insights/magazine/winter-2024/make-the-most-out-of-your-thrivent-online-accounts

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https://www.thrivent.com/insights/magazine/winter-2024/make-the-most-out-of-your-thrivent-online-accounts

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Want to explore how RMD strategies that may benefit you? Let’s create a personalized strategy together! 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.

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Want to explore how RMD strategies that may benefit you? Let’s create a personalized strategy together! 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.

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Jennifer is a member of Most Precious Blood Catholic Church; she is very active with The American Legion and the American Legion Auxiliary, and the New London Boy Scouts and Cub Scouts. 📱 (920) 840-6780 For disclosure information, see thrivent.com/social

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Jennifer is a member of Most Precious Blood Catholic Church; she is very active with The American Legion and the American Legion Auxiliary, and the New London Boy Scouts and Cub Scouts. 📱 (920) 840-6780 For disclosure information, see thrivent.com/social

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A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect. For disclosure information, see 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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A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect. For disclosure information, see 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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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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With the year coming to an end, now’s the time for a financial check-in. What can be done to still maximize 2024? Let’s reflect, adjust, and plan for an even stronger 2025! 📲(920) 840-6780 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community #YearEndCheckIn #FinancialPlanning #NewYearPrep

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With the year coming to an end, now’s the time for a financial check-in. What can be done to still maximize 2024? Let’s reflect, adjust, and plan for an even stronger 2025! 📲(920) 840-6780 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community #YearEndCheckIn #FinancialPlanning #NewYearPrep

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