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Insights

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

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Our work is guided by faith and grounded in the belief that financial planning is about more than numbers—it’s about helping you live the life you’ve been called to live. If you’re looking for guidance rooted in purpose, we'd love to connect. See thrivent.com/social for important disclosures #FaithAndFinance #FinancialPlanning #LiveWithPurpose #GenerosityMatters #FamilyAndFaith #FinancialWellness

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Our work is guided by faith and grounded in the belief that financial planning is about more than numbers—it’s about helping you live the life you’ve been called to live. If you’re looking for guidance rooted in purpose, we'd love to connect. See thrivent.com/social for important disclosures #FaithAndFinance #FinancialPlanning #LiveWithPurpose #GenerosityMatters #FamilyAndFaith #FinancialWellness

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What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more...

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You can start Social Security as early as 62—but that doesn’t mean it’s always the right move. In some cases, taking it early can provide immediate income, help pay down debt, or give you flexibility to let other investments grow. But every decision comes with trade-offs. We help our clients walk through the “why” behind their decision—so it aligns with their goals, their lifestyle, and their long-term plan. 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #SocialSecurity #RetirementPlanning #FinancialClarity #IncomePlanning #PlanWithPurpose #FinancialConfidence #KnowYourOptions

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You can start Social Security as early as 62—but that doesn’t mean it’s always the right move. In some cases, taking it early can provide immediate income, help pay down debt, or give you flexibility to let other investments grow. But every decision comes with trade-offs. We help our clients walk through the “why” behind their decision—so it aligns with their goals, their lifestyle, and their long-term plan. 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #SocialSecurity #RetirementPlanning #FinancialClarity #IncomePlanning #PlanWithPurpose #FinancialConfidence #KnowYourOptions

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Taking Social Security early gives you income now—but it can reduce your monthly benefit by up to 30% for life. On the flip side, waiting can increase your benefit over time—but requires a plan to bridge the gap. There’s no one-size-fits-all answer—just the right strategy for you. That’s where we come in. 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #RetirementStrategy #SocialSecurityPlanning #FinancialConfidence #IncomeStrategy #FutureFocused #RetireWithClarity #SmartDecisions

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Taking Social Security early gives you income now—but it can reduce your monthly benefit by up to 30% for life. On the flip side, waiting can increase your benefit over time—but requires a plan to bridge the gap. There’s no one-size-fits-all answer—just the right strategy for you. That’s where we come in. 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #RetirementStrategy #SocialSecurityPlanning #FinancialConfidence #IncomeStrategy #FutureFocused #RetireWithClarity #SmartDecisions

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What’s the new expectation for Federal interest rate cuts? Hear Thrivent’s Chief Investment Strategist Steve Lowe share his predictions: https://bit.ly/4cw8MQF

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What’s the new expectation for Federal interest rate cuts? Hear Thrivent’s Chief Investment Strategist Steve Lowe share his predictions: https://bit.ly/4cw8MQF

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Joshua has spent his life in service-focused roles—from working as a CNA and teacher to owning Josh’s Cornstand. No matter the role, he’s always been committed to showing up with integrity and doing his best for others. He started the cornstand at 16 with his grandfather, learning the value of hard work and truly caring about people. Those same values guide him today as a financial advisor with Thrivent, where he strives to be a steady, trusted resource for his clients and community. #ServiceDriven #CommunityFirst #Thrivent #RelationshipsMatter #CrandonWI For disclosure information, see thrivent.com/social.

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Joshua has spent his life in service-focused roles—from working as a CNA and teacher to owning Josh’s Cornstand. No matter the role, he’s always been committed to showing up with integrity and doing his best for others. He started the cornstand at 16 with his grandfather, learning the value of hard work and truly caring about people. Those same values guide him today as a financial advisor with Thrivent, where he strives to be a steady, trusted resource for his clients and community. #ServiceDriven #CommunityFirst #Thrivent #RelationshipsMatter #CrandonWI For disclosure information, see thrivent.com/social.

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Let’s build a strategy that supports your life—not just your finances. See thrivent.com/social for additional disclosures. #FinancialPlanning #PurposeDriven #FinancialConfidence #PlanWithPurpose

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Let’s build a strategy that supports your life—not just your finances. See thrivent.com/social for additional disclosures. #FinancialPlanning #PurposeDriven #FinancialConfidence #PlanWithPurpose

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Rooted in small-town values from Manawa, WI, meaningful relationships have played a defining role in who Joshua is today. His faith is the foundation of his life, guiding how he serves, supports, and shows up for others each day. Joshua believes every person is created with purpose and approaches each client relationship with respect, compassion, and genuine care—serving as a guide through every stage of life. Whether working with new graduates seeking direction, families building a financial foundation, individuals preparing for retirement, or those focused on leaving a meaningful legacy, Joshua is committed to being a steady and reliable resource every step of the way. #FaithDriven #PurposefulLiving #FinancialPlanning #CommunityFocused #RelationshipsMatter #LegacyPlanning #ServeOthers #SmallTownValues #ManawaWI For disclosure information, see thrivent.com/social.

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Rooted in small-town values from Manawa, WI, meaningful relationships have played a defining role in who Joshua is today. His faith is the foundation of his life, guiding how he serves, supports, and shows up for others each day. Joshua believes every person is created with purpose and approaches each client relationship with respect, compassion, and genuine care—serving as a guide through every stage of life. Whether working with new graduates seeking direction, families building a financial foundation, individuals preparing for retirement, or those focused on leaving a meaningful legacy, Joshua is committed to being a steady and reliable resource every step of the way. #FaithDriven #PurposefulLiving #FinancialPlanning #CommunityFocused #RelationshipsMatter #LegacyPlanning #ServeOthers #SmallTownValues #ManawaWI For disclosure information, see thrivent.com/social.

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Life can bring uncertainty—especially about money. Many feel overwhelmed and unsure where to start. No matter where you’re starting from, you can move forward with #confidence. 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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Life can bring uncertainty—especially about money. Many feel overwhelmed and unsure where to start. No matter where you’re starting from, you can move forward with #confidence. 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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We’ve found that most people simply want to make wise decisions, care for their families, and enjoy meaningful moments together. Our role is to help guide those decisions with clarity and confidence—so your finances align with your values every step of the way. For disclosure information, see thrivent.com/social. #FaithBasedFinance #PurposeDrivenPlanning #FinancialConfidence #WealthWithPurpose #LiveIntentionally

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We’ve found that most people simply want to make wise decisions, care for their families, and enjoy meaningful moments together. Our role is to help guide those decisions with clarity and confidence—so your finances align with your values every step of the way. For disclosure information, see thrivent.com/social. #FaithBasedFinance #PurposeDrivenPlanning #FinancialConfidence #WealthWithPurpose #LiveIntentionally

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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