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Insights

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

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Hey everyone! Just a quick heads-up — I’ll be at Mixed Coffee Company in Crosby this Friday from 8:00–10:00 AM. If you’re in the area, stop by and say hi! I’d love to buy you a cup of coffee to help kick off your day. Also, we’re less than two weeks away from a special event in Crosslake! Shelly Halverson will be joining us on June 3rd to talk about her book, A Lifetime Gift. This is a free event, open to everyone. Hope to see you Friday! No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.

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Hey everyone! Just a quick heads-up — I’ll be at Mixed Coffee Company in Crosby this Friday from 8:00–10:00 AM. If you’re in the area, stop by and say hi! I’d love to buy you a cup of coffee to help kick off your day. Also, we’re less than two weeks away from a special event in Crosslake! Shelly Halverson will be joining us on June 3rd to talk about her book, A Lifetime Gift. This is a free event, open to everyone. Hope to see you Friday! No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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What an unforgettable night at the Lakes Area Heroes event. Meg and I are so thankful we could be there to celebrate the amazing first responders who do so much for our community. Lakes Area Heroes is an incredible nonprofit that supports local first responders—not just in the good times, but especially when life gets tough. Meg and I are so proud to support this mission and give back to those who give so much. Know a first responder who’s going through a hard time and could use a little extra financial support? Tap the link to nominate a local hero. https://www.lakesareaheroes.com/nominate 💛

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What an unforgettable night at the Lakes Area Heroes event. Meg and I are so thankful we could be there to celebrate the amazing first responders who do so much for our community. Lakes Area Heroes is an incredible nonprofit that supports local first responders—not just in the good times, but especially when life gets tough. Meg and I are so proud to support this mission and give back to those who give so much. Know a first responder who’s going through a hard time and could use a little extra financial support? Tap the link to nominate a local hero. https://www.lakesareaheroes.com/nominate 💛

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How a term-to-permanent life insurance contract conversion works

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.​

Considering extending your life insurance coverage? Converting your term policy to a permanent one can offer lifelong protection and potential cash value...

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Maximize your donations with a charitable giving plan

If giving is important to you, consider a strategy that maximizes your charitable impact.

These days, there seems to be a never-ending stream of calls, emails and letters asking for donations. With all those requests, it really can put you in a bind.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own.

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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.

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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