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Insights

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

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What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

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What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.

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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.

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Estate planning guide: Essential documents & checklist

Discover some estate planning essentials in this article. Then let's talk through any questions you have.

What do you want to leave behind when you pass away? You want to know your loved ones are taken care of, and that all you've accumulated throughout your life...

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Business startup costs: 10 basics to plan for

Are you thinking of starting your own business? Check out 10 start up costs that you’ll want to consider for your newest venture.

For a lot of people, starting a business is a lifelong dream. And yet, having a great idea or possessing a unique skill isn't always enough to get your venture...

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When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step.

When should you get life insurance? For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children...

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Work: Meeting clients, financial planning and acts of generosity Home: School drop off, lunch with Mom and soccer practice Live each day to the fullest with a flexible schedule. Explore the Thrivent financial advisor career today: thriventcareers.com/3Y1uTIO

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Work: Meeting clients, financial planning and acts of generosity Home: School drop off, lunch with Mom and soccer practice Live each day to the fullest with a flexible schedule. Explore the Thrivent financial advisor career today: thriventcareers.com/3Y1uTIO

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How to talk to your parents about estate planning with compassion

The hard conversations are often the ones most worth having. Get helpful guidance here 🔽

Family estate planning is planning for life. It's about how you can help protect your parents as they age, help them maintain their quality of life now and...

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Preparing for the what-ifs in life

Wondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.

Thrivent clients work to get their financial—and personal—house in order.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

If you’re at or near retirement, you’ve likely given a lot of thought to Social Security: how much you’ll receive, when to start taking it, and the role it...

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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