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Insights

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

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The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.

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The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.

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Protecting Yourself from Identity Theft

Identity theft can happen in an instant, especially in this digital age of information sharing. Learn how to secure your information and avoid a variety of scams, so you can navigate the digital world safely.

The nature of identity theft is that it usually happens when you least expect it. Read for tips to help protect yourself....

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Living with intention

Developing a good relationship with money starts at a young age. Here are 4 money habits you can teach your kids.

Thrivent client is investing in her family, business and community....

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Did you know that you can now text me? If you are on the go, feel free to text me at (507) 264-4300. This is monitored during office hours (Monday through Thursday, 8 AM to 4 PM and Fridays from 8 AM to 3 PM). If you text outside of those hours, I will reply when I am back in. You can text me to schedule or re-schedule appointments, if you have any general questions, or just to say Hello!

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Did you know that you can now text me? If you are on the go, feel free to text me at (507) 264-4300. This is monitored during office hours (Monday through Thursday, 8 AM to 4 PM and Fridays from 8 AM to 3 PM). If you text outside of those hours, I will reply when I am back in. You can text me to schedule or re-schedule appointments, if you have any general questions, or just to say Hello!

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When to claim Social Security

When should you claim your Social Security retirement benefits? Here are some details to consider as you prepare for the retirement you’ve worked so hard to enjoy.

Timing the start of your Social Security retirement benefits can be challenging....

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Updating Your Life Insurance: 7 Life Events That May Affect Your Coverage

It is important to reassess your life insurance coverage as you navigate through different life events. #LIAM

Buying life insurance may not be a one-and-done decision. What works for you now may not apply later. Learn about when you should update your life insurance....

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How to Protect What's Important: Your Insurance Options Explained

Here are the differences between life insurance and disability income insurance and why you might want to have both. #LIAM

It's a sensitive topic - but when you think about your death or disability within the context of protecting what's important to you, it's much easier to see...

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Thrivent clients put generosity in action

Looking for ideas for your own Thrivent Action Team? Read how those across the country used their creativity to support kids in foster care, local firefighters and neighbors in need.

Thrivent Action Teams help clients make a difference in ways that matter....

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How do asset allocation funds work?

Are asset allocation funds right for your financial strategy? Learn more about how these investments work so you can decide.

Answers to questions you may have about this investment option....

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August 2021 Market Review: Stock rally continues as GDP keeps climbing

The stock market continued to chalk up new highs in July, bond rates fell again, and oil prices finally leveled off after rising more than 50% this year. Click the link to learn more about the impact of these events.

The stock market continued to chalk up new highs in July, bond rates fell again, and oil prices finally leveled off after rising more than 50% this year.

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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