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Insights

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

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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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May 2025 Market Update: Volatility goes up and down

Mixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

Economic data from April showed the economy slowing and raising the odds for a recession.

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Electronic Recycling Event on June 1st from 12:00 to 2:00!! Join us for an OPEN HOUSE & Electronic Recycling Event at our new office location in Montgomeryville to dispose of your unwanted electronics! While you're here, be sure to check out our brand-new office—we’re excited to show you around! Downtown scoop will also be serving their delicious homemade ice cream from 12:30-1:30PM. Acceptable Items: "Anything with a Plug" Computers -Laptop, Tube TVS / Monitor (old style) $20 fee, Flat Screens, Vacuum, Telephones / Cell Phones, Batteries, Cameras, Printers, Computer Accessories, Fax Machines, Appliances, Dehumidifier / Window Units, Anything Metal, Gardening Equipment, Weed Wacker, Blower, Mowers If you would like to join us or for any questions, please call 215-361-2810 to RSVP. Address: 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936 We hope to see you there! No products will be sold.

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Electronic Recycling Event on June 1st from 12:00 to 2:00!! Join us for an OPEN HOUSE & Electronic Recycling Event at our new office location in Montgomeryville to dispose of your unwanted electronics! While you're here, be sure to check out our brand-new office—we’re excited to show you around! Downtown scoop will also be serving their delicious homemade ice cream from 12:30-1:30PM. Acceptable Items: "Anything with a Plug" Computers -Laptop, Tube TVS / Monitor (old style) $20 fee, Flat Screens, Vacuum, Telephones / Cell Phones, Batteries, Cameras, Printers, Computer Accessories, Fax Machines, Appliances, Dehumidifier / Window Units, Anything Metal, Gardening Equipment, Weed Wacker, Blower, Mowers If you would like to join us or for any questions, please call 215-361-2810 to RSVP. Address: 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936 We hope to see you there! No products will be sold.

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Electronic Recycling Event on June 1st from 12:00 to 2:00!! Join us for an OPEN HOUSE & Electronic Recycling Event at our new office location in Montgomeryville to dispose of your unwanted electronics! While you're here, be sure to check out our brand-new office—we’re excited to show you around! Downtown scoop will also be serving their delicious homemade ice cream from 12:30-1:30PM. Acceptable Items: "Anything with a Plug" Computers -Laptop, Tube TVS / Monitor (old style) $20 fee, Flat Screens, Vacuum, Telephones / Cell Phones, Batteries, Cameras, Printers, Computer Accessories, Fax Machines, Appliances, Dehumidifier / Window Units, Anything Metal, Gardening Equipment, Weed Wacker, Blower, Mowers If you would like to join us or for any questions, please call 215-361-2810 to RSVP. Address: 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936 We hope to see you there! No products will be sold.

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Electronic Recycling Event on June 1st from 12:00 to 2:00!! Join us for an OPEN HOUSE & Electronic Recycling Event at our new office location in Montgomeryville to dispose of your unwanted electronics! While you're here, be sure to check out our brand-new office—we’re excited to show you around! Downtown scoop will also be serving their delicious homemade ice cream from 12:30-1:30PM. Acceptable Items: "Anything with a Plug" Computers -Laptop, Tube TVS / Monitor (old style) $20 fee, Flat Screens, Vacuum, Telephones / Cell Phones, Batteries, Cameras, Printers, Computer Accessories, Fax Machines, Appliances, Dehumidifier / Window Units, Anything Metal, Gardening Equipment, Weed Wacker, Blower, Mowers If you would like to join us or for any questions, please call 215-361-2810 to RSVP. Address: 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936 We hope to see you there! No products will be sold.

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Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW

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Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW

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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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If you didn’t contribute to Social Security, there are still ways to help ensure you have enough to last you through retirement. Together, we can review your financial plan and discuss ways you can create additional income streams in retirement to supplement your savings.​ See thrivent.com/social for important disclosures.

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If you didn’t contribute to Social Security, there are still ways to help ensure you have enough to last you through retirement. Together, we can review your financial plan and discuss ways you can create additional income streams in retirement to supplement your savings.​ See thrivent.com/social for important disclosures.

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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How the cash value of life insurance works

Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.

Within your permanent life insurance policy, a portion of the premiums you pay accumulates over time. You can tap into this cash value to fund financial goals...

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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