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Insights

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

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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Josh and Ellen have a heart for philanthropy. Thrivent was able to help them connect their finances with their love of giving back. Wondering how to align your finances with your values? We can help. Get started here: https://bit.ly/3UzhNRG

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Josh and Ellen have a heart for philanthropy. Thrivent was able to help them connect their finances with their love of giving back. Wondering how to align your finances with your values? We can help. Get started here: https://bit.ly/3UzhNRG

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February 2024 Market Update: On the road to recovery

Take a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points: • January’s data highlights that an economic soft landing was achieved • U.S. Federal Reserve may continue to be conservative on raising interest rates this year • There is anticipation of sustained economic growth

2024 is likely to deliver positive total returns in both stocks and bonds broadly. We remain mindful that volatility can spike or remain elevated for extended...

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Did you know dividends can indicate an organization’s financial health? Learn more: https://bit.ly/3NYLVSe

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Did you know dividends can indicate an organization’s financial health? Learn more: https://bit.ly/3NYLVSe

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“You reap what you sow.” That’s especially true for the financial advisor career. The more effort you put in, the greater your financial rewards. And, the more people you assist in reaching their financial goals, the more satisfaction you gain. If this career appeals to you, let’s connect. Learn more: thriventcareers.com/yrwys

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“You reap what you sow.” That’s especially true for the financial advisor career. The more effort you put in, the greater your financial rewards. And, the more people you assist in reaching their financial goals, the more satisfaction you gain. If this career appeals to you, let’s connect. Learn more: thriventcareers.com/yrwys

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A few highlights from Thrivent's 2024 Business Development Conference: 🗣️ Keynote speakers* Ed Slott, Jade Simmons and Andy Laperriere 🤝 Networking with colleagues from across the country ❤️ Giving back to the community Can’t wait to attend next year! #BDC24 *Speakers are not affiliated with Thrivent.

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A few highlights from Thrivent's 2024 Business Development Conference: 🗣️ Keynote speakers* Ed Slott, Jade Simmons and Andy Laperriere 🤝 Networking with colleagues from across the country ❤️ Giving back to the community Can’t wait to attend next year! #BDC24 *Speakers are not affiliated with Thrivent.

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Great start to 2024 in Dallas at Thrivent's Business Development Conference. Feeling inspired to put new insights into action that benefit clients! #BDC24

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Great start to 2024 in Dallas at Thrivent's Business Development Conference. Feeling inspired to put new insights into action that benefit clients! #BDC24

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What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!

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What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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Bring your retirement into focus

When financial markets feel unstable, it's easy to miss the forest for the trees of your retirement. What's the alternative? Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals. Get started by exploring your options.

Take charge of the things you can control—like a retirement savings strategy that supports your big-picture 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 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

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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