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Insights

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

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I get asked all the time, "When is the best time to meet with a financial advisor for the first time? The quick answer is yesterday was the best day, but since we cannot do that today is a close second There are times in life when it is vital to make sure you have at least a conversation with a financial advisor to talk over what life looks like and there you want it go. Some events include: - Graduating From College - Starting a New Job/ Career - Getting Married - Starting a family - Buying a home - Send a kid off to college - the loss of a loved one - Approaching/ Starting Retirement If you or any of your friends, family, or coworkers have or will experience one of the events listed above, be sure to reach out so that we can at least have a conversation See thrivent.com/social for important disclosures.

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I get asked all the time, "When is the best time to meet with a financial advisor for the first time? The quick answer is yesterday was the best day, but since we cannot do that today is a close second There are times in life when it is vital to make sure you have at least a conversation with a financial advisor to talk over what life looks like and there you want it go. Some events include: - Graduating From College - Starting a New Job/ Career - Getting Married - Starting a family - Buying a home - Send a kid off to college - the loss of a loved one - Approaching/ Starting Retirement If you or any of your friends, family, or coworkers have or will experience one of the events listed above, be sure to reach out so that we can at least have a conversation See thrivent.com/social for important disclosures.

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Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals.  >> https://bit.ly/4a4yBFF

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Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals.  >> https://bit.ly/4a4yBFF

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How to handle market volatility

Whatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.

Plan for how you will handle market volatility with your investments.

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"I don't need life insurance, I am too young" I have heard this line many times especially meeting with my younger clients and I have come to learn that my generation does not understand or was not taught the importance of life insurance and its key part of building ones' financial house. After learning more about it, I have taken out a policy for myself even only being 23 years old. It's not about just being able to pay for your funeral costs but rather what you could leave behind if something happened today. There were three things that really helped me to understand why today was the day I needed it. 1.) it is the cheapest right now than it will ever in my life 2.) If I move jobs my company insurance does not follow me so it could change drastically 3.) Something could happen to me from now until that "right time" to get it comes to make me uninsurable, which would not allow me to have a policy It is important to have protection on yourself from an early age so that if something happens you and your family can be prepared and not be left with a burden. I would love to have a conversation with you or a loved one around how to best protect those who you love and care about so feel free to like, comment, or reach out to me!! Disclosures: thrivent.com/social

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"I don't need life insurance, I am too young" I have heard this line many times especially meeting with my younger clients and I have come to learn that my generation does not understand or was not taught the importance of life insurance and its key part of building ones' financial house. After learning more about it, I have taken out a policy for myself even only being 23 years old. It's not about just being able to pay for your funeral costs but rather what you could leave behind if something happened today. There were three things that really helped me to understand why today was the day I needed it. 1.) it is the cheapest right now than it will ever in my life 2.) If I move jobs my company insurance does not follow me so it could change drastically 3.) Something could happen to me from now until that "right time" to get it comes to make me uninsurable, which would not allow me to have a policy It is important to have protection on yourself from an early age so that if something happens you and your family can be prepared and not be left with a burden. I would love to have a conversation with you or a loved one around how to best protect those who you love and care about so feel free to like, comment, or reach out to me!! Disclosures: thrivent.com/social

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So, you have started a new career and are now able to use your skills in the workforce. Your company gives you a list of benefits that you get once you start, and you are more than excited about them but have no idea what they mean. Some of them may include: - life insurance - Disability & Income insurance - 401(k) plans and company match - Pension plans These are all great opportunities but looking at the fine print, are they enough? Questions around your benefits should be: - How much life insurance do I get? - Is it enough to leave a legacy behind if something were to happen or does it just pay for funeral costs? - what even is Disability insurance? and if something does happen is that enough to cover my expenses? - Do I put more or less into my 401(k) than what my company offers? is there a Roth account option? I had all of these similar questions when I start my career, since nobody taught us through school or growing up. Want to take a deeper dive into your benefits and how we can fill any of those gaps or concerns, please do not hesitate to reach out. Disclosures: thrivent.com/social

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So, you have started a new career and are now able to use your skills in the workforce. Your company gives you a list of benefits that you get once you start, and you are more than excited about them but have no idea what they mean. Some of them may include: - life insurance - Disability & Income insurance - 401(k) plans and company match - Pension plans These are all great opportunities but looking at the fine print, are they enough? Questions around your benefits should be: - How much life insurance do I get? - Is it enough to leave a legacy behind if something were to happen or does it just pay for funeral costs? - what even is Disability insurance? and if something does happen is that enough to cover my expenses? - Do I put more or less into my 401(k) than what my company offers? is there a Roth account option? I had all of these similar questions when I start my career, since nobody taught us through school or growing up. Want to take a deeper dive into your benefits and how we can fill any of those gaps or concerns, please do not hesitate to reach out. Disclosures: thrivent.com/social

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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

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