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Insights

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

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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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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March is Women’s History Month—a time to reflect on the impact of women past and present. From leaders and innovators to mentors and friends, women shape our communities in powerful ways. Who is a woman that has made a difference in your life? Let’s celebrate them together!

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March is Women’s History Month—a time to reflect on the impact of women past and present. From leaders and innovators to mentors and friends, women shape our communities in powerful ways. Who is a woman that has made a difference in your life? Let’s celebrate them together!

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Every financial decision comes with risk, and everyone's comfort levels are different. Understanding your risk tolerance is vital to making smart investments. Learn more: https://bit.ly/3Qbi8GU

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Every financial decision comes with risk, and everyone's comfort levels are different. Understanding your risk tolerance is vital to making smart investments. Learn more: https://bit.ly/3Qbi8GU

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We believe in bringing your full self to work—your values, your expertise and your vision for the future. If you’re looking for a place where your career and purpose align, Thrivent could be the right next step.​ Learn more about the lucrative career opportunity as a financial advisor: thriventcareers.com/41s9F7h

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We believe in bringing your full self to work—your values, your expertise and your vision for the future. If you’re looking for a place where your career and purpose align, Thrivent could be the right next step.​ Learn more about the lucrative career opportunity as a financial advisor: thriventcareers.com/41s9F7h

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Maximize your donations with a charitable giving plan

If giving is important to you, consider a strategy that maximizes your charitable impact.

These days, there seems to be a never-ending stream of calls, emails and letters asking for donations. With all those requests, it really can put you in a bind.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Interested in learning more about the benefits of opening a donor-advised fund? Together, we can create a charitable giving plan in alignment with your values and priorities. See thriventcharitable.com/social and thrivent.com/social for important disclosures.

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Interested in learning more about the benefits of opening a donor-advised fund? Together, we can create a charitable giving plan in alignment with your values and priorities. See thriventcharitable.com/social and thrivent.com/social for important disclosures.

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As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​ Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

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As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​ Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

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A wonderful night was had toasting to Meesha's new career as a Thrivent Financial Advisor. We are so lucky to have her on our team! Her clients are lucky to have her. Meesha brings expertise and heart to advice process! Today we celebrated all you have accomplished so far and all that is yet to come...Meesha chose to support "Cupcake Girls" at her event to make it extra special! See thrivent.com/social for important disclosures.

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A wonderful night was had toasting to Meesha's new career as a Thrivent Financial Advisor. We are so lucky to have her on our team! Her clients are lucky to have her. Meesha brings expertise and heart to advice process! Today we celebrated all you have accomplished so far and all that is yet to come...Meesha chose to support "Cupcake Girls" at her event to make it extra special! See thrivent.com/social for important disclosures.

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, 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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