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Insights

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

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Investing in volatile markets: Smart strategies for confident investing

Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.

Markets can be unpredictable, with ups and downs that can make even the most seasoned investors uneasy. But the good news? You don’t have to let market swings...

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Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Steer clear of costly tax pitfalls by knowing what to watch for. Discover how to unlock valuable deductions, claim key credits, and streamline your approach to...

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March 2025 Market Update: Volatility returns

The early economic data for 2025 has shown volatility. Thrivent Asset Management discusses how this changes our outlook in the March Market Update.

Economic data released in early 2025 shows the economy is slowing at a greater-than-expected rate.

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Planning for retirement is one of the smartest financial moves you can make, and your employer may already be helping you do it! Here’s a quick breakdown of common employer-sponsored retirement plans: 🔹 401(k) & 403(b) – Traditional retirement plans where employees contribute pre-tax dollars, often with an employer match. 401(k)s are for private sector workers, while 403(b)s are for non-profits and public sector employees. 🔹 Roth 401(k) – Contributions are made with after-tax dollars, meaning your withdrawals in retirement are tax-free! 🔹 SIMPLE IRA – Ideal for small businesses, this plan allows both employers and employees to contribute, but with lower contribution limits than a 401(k). 🔹 SEP IRA – Designed for self-employed individuals and small business owners, this plan allows high contribution limits but only employers can contribute. 🔹 Pension Plans – Becoming rarer, but some employers still offer these defined benefit plans, guaranteeing a fixed income in retirement. Not sure which plan fits your financial future? Let’s chat! I’d love to help you navigate your retirement savings strategy. See thrivent.com/social for important disclosures.

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Planning for retirement is one of the smartest financial moves you can make, and your employer may already be helping you do it! Here’s a quick breakdown of common employer-sponsored retirement plans: 🔹 401(k) & 403(b) – Traditional retirement plans where employees contribute pre-tax dollars, often with an employer match. 401(k)s are for private sector workers, while 403(b)s are for non-profits and public sector employees. 🔹 Roth 401(k) – Contributions are made with after-tax dollars, meaning your withdrawals in retirement are tax-free! 🔹 SIMPLE IRA – Ideal for small businesses, this plan allows both employers and employees to contribute, but with lower contribution limits than a 401(k). 🔹 SEP IRA – Designed for self-employed individuals and small business owners, this plan allows high contribution limits but only employers can contribute. 🔹 Pension Plans – Becoming rarer, but some employers still offer these defined benefit plans, guaranteeing a fixed income in retirement. Not sure which plan fits your financial future? Let’s chat! I’d love to help you navigate your retirement savings strategy. See thrivent.com/social for important disclosures.

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After graduating college and paying off his debts, Austin was able to build a financial foundation with Thrivent that has helped him pursue his dream of using music to better the lives of others.

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After graduating college and paying off his debts, Austin was able to build a financial foundation with Thrivent that has helped him pursue his dream of using music to better the lives of others.

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Valentine’s Day isn’t just for humans—it’s for celebrating all the love in our lives, including the kind we get from our pets. Our furry friends remind us what true loyalty and affection look like. Today, let’s take a moment to appreciate the pets who make our homes warmer. How has your pet made your life better?

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Valentine’s Day isn’t just for humans—it’s for celebrating all the love in our lives, including the kind we get from our pets. Our furry friends remind us what true loyalty and affection look like. Today, let’s take a moment to appreciate the pets who make our homes warmer. How has your pet made your life better?

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Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

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Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

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2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

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How to start an emergency fund—the right way

Planning ahead for emergencies can help reduce your stress as they happen. 💡 Here are tips to start an emergency fund.

When Ben Franklin declared that nothing is certain except death and taxes, he probably could have added unplanned expenses to the list. Because where money...

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Basics of a financial plan: What it is & getting started

I’m excited to share an article that highlights something I’m really passionate about—helping people take control of their financial future! A financial plan doesn’t have to feel overwhelming. It’s simply about defining your goals, figuring out what matters most to you, and putting a plan in place to make it all happen. Whether it’s saving for a home, planning for retirement, or just getting a better handle on your finances, having a plan brings so much clarity and financial confidence. If you’re ready to take the next step toward your goals, let’s connect—I’d love to help! See thrivent.com/social for important disclosures.

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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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