Skip to main content
  • Thrivent.com
  • MyThrivent
  • BrokerCheck
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Us
  • Home
  • About
  • Solutions
  • Insights
  • Contact Us
  • Thrivent.com
  • MyThrivent
  • BrokerCheck

Insights

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

Image VIEW MORE +
Image

Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

Image Read Post
Image

Less can mean more. Special holiday celebrations don’t need to come with a big price tag. Here are some helpful spending tips to navigate this holiday season on a budget🎄: https://bit.ly/3ApmZjn

Image

Less can mean more. Special holiday celebrations don’t need to come with a big price tag. Here are some helpful spending tips to navigate this holiday season on a budget🎄: https://bit.ly/3ApmZjn

Image Read Post
Image

As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

Image

As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

Image VIEW MORE +
Image

Estate planning guide: Essential documents & checklist

Discover some estate planning essentials in this article. Then let's talk through any questions you have.

What do you want to leave behind when you pass away? You want to know your loved ones are taken care of, and that all you've accumulated throughout your life...

Image Read Post
Image

Happy, happy birthday to our caring, joyful founder, Sherryl!!! We are so appreciative for everything she brings to our team and wish her a fabulous day of celebration!

Image

Happy, happy birthday to our caring, joyful founder, Sherryl!!! We are so appreciative for everything she brings to our team and wish her a fabulous day of celebration!

Image Read Post
Image

Sending you warm wishes and a very Happy Thanksgiving! May this day be a beautiful reminder of the wonderful things in life! We are so grateful for our team & wonderful clients! (Photo Credit: Viktorija Juodenaite)

Image

Sending you warm wishes and a very Happy Thanksgiving! May this day be a beautiful reminder of the wonderful things in life! We are so grateful for our team & wonderful clients! (Photo Credit: Viktorija Juodenaite)

Image Read Post
Image

Please join us in celebrating Wendy! We are celebrating her 7th anniversary with the Cascade West Group. She is so instrumental in everything that happens behind the scenes - prepping us for client meetings, researching client questions, follow up from meetings, and ensuring our offices run smoothly! We are so appreciative of her!

Image

Please join us in celebrating Wendy! We are celebrating her 7th anniversary with the Cascade West Group. She is so instrumental in everything that happens behind the scenes - prepping us for client meetings, researching client questions, follow up from meetings, and ensuring our offices run smoothly! We are so appreciative of her!

Image VIEW MORE +
Image

November 2024 Market Update: Stocks and bonds take a breath

Learn why we think the economy is still slowing but see signs of growth stabilizing in the markets in Thrivent's November Market Update.

The economy and consumer remain resilient.

Image Read Post
Image

The 2025-2026 FAFSA will be available by December 1, 2024! Don't delay submitting the application. Many schools use the FAFSA to award need-based grants and scholarships, and some are first-come, first-serve. Start pulling together the records and information you need ahead of time to get ready. More info here: https://www.forbes.com/sites/robertfarrington/2024/08/07/fafsa-for-2025-2026-set-to-open-on-december-1-after-soft-launch-period/

Image

The 2025-2026 FAFSA will be available by December 1, 2024! Don't delay submitting the application. Many schools use the FAFSA to award need-based grants and scholarships, and some are first-come, first-serve. Start pulling together the records and information you need ahead of time to get ready. More info here: https://www.forbes.com/sites/robertfarrington/2024/08/07/fafsa-for-2025-2026-set-to-open-on-december-1-after-soft-launch-period/

Image Read Post
Image

LAST CALL!!! Join the Cascade West Group virtually on Nov 19 at 5 pm PT! How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments and retirement planning. Reserve your spot today! OR Invite a friend who may be interested! https://us02web.zoom.us/meeting/register/tZAkf-2trz8qGddg-JApf0l1O-NXd-y2jytI #economicupdate #financialserviceskirkland #cascadewestgroup No products will be sold.

Image

LAST CALL!!! Join the Cascade West Group virtually on Nov 19 at 5 pm PT! How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments and retirement planning. Reserve your spot today! OR Invite a friend who may be interested! https://us02web.zoom.us/meeting/register/tZAkf-2trz8qGddg-JApf0l1O-NXd-y2jytI #economicupdate #financialserviceskirkland #cascadewestgroup No products will be sold.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.