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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 recently had a client qualify to have $57,000 (!) in student loans forgiven through the Public Service Loan Forgiveness (PSLF) program. How do you know if you might qualify? How to Qualify for PSLF: • Eligible Loans: Must be Direct Loans. Private loans don't qualify. • Qualifying Employer: Work full-time for U.S. government (federal, state, local, tribal, military) or a 501(c)(3) non-profit. • Qualifying Repayment Plan: Make payments under an income-driven repayment plan or the 10-year Standard Plan. • 120 Qualifying Payments: Make 120 on-time, full payments while employed by a qualifying employer. Payments don't have to be consecutive. • Submit PSLF Form: Regularly submit the PSLF form to track progress. • Apply for Forgiveness: Once 120 payments are made, submit the application. What a life-changing program - be sure you’re taking advantage if you’re eligible! See thrivent.com/social for important disclosures.

I recently had a client qualify to have $57,000 (!) in student loans forgiven through the Public Service Loan Forgiveness (PSLF) program. How do you know if you might qualify? How to Qualify for PSLF: • Eligible Loans: Must be Direct Loans. Private loans don't qualify. • Qualifying Employer: Work full-time for U.S. government (federal, state, local, tribal, military) or a 501(c)(3) non-profit. • Qualifying Repayment Plan: Make payments under an income-driven repayment plan or the 10-year Standard Plan. • 120 Qualifying Payments: Make 120 on-time, full payments while employed by a qualifying employer. Payments don't have to be consecutive. • Submit PSLF Form: Regularly submit the PSLF form to track progress. • Apply for Forgiveness: Once 120 payments are made, submit the application. What a life-changing program - be sure you’re taking advantage if you’re eligible! See thrivent.com/social for important disclosures.

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I am stoked to have completed another training module from the Exit Planning Institute: Implementing Value Acceleration as a Financial Advisor I am highly committed to professional development and continuing education as a financial advisor and furthering my knowledge as a Certified Exit Planning Advisor! I am passionate about gaining applicable knowledge that translates directly to building significant companies for the clients I serve and excited to share this knowledge with you! Want to know how this may translate into your business and personal finances? Let's talk! See thrivent.com/social for important disclosures.

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I am stoked to have completed another training module from the Exit Planning Institute: Implementing Value Acceleration as a Financial Advisor I am highly committed to professional development and continuing education as a financial advisor and furthering my knowledge as a Certified Exit Planning Advisor! I am passionate about gaining applicable knowledge that translates directly to building significant companies for the clients I serve and excited to share this knowledge with you! Want to know how this may translate into your business and personal finances? Let's talk! See thrivent.com/social for important disclosures.

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Thanks to Sonny's Pizzaria, Eric Bilger, Jenny Rohan, and all those who attended for an excellent Estate Protection workshop this afternoon! If you missed out and want to learn what Eric talked about, reach out to me and I'll be happy to help!

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Thanks to Sonny's Pizzaria, Eric Bilger, Jenny Rohan, and all those who attended for an excellent Estate Protection workshop this afternoon! If you missed out and want to learn what Eric talked about, reach out to me and I'll be happy to help!

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May 2025 Market Update: Volatility goes up and down

Mixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

Economic data from April showed the economy slowing and raising the odds for a recession.

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Plan your finances for the people, causes and community you love | Thrivent

The question most posed to me this past tax season was really interesting. "Should I contribute to a Roth IRA or a 529 for my kid's education?" I often get this question from both non-clients who know what I do for a living and other advisors. The problem is this is almost always asked without context, but NO financial question exists in a vacuum. The solution: Work with an advisor who will take the time to understand your most closely held values, your vision for the future, and work with you step-by-step to develop a plan that helps you balance your spending, saving, and investing priorities and realize that vision. Let's talk: casey.sthenry@thrivent.com, 920-363-6334 or send me a message here on LinkedIn.

Plan your finances for the people, causes and community you love.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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Team St. Henry working together to get mailers out the door!

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Team St. Henry working together to get mailers out the door!

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Fresh letterhead ✔️ New envelopes✔️ Business cards with a not-10-year-old picture ✔️

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Fresh letterhead ✔️ New envelopes✔️ Business cards with a not-10-year-old picture ✔️

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This week is looking a little hectic! 🫠😰 I am alone in the office this week and will be travelling to see some clients out of the office Monday & Wednesday, and I will be in training on Thursday. If you need me, I am in the office Tuesday and Friday morning. I am also available by phone or email and will be returning both on the same day messages are received! casey.sthenry@thrivent.com (920) 363-6334

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This week is looking a little hectic! 🫠😰 I am alone in the office this week and will be travelling to see some clients out of the office Monday & Wednesday, and I will be in training on Thursday. If you need me, I am in the office Tuesday and Friday morning. I am also available by phone or email and will be returning both on the same day messages are received! casey.sthenry@thrivent.com (920) 363-6334

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First meetings in my new office today! It's come a long way in a short time! I am so thrilled to work on this new space!

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First meetings in my new office today! It's come a long way in a short time! I am so thrilled to work on this new space!

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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