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Insights

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

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Your business might be your biggest asset-but it shouldn't be your only one. Personal and business finances often overlap, but relying solely on the sale of your business to fund your future can be risky. As a small business owner, you should consider: ✅ Contributing to a tax-advantaged retirement account ✅ Diversifying your investments beyond the business ✅ Aligning your personal and business financial goals ✅ Working with a financial advisor to address liquidity and liability Ready to get started? Let's create your plan together. See thrivent.com/social for important disclosures.

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Your business might be your biggest asset-but it shouldn't be your only one. Personal and business finances often overlap, but relying solely on the sale of your business to fund your future can be risky. As a small business owner, you should consider: ✅ Contributing to a tax-advantaged retirement account ✅ Diversifying your investments beyond the business ✅ Aligning your personal and business financial goals ✅ Working with a financial advisor to address liquidity and liability Ready to get started? Let's create your plan together. See thrivent.com/social for important disclosures.

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Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.

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Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.

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What if your next career move helped others move forward too? As a Thrivent financial advisor, you’ll work with more than just numbers—you’ll help people live with clarity and confidence. Whether you want to build your own business, work as part of a team or serve clients virtually, we’ll support you with the tools, training and guidance to grow a meaningful career. You don’t need prior experience as a financial advisor—just a passion for service and the drive to grow. Learn more: thriventcareers.com/46Exptb

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What if your next career move helped others move forward too? As a Thrivent financial advisor, you’ll work with more than just numbers—you’ll help people live with clarity and confidence. Whether you want to build your own business, work as part of a team or serve clients virtually, we’ll support you with the tools, training and guidance to grow a meaningful career. You don’t need prior experience as a financial advisor—just a passion for service and the drive to grow. Learn more: thriventcareers.com/46Exptb

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

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Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

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Life insurance checkup

Does your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️

A life insurance checkup helps you make sure your coverage continues to protect the people and promises that are important to you. Evaluate your coverage.

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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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Skip the money trends. Be the person who: ✅ Helps people break unhealthy money habits ✅ Builds real connections by making a difference ✅ Finds meaning in everyday work ✅ Thrives—personally and financially Grow a career helping people build their financial confidence. Do work that matters as a Thrivent financial advisor: thriventcareers.com/45B9FFg

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Skip the money trends. Be the person who: ✅ Helps people break unhealthy money habits ✅ Builds real connections by making a difference ✅ Finds meaning in everyday work ✅ Thrives—personally and financially Grow a career helping people build their financial confidence. Do work that matters as a Thrivent financial advisor: thriventcareers.com/45B9FFg

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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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