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Insights

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

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If you’re within 10 years of retiring, now’s the time to: 📊 Reassess your goals 🔄 Reduce unnecessary risk 👥 Meet with a financial professional Your future self will thank you. #PreRetireeChecklist #FinancialPlanning #CountdownToRetirement For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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If you’re within 10 years of retiring, now’s the time to: 📊 Reassess your goals 🔄 Reduce unnecessary risk 👥 Meet with a financial professional Your future self will thank you. #PreRetireeChecklist #FinancialPlanning #CountdownToRetirement For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Schedule an appointment with our team! #InvestEarly #CompoundInterest #MoneyMoves For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Schedule an appointment with our team! #InvestEarly #CompoundInterest #MoneyMoves For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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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 For disclosure information, see thrivent.com/social.

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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 For disclosure information, see thrivent.com/social.

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Financial planning isn’t just about building wealth — it’s about living intentionally and creating a legacy that reflects your values. For disclosure information, see thrivent.com/social. #LiveYourLegacy #WealthWithPurpose #FinancialPlanning

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Financial planning isn’t just about building wealth — it’s about living intentionally and creating a legacy that reflects your values. For disclosure information, see thrivent.com/social. #LiveYourLegacy #WealthWithPurpose #FinancialPlanning

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Without an clear exit strategy, you risk: ❌ Losing business value ❌ Higher taxes & hidden costs ❌ Deal structures that don’t serve your best interests Ready to build a plan that works for you? Let’s connect! For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Without an clear exit strategy, you risk: ❌ Losing business value ❌ Higher taxes & hidden costs ❌ Deal structures that don’t serve your best interests Ready to build a plan that works for you? Let’s connect! For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Because building wealth isn’t just about numbers — it’s about mindset. Work with someone who understands both. For disclosure information, see thrivent.com/social #BFA #BehavioralFinance #FinancialConfidence #MindOverMoney #ValuesBasedPlanning #SmartChoices #WealthWithPurpose #MoneyMindset #PlanWithPurpose

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Because building wealth isn’t just about numbers — it’s about mindset. Work with someone who understands both. For disclosure information, see thrivent.com/social #BFA #BehavioralFinance #FinancialConfidence #MindOverMoney #ValuesBasedPlanning #SmartChoices #WealthWithPurpose #MoneyMindset #PlanWithPurpose

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Ready to design the life and future you dream of? #LegacyPlanning #LifeWellLived #BuildYourLegacy See thrivent.com/social for important disclosures.

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Ready to design the life and future you dream of? #LegacyPlanning #LifeWellLived #BuildYourLegacy See thrivent.com/social for important disclosures.

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May is the perfect time to pause and see if your financial goals are on track. We can help you adjust course before the second half of the year flies by. See thrivent.com/social for important disclosures.

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May is the perfect time to pause and see if your financial goals are on track. We can help you adjust course before the second half of the year flies by. 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 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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