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Insights

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

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As the year wraps up, it’s the perfect moment to check in on your finances. These 3 simple steps can help set you up for success in the year ahead: ✅ Review your budget and spending. Make sure your money is working toward your goals. ✅ Assess your debt. Track your progress and explore ways to pay it down faster. ✅ Evaluate your savings. Strengthen your emergency fund, boost retirement contributions and refresh your funding strategies for the coming year. Not sure where to start? Together, let’s plan how you can start the year on solid footing. See thrivent.com/social for important disclosures.

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As the year wraps up, it’s the perfect moment to check in on your finances. These 3 simple steps can help set you up for success in the year ahead: ✅ Review your budget and spending. Make sure your money is working toward your goals. ✅ Assess your debt. Track your progress and explore ways to pay it down faster. ✅ Evaluate your savings. Strengthen your emergency fund, boost retirement contributions and refresh your funding strategies for the coming year. Not sure where to start? Together, let’s plan how you can start the year on solid footing. See thrivent.com/social for important disclosures.

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Ready to launch the next phase of your career—or take it in a new direction? As a Thrivent Virtual Advisor, you’ll benefit from learning and development designed to elevate your skills. As your confidence grows, you’ll have opportunities to step into leadership—or even build your own practice. Discover where your career could take you: thriventcareers.com/3VJ7UQH

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Ready to launch the next phase of your career—or take it in a new direction? As a Thrivent Virtual Advisor, you’ll benefit from learning and development designed to elevate your skills. As your confidence grows, you’ll have opportunities to step into leadership—or even build your own practice. Discover where your career could take you: thriventcareers.com/3VJ7UQH

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Life insurance checkup

Time for a closer look at your plan? Even strong financial plans need upkeep. Discover reasons to explore a proactive check-in and why it’s worth revisiting areas like insurance coverage, savings and tax strategy. ⬇️

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 isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off. Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm

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Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off. Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm

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👉 “My kids will figure it out after I’m gone.” This is a common sentiment—and one of the most avoidable estate planning mistakes. A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love. If you have questions or need help getting started, please get in touch. See thrivent.com/social for important disclosures.

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👉 “My kids will figure it out after I’m gone.” This is a common sentiment—and one of the most avoidable estate planning mistakes. A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love. If you have questions or need help getting started, please get in touch. See thrivent.com/social for important disclosures.

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Why disability insurance matters & who should get it

Wondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️

Many people think they don't need disability insurance beyond the basic coverage offered by their employer. But it's a safeguard that can protect your family's...

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Financial planning isn’t just for high earners—it’s for everyday people with goals both big and small. Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities. 👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish. See thrivent.com/social for important disclosures.

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Financial planning isn’t just for high earners—it’s for everyday people with goals both big and small. Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities. 👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish. See thrivent.com/social for important disclosures.

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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No financial plan is truly complete without an extended care strategy—and here’s why. Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as: ✅ Insurance ✅ Government programs ✅ Self-funding The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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No financial plan is truly complete without an extended care strategy—and here’s why. Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as: ✅ Insurance ✅ Government programs ✅ Self-funding The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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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