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Insights

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

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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September 2025 Market Update: Expectations for lower rates return

Economic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.

August economic data helped increase market expectations for lower rates to come.

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Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/4cHMafC

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Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/4cHMafC

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Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.​ ​ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.​ ​ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Wondering how taxes can impact you when you’re in retirement? Here to help answer questions on your mind. Let’s connect!​ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Wondering how taxes can impact you when you’re in retirement? Here to help answer questions on your mind. Let’s connect!​ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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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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Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values. See thrivent.com/social for important disclosures.

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Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values. See thrivent.com/social for important disclosures.

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August 2025 Market Update: Stocks set new highs, despite concerns

In the latest market update, Thrivent Asset Management experts discuss concerns about some data, while stocks continue to set new highs.

Market volatility continues, and we anticipate growth to slow.

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There are upsides to having an estate plan in place. Here are reasons why an estate plan could be right for you. Please note there are costs associated with creating and setting up an estate plan. See thrivent.com/social for important disclosures.

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There are upsides to having an estate plan in place. Here are reasons why an estate plan could be right for you. Please note there are costs associated with creating and setting up an estate plan. See thrivent.com/social for important disclosures.

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8 ways to get serious about paying off student loan debt

Is paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️

While the value of education is priceless, student loan debt you've accrued can follow you long into the future. If you're looking for ways to pay off your...

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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