Some employees bring knowledge, relationships and leadership that are hard to replace. Key person life insurance can help your business prepare for the unexpected. Learn the basics here: https://bit.ly/4eXRvkE
Together we can find the right coverage amount to help protect your business.
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.
See thrivent.com/social for important disclosures.
Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE
Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.
Investing & taxes: Understanding tax on dividends, interest & capital gainsUnderstanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
Investing in volatile markets: Smart strategies for confident investingMarket fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next.
How to invest for retirement: Account types & strategic movesInvesting for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:
✔️ Portfolio diversification
✔️ Understanding your risk tolerance and adjusting over time
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s
Learn more about investing for retirement. ⬇️
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.
Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
What is portfolio rebalancing? Tips to maintain your target investment mixIs now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
Portfolio diversification: Importance, benefits & how to startIs your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️
