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Insights

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

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Get ready for the new year with a 2024 Thrivent calendar featuring inspiring photos and reflections submitted by Thrivent clients. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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Get ready for the new year with a 2024 Thrivent calendar featuring inspiring photos and reflections submitted by Thrivent clients. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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How to protect your family financially over the years

Thinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.

Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it...

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Operation Christmas Child was a huge success! Thanks to you all, these stacks of shoeboxes are just part of the donations you generous folks gave for Operation Christmas Child. I had a client who made an announcement at church and followed through, bringing full boxes to the office on several occasions. Many clients took boxes home, and some clients encouraged friends to fill even more. Thrivent Action Teams provided funds to fill some boxes. Brandt at our Lafayette office packed boxes and loaded them up; Cindy combined them with the Monticello boxes and hauled them all to a local collection center. You gave us enough to fill 127 boxes for children from 2-14, to be sent all over the world! I am truly amazed and grateful for your response.

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Operation Christmas Child was a huge success! Thanks to you all, these stacks of shoeboxes are just part of the donations you generous folks gave for Operation Christmas Child. I had a client who made an announcement at church and followed through, bringing full boxes to the office on several occasions. Many clients took boxes home, and some clients encouraged friends to fill even more. Thrivent Action Teams provided funds to fill some boxes. Brandt at our Lafayette office packed boxes and loaded them up; Cindy combined them with the Monticello boxes and hauled them all to a local collection center. You gave us enough to fill 127 boxes for children from 2-14, to be sent all over the world! I am truly amazed and grateful for your response.

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November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

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Long term care insurance solutions | Thrivent

If you haven’t already, take a closer look at options for covering long-term care that you or a loved one may need. It can be an important part of your financial strategy. THRIVENT FINANCIAL FOR LUTHERANS, Appleton, WI. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. This contract has exclusions, limitations, and terms under which the benefits may be reduced, or the contract may be discontinued. For costs and complete details of coverage, contact your licensed insurance agent/producer. ICC22 31232U Applies only in the following states: AK , AL , AR , CO , GA , IA , ID , IL , KS , KY , LA , MA , MD , ME , MI , MN , MO , MS , NC , NE , NH , NM , NV , OH , OK , OR , PA , RI , SC , TN , TX , UT , VA , VT , WA , WI , WV , WY

Choose long-term care solutions ranging from traditional long-term care insurance to one that blends long-term care insurance with life insurance.

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If you could make progress on one financial decision that you have been feeling stuck on, what would it be? Let's connect and work on yours together.

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If you could make progress on one financial decision that you have been feeling stuck on, what would it be? Let's connect and work on yours together.

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Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create lasting a legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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An act of love: Tips for aging parents

Helping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇

The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...

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How do required minimum distributions work?

Did you know that for some retirement accounts, you must start withdrawing money by a certain age? Learn more about required minimum distributions (RMDs) today. 👇

After decades of being told to save for retirement in tax-deferred 401(k), 403(b) plans and IRAs—and not to touch that money—it may seem odd being forced to...

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Dreaming of the future? Make your bucket list 📝 and I’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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Dreaming of the future? Make your bucket list 📝 and I’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for 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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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