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Insights

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

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Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help you leave more to the people, places and causes you care about. For disclosure information, see thrivent.com/social

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Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help you leave more to the people, places and causes you care about. For disclosure information, see thrivent.com/social

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Myth: My 401(k) is enough for retirement

Fact or myth: “A 401(k) is all I need for retirement.” Find out what you may need to consider.

Fact: Consider how tax diversification can help your savings strategy....

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The benefits of life insurance: What you need to know

There are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? We can set up time to talk more about your life insurance options. (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

Life insurance is an essential component to a responsible financial plan - and anyone from a 20-year-old student to a 70-year-old widow can enjoy the benefits...

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Do I Need Life Insurance? Questions To Ask Yourself and Your Family.

Wondering if you need life insurance? Here are some helpful aspects to consider.

Not sure how to start a conversation with your family about life insurance? First, understand your priorities and how you can better protect them if something...

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When to claim Social Security

When should you claim your Social Security retirement benefits? Here are some details to consider as you prepare for the retirement you’ve worked so hard to enjoy.

Timing the start of your Social Security retirement benefits can be challenging....

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Myth: My life insurance only needs to be twice my annual salary.

How much life insurance will you need? Learn some factors to consider and why twice your annual salary may not be enough.

Fact: Adequate life insurance is a necessary conversation and calculation to do....

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Pros and cons: Roth IRA conversions

Wondering if you should convert your traditional IRA to a Roth IRA and how it may impact your retirement savings? See if a conversion could be right for you.

You might have heard someone talking about a Roth IRA conversion this time of year and wondered what it’s all about: What is a Roth IRA conversion, and should...

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How to Protect What's Important: Your Insurance Options Explained

Here are the differences between life insurance and disability income insurance and why you might want to have both.

It's a sensitive topic - but when you think about your death or disability within the context of protecting what's important to you, it's much easier to see...

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Keeping the clients first

A phone call changed everything. Read how Thrivent helped a client keep her assets despite a critical state deadline.

Unclaimed property team goes beyond state requirements to serve Thrivent clients....

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Working tax efficiency into your financial strategy

Did you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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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