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Here are the states that I am currently licensed in! If you aren’t one of those highlighted, I’d be glad to get licensed in your state too! . . . Disclosures: Thrivent .com/social

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Here are the states that I am currently licensed in! If you aren’t one of those highlighted, I’d be glad to get licensed in your state too! . . . Disclosures: Thrivent .com/social

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Met with a couple who recently got married Here's the situation 👇 → Maxing out Roth IRA & HSA → Maxing out pre-tax 401k → Own their home with a 2.5% mortgage → Have extra cash on hand Here are the questions we're helping them plan around: 🗣️ "Should we switch my 401k contributions to Roth?" 🗣️ "Should our HSA funds be in cash or invested?" 🗣️ "Is it a good idea to turn our primary residence into a rental with these interest rates?" 🗣️ "What should we do with extra cash on hand?" 🗣️ "Which health insurance plan should I go on?" 🗣️ "Is there a way to save for kids college before they are born?" . . . Disclosures: Thrivent .com/social

Met with a couple who recently got married Here's the situation 👇 → Maxing out Roth IRA & HSA → Maxing out pre-tax 401k → Own their home with a 2.5% mortgage → Have extra cash on hand Here are the questions we're helping them plan around: 🗣️ "Should we switch my 401k contributions to Roth?" 🗣️ "Should our HSA funds be in cash or invested?" 🗣️ "Is it a good idea to turn our primary residence into a rental with these interest rates?" 🗣️ "What should we do with extra cash on hand?" 🗣️ "Which health insurance plan should I go on?" 🗣️ "Is there a way to save for kids college before they are born?" . . . Disclosures: Thrivent .com/social

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Happy Leap Year! This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till you're 238! . . P.S. This is satire and there is no accuracy to the claim above. . . Disclosures: Thrivent .com/social

Happy Leap Year! This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till you're 238! . . P.S. This is satire and there is no accuracy to the claim above. . . Disclosures: Thrivent .com/social

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Happy Leap Year! This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till your 238! . . . P.S. This is satire and there is no accuracy to the claim above. Disclosures: Thrivent .com/social

Happy Leap Year! This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till your 238! . . . P.S. This is satire and there is no accuracy to the claim above. Disclosures: Thrivent .com/social

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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