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Insights

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

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When all of your flights are delayed coming back from conference (hot date and yummy dessert for envy 😉), you catch up on #theefficientadvisor podcasts with Bloomberg on in the background when you’re lucky enough to get an upgrade. #nothomeyet #LibbyGreiwe #efficientadvisor #Thrivent

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When all of your flights are delayed coming back from conference (hot date and yummy dessert for envy 😉), you catch up on #theefficientadvisor podcasts with Bloomberg on in the background when you’re lucky enough to get an upgrade. #nothomeyet #LibbyGreiwe #efficientadvisor #Thrivent

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We took the whole family along to pick up Jackson from camp near Kansas City this past weekend. We are always happy to see that whenever we pick up our kids from an overnight camp their self sufficiency seems to have increased. As parents, we place a high value on getting our kids to the point where they can be self sufficient. As #autismparents, we try to remember that our timeline will likely look a bit different than everyone else’s. When it comes to finances, sometimes it’s hard to pick out goals. What is always clear, however, is values. If we know what you truly value, we can design a plan around that. It makes the plan that much more tailored to you and one that you’ll follow! See thrivent.com/social for important disclosures.

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We took the whole family along to pick up Jackson from camp near Kansas City this past weekend. We are always happy to see that whenever we pick up our kids from an overnight camp their self sufficiency seems to have increased. As parents, we place a high value on getting our kids to the point where they can be self sufficient. As #autismparents, we try to remember that our timeline will likely look a bit different than everyone else’s. When it comes to finances, sometimes it’s hard to pick out goals. What is always clear, however, is values. If we know what you truly value, we can design a plan around that. It makes the plan that much more tailored to you and one that you’ll follow! See thrivent.com/social for important disclosures.

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A very happy Father’s Day to my husband who is a wonderful dad to these two and brings down the crazy when I start getting a little too much for the household!

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A very happy Father’s Day to my husband who is a wonderful dad to these two and brings down the crazy when I start getting a little too much for the household!

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Think any of my clients will mind if I wear my “ears” in meetings for the next week, as I go through Disney Cruise withdrawal 😜 Fun fact, our family much prefers Disney Cruises to World or Land because 1) we can show our boys more of the world and 2) being an #autism family means we need places to escape to quickly that are quiet and calm. A cruise gives us just that. Your dreams may or may not include the Mouse, but whatever they are, we want to help get you there. My biggest advice for my clients: don’t let other people’s dreams become your own. If you never want to do Disney, then don’t. If you hate beaches and love mountains, than let’s work towards that!

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Think any of my clients will mind if I wear my “ears” in meetings for the next week, as I go through Disney Cruise withdrawal 😜 Fun fact, our family much prefers Disney Cruises to World or Land because 1) we can show our boys more of the world and 2) being an #autism family means we need places to escape to quickly that are quiet and calm. A cruise gives us just that. Your dreams may or may not include the Mouse, but whatever they are, we want to help get you there. My biggest advice for my clients: don’t let other people’s dreams become your own. If you never want to do Disney, then don’t. If you hate beaches and love mountains, than let’s work towards that!

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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It takes a village to raise a child, and it takes some incredibly strong women along the way to show you how. Happy Mother’s Day to my mom, and all the wonderful women who make me a better mom. Some of the most precious are captured here, and I bet not one loves the picture I chose 😉 Happy Mother’s Day!

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It takes a village to raise a child, and it takes some incredibly strong women along the way to show you how. Happy Mother’s Day to my mom, and all the wonderful women who make me a better mom. Some of the most precious are captured here, and I bet not one loves the picture I chose 😉 Happy Mother’s Day!

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Are your retirement savings on track?

Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. One option is to fully fund an IRA by April 15. Here are more ways you can boost your savings.

Discover important savings milestones and how you can help boost your savings.

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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.

You can claim your Social Security retirement benefits as early as age 62. If you have limited retirement savings or more immediate income needs, delaying...

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How to handle market volatility

Whatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.

Plan for how you will handle market volatility with your investments.

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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.

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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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