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Insights

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

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Life insurance & living benefits: Ways to use permanent life insurance

Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

A solid financial plan covers many things, not the least of which is planning for retirement and having life insurance to help protect your family’s security...

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Risks and habits that can derail your financial plan

Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Help avoid common pitfalls and safeguard your finances for when life doesn't go as expected.

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Preparing for retirement checklist: Are you retirement ready?

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months...

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Income Match Assessment | Thrivent

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

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🤝🏽 Hey there! I'm Dan, and I'm fluent in English, French, and Insurance. 🗨️ When insurance is a language all its own, how can you make sure... 🔷 ...Your coverage will work for you, should you need it? 🔷 ...Your coverage is customized to YOU and your unique goals? 🔷 ...Your coverage is designed to change and adapt to your shifting situation? 🔷 ...Your coverage is affordable and fits your broader financial plan? 👨🏽‍🤝‍👨🏻 Don't go it alone! Consider partnering with an interpreter who will provide guidance and present options that make the best sense for you and your family. Let's find out what that looks like, together. . . . . Disclosures: Thrivent.com /social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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🤝🏽 Hey there! I'm Dan, and I'm fluent in English, French, and Insurance. 🗨️ When insurance is a language all its own, how can you make sure... 🔷 ...Your coverage will work for you, should you need it? 🔷 ...Your coverage is customized to YOU and your unique goals? 🔷 ...Your coverage is designed to change and adapt to your shifting situation? 🔷 ...Your coverage is affordable and fits your broader financial plan? 👨🏽‍🤝‍👨🏻 Don't go it alone! Consider partnering with an interpreter who will provide guidance and present options that make the best sense for you and your family. Let's find out what that looks like, together. . . . . Disclosures: Thrivent.com /social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Thrivent ranked among Barron’s Best Fund Families

Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇

Thrivent Mutual Funds has been ranked among Barron’s Best Fund Families of 2023- ending 12/31/2023 with a ranking of ninth out of 49 fund families based on one-

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With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding. Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD

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With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding. Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD

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Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

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Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

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Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and...

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Working tax efficiency into your financial strategy

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️ 1. Investment 2. Time 3. Income tax

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 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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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