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Insights

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

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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The results are in! Thank you to everyone who voted on the new design of the 2021 Live Generously® T-shirt. Find out which design won here: https://bit.ly/30KN7QU

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The results are in! Thank you to everyone who voted on the new design of the 2021 Live Generously® T-shirt. Find out which design won here: https://bit.ly/30KN7QU

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Do your finances match your life priorities? Let’s connect and make sure your strategies set you up for a meaningful life, no matter the stage you’re at.

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Do your finances match your life priorities? Let’s connect and make sure your strategies set you up for a meaningful life, no matter the stage you’re at.

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When it comes to insurance, it's not enough just to have it—you need to plan for it at all stages of life. If you don't have an insurance plan, Nick and I would love to help. Contact us to get some time on the calendar. (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.)

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When it comes to insurance, it's not enough just to have it—you need to plan for it at all stages of life. If you don't have an insurance plan, Nick and I would love to help. Contact us to get some time on the calendar. (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.)

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

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