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Insights

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

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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Maximizing Social Security for married couples: How it works & spousal strategies to consider

Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️

For married couples, a smart Social Security strategy considers both spouses' projected benefits and life expectancies. Creating a claiming plan together can...

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The importance of estate planning: Protecting your people, property & privacy

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.

When you hear or read the word "estate," perhaps images flash in your mind of diamond jewelry, garden parties and gleaming yachts. So if you don't have any of...

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Celebrating 20 years of Thrivent Asset Allocation Funds

Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.

Marking two decades of strong performance through market cycles, we celebrate the 20-year journey of Thrivent Asset Allocation Funds.

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

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You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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Should you get life insurance in your 20s? 5 reasons to consider it

Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​

When you have children or other dependents, the protection offered by life insurance can become a financial necessity. But that doesn't mean you have to put...

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Investing in volatile markets: Smart strategies for confident investing

Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.

Markets can be unpredictable, with ups and downs that can make even the most seasoned investors uneasy. But the good news? You don’t have to let market swings...

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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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