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Insights

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

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A simple guide to the many types of retirement accounts

Wondering how the contribution and catch-up limits have changed from 2022 to 2023? Check out this helpful guide that outlines different retirement accounts.

Saving for retirement is a journey, and every path is different. You may be saving in a traditional employer-sponsored retirement plan, like a 401(k), but...

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How the SECURE Act 2.0 affects small businesses

Do you own a small business? The SECURE Act 2.0 provides new tools and incentives to benefit eligible employers and its employees. Take a look at these key provisions that small business owners should know.

American workers and their families gained new retirement savings opportunities when the SECURE Act 2.0 was signed into law in late 2022. The law builds on...

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Do you need disability insurance?

What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you.

Most of us understand the need for insurance for our health, home and car. But what about insurance if injury or illness would take away your ability to bring...

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November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

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You insure your health and home. What about your ability to earn an income? Let’s check that off your list.

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You insure your health and home. What about your ability to earn an income? Let’s check that off your list.

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Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create a lasting legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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How do required minimum distributions work?

Did you know that for some retirement accounts, you must start withdrawing money by a certain age? Learn more about required minimum distributions (RMDs) today. 👇

After decades of being told to save for retirement in tax-deferred 401(k), 403(b) plans and IRAs—and not to touch that money—it may seem odd being forced to...

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We're thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to us as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. We're grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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We're thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to us as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. We're grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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Avoid financial losses associated with identity theft with protection products from Experian. Experian ProtectMyID®️ Select and Experian ProtectMyID®️: 🔎 monitor your credit 🛡️ provide identity theft insurance 💻 help you resolve identity theft If you’re a client with membership, enrollment is easy: https://bit.ly/3rCO6mH

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Avoid financial losses associated with identity theft with protection products from Experian. Experian ProtectMyID®️ Select and Experian ProtectMyID®️: 🔎 monitor your credit 🛡️ provide identity theft insurance 💻 help you resolve identity theft If you’re a client with membership, enrollment is easy: https://bit.ly/3rCO6mH

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Dreaming of the future? Make your bucket list 📝 and I’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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Dreaming of the future? Make your bucket list 📝 and I’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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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