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Insights

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

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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:​ ✅ Organize your financial documents​ ✅ Make a tax filing plan​ ✅ Understand how your taxes fit into your bigger picture​ See thrivent.com/social for important disclosures.​

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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:​ ✅ Organize your financial documents​ ✅ Make a tax filing plan​ ✅ Understand how your taxes fit into your bigger picture​ See thrivent.com/social for important disclosures.​

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Happy New Year! Wishing your family a very blessed 2025.

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Happy New Year! Wishing your family a very blessed 2025.

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What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

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What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.

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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.

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Work: Meeting clients, financial planning and acts of generosity Home: School drop off, lunch with Mom and soccer practice Live each day to the fullest with a flexible schedule. Explore the Thrivent financial advisor career today: thriventcareers.com/3Y1uTIO

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Work: Meeting clients, financial planning and acts of generosity Home: School drop off, lunch with Mom and soccer practice Live each day to the fullest with a flexible schedule. Explore the Thrivent financial advisor career today: thriventcareers.com/3Y1uTIO

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Solo 401(k): Definition, rules & taxes

Being your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️

Being your own boss offers a lot of rewards. You're independent. You set your own schedule and choose the projects you'll do. But it also means you're entirely...

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It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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Want to see beautiful photography on your wall all year long? Order your 2025 Thrivent calendar featuring the theme “Everyday blessings”: https://bit.ly/4eBsNVe

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Want to see beautiful photography on your wall all year long? Order your 2025 Thrivent calendar featuring the theme “Everyday blessings”: https://bit.ly/4eBsNVe

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Hey hospitality worker... You are more than your work history. The skills you gained in the industry are transferable to a career in financial services. Yes, really. You can succeed as a Thrivent financial advisor. Go where you can still put client needs first—just in a more meaningful way. Discover the financial advisor career: thriventcareers.com/3zGhCvt You can do this.

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Hey hospitality worker... You are more than your work history. The skills you gained in the industry are transferable to a career in financial services. Yes, really. You can succeed as a Thrivent financial advisor. Go where you can still put client needs first—just in a more meaningful way. Discover the financial advisor career: thriventcareers.com/3zGhCvt You can do this.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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