Skip to main content
  • Thrivent.com
  • MyThrivent
  • BrokerCheck
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Us
  • Home
  • About
  • Solutions
  • Insights
  • Contact Us
  • Thrivent.com
  • MyThrivent
  • BrokerCheck

Insights

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

Image Read Post
Image

Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to: ⭐ Spend on things they want ⭐ Save for something big ⭐ Give to make a difference Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.

Image

Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to: ⭐ Spend on things they want ⭐ Save for something big ⭐ Give to make a difference Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.

Image VIEW MORE +
Image

August 2026 Market Update: Strong economy, higher yields

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

Image Read Post
Image

Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage. These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk

Image

Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage. These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk

Image VIEW MORE +
Image

The great wealth transfer: What baby boomers need to know

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

Image Read Post
Image

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

Image

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

Image VIEW MORE +
Image

Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

Image Read Post
Image

Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

Image

Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

Image VIEW MORE +
Image

The differences between real estate, stocks, bonds & mutual funds

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

Today, potential paths for investors range widely—traditional investments like mutual funds sit arm in arm with alternative investments such as non-fungible...

Image Read Post
Image

For months now, one of the big questions has been: Is AI actually improving productivity and profitability? According to Thrivent’s Head of Private Equity Investment Jen Wilson, the answer is yes—but the benefits aren’t always easy to measure. Watch the clip: https://bit.ly/4hjp9UB

Image

For months now, one of the big questions has been: Is AI actually improving productivity and profitability? According to Thrivent’s Head of Private Equity Investment Jen Wilson, the answer is yes—but the benefits aren’t always easy to measure. Watch the clip: https://bit.ly/4hjp9UB

Image Read Post
Image

Recession fears may have faded, but it’s still a good idea to keep certain economic indicators on your radar. Learn what Thrivent’s Chief Investment Strategist Steve Lowe watches most closely: https://bit.ly/4fG49pR

Image

Recession fears may have faded, but it’s still a good idea to keep certain economic indicators on your radar. Learn what Thrivent’s Chief Investment Strategist Steve Lowe watches most closely: https://bit.ly/4fG49pR

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.

Thrivent logo

Copyright: © 2026 Thrivent. All rights reserved.