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Insights

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

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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. Disclosures: thrivent.com/social

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

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Thrivent Market & Economic update

Watch Thrivent's recent Market & Economic Update to learn what you can expect from now until end of the year.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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"Rejoice always, pray continually, give thanks in all circumstances; for this is God’s will for you in Christ Jesus." - 1 Thessalonians 5:16-18

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"Rejoice always, pray continually, give thanks in all circumstances; for this is God’s will for you in Christ Jesus." - 1 Thessalonians 5:16-18

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June 2024 Market Update: April showers brought May flowers

Strong first quarter earnings helped boost the economy in May, but there is potential for additional market volatility. Learn more in Thrivent’s June 2024 Market Update.

Economic signals are more mixed, increasing the risk of a softer than expected growth in the economy.

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.​​

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.​​

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/42gGcf6 #AnnuityAwarenessMonth

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There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/42gGcf6 #AnnuityAwarenessMonth

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Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social

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Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social

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Annuities have grown in popularity. This flexible financial tool could be right for you. Let’s schedule some time to take a fresh look at what your income needs will be in retirement—and if an annuity is right to help meet those income needs. Guarantees based on the financial strength and claims paying ability of the product's issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth

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Annuities have grown in popularity. This flexible financial tool could be right for you. Let’s schedule some time to take a fresh look at what your income needs will be in retirement—and if an annuity is right to help meet those income needs. Guarantees based on the financial strength and claims paying ability of the product's issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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