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Insights

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

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Its never too early to understand how an IRA works. Comprehending the 5 phases of an IRA could not only benefit you, but also the ones you love. 1. Accumulation 2. Opportunity Zone/ Tax Control 3. RMD’s 4. Single Filing 5. IRA to beneficiaries Want to learn more? Connect today! #tiptuesday #automatetobegreat #stjohnindiana #planningahead #retirementplanning See thrivent.com/social for important disclosures.

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Its never too early to understand how an IRA works. Comprehending the 5 phases of an IRA could not only benefit you, but also the ones you love. 1. Accumulation 2. Opportunity Zone/ Tax Control 3. RMD’s 4. Single Filing 5. IRA to beneficiaries Want to learn more? Connect today! #tiptuesday #automatetobegreat #stjohnindiana #planningahead #retirementplanning See thrivent.com/social for important disclosures.

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Balancing today’s priorities with tomorrow’s goals

Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️

Work. Family. Financial commitments. These tips can help you juggle all three as you manage expenses and save for the future in your 30s, 40s, 50s and 60s.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Navigating open enrollment: 5 ways to make the best choices for your family

With open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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What a day in the market! I had a great time chatting with Connor at the office today about the Dow Jones Industrial Average record close. Is now a good time to harvest gains? 📈 Connect with me to talk more. #teamthrivent #automatetobegreat See thrivent.com/social for important disclosures.

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What a day in the market! I had a great time chatting with Connor at the office today about the Dow Jones Industrial Average record close. Is now a good time to harvest gains? 📈 Connect with me to talk more. #teamthrivent #automatetobegreat See thrivent.com/social for important disclosures.

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4th Quarter 2024 Market Outlook: Coming out of the turn

Learn why Thrivent Asset Management leadership considers the risk of a recession unlikely in the 4th Quarter Market Outlook.

While economic data is often volatile as economies turn—and some of the data suggest the economy is still slowing—the balance indicates growth is stabilizing.

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As we know, the stock market does not have any guarantees. The stock markets best friend is time and worst friend is emotion. Here at the Third Coast Group of Thrivent we are here with time on our side. When your emotions start to take over, that’s when we come in. With the election coming up there are many uncertainties, but we can help you prepare. #automatetobegreat #stjohnindiana

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As we know, the stock market does not have any guarantees. The stock markets best friend is time and worst friend is emotion. Here at the Third Coast Group of Thrivent we are here with time on our side. When your emotions start to take over, that’s when we come in. With the election coming up there are many uncertainties, but we can help you prepare. #automatetobegreat #stjohnindiana

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Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

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Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

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Do you know the differences between a Traditional IRA and a Roth IRA? Understanding which IRA is right for you is a crucial part of your retirement plan. Have questions? I’m here to be a resource for you.

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Do you know the differences between a Traditional IRA and a Roth IRA? Understanding which IRA is right for you is a crucial part of your retirement plan. Have questions? I’m here to be a resource 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 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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