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Insights

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

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How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

If you’re at or near retirement, you’ve likely given a lot of thought to Social Security: how much you’ll receive, when to start taking it, and the role it...

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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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Happy New Year's Eve! Going into the new year, think about what it takes to be able to do what you do; it takes your income. Disability insurance can protect the asset you and your family rely on the most. Connect with me to find the coverage solution right for you. #newyears #newyearseve #automatetobegreat #incomeprotection #disabilityinsurance #newgoals #stjohnindiana See thrivent.com/social for important disclosures.

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Happy New Year's Eve! Going into the new year, think about what it takes to be able to do what you do; it takes your income. Disability insurance can protect the asset you and your family rely on the most. Connect with me to find the coverage solution right for you. #newyears #newyearseve #automatetobegreat #incomeprotection #disabilityinsurance #newgoals #stjohnindiana See thrivent.com/social for important disclosures.

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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Parenting is: contributing to their 529 college savings plan even when you find them like this. Need help getting started? Let’s set up some time to talk. See thrivent.com/social for important disclosures.

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Parenting is: contributing to their 529 college savings plan even when you find them like this. Need help getting started? Let’s set up some time to talk. See thrivent.com/social for important disclosures.

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Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.

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Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.

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How did you earn your first dollar? 💲 Whether it was a holiday bake sale, yard work, babysitting, or something different – learning the value of earning money is a lesson worth passing on.

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How did you earn your first dollar? 💲 Whether it was a holiday bake sale, yard work, babysitting, or something different – learning the value of earning money is a lesson worth passing on.

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Merry Christmas! The holiday season is a great time for giving back. Here, Connor and I have two Santa sacks filled with winter wearable donations going to Catholic Charities in East Chicago! #MerryChristmas #givingback #happyholidays #donation #automatetobegreat #eastchicagoin

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Merry Christmas! The holiday season is a great time for giving back. Here, Connor and I have two Santa sacks filled with winter wearable donations going to Catholic Charities in East Chicago! #MerryChristmas #givingback #happyholidays #donation #automatetobegreat #eastchicagoin

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Wishing you a wonderful Christmas Eve. Let’s celebrate the miracle and hope of the season! #Automatetobegreat

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Wishing you a wonderful Christmas Eve. Let’s celebrate the miracle and hope of the season! #Automatetobegreat

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Take a look at the contributions you’ve made to your retirement savings and HSA accounts this year. If you determine there’s room for you to maximize your contributions, take advantage of the opportunity.

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Take a look at the contributions you’ve made to your retirement savings and HSA accounts this year. If you determine there’s room for you to maximize your contributions, take advantage of the opportunity.

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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