Insights
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
There is still room in tonight's webinar!Five Phases of an IRA Thursday, August 20, 2026 at 7:00 p.m. ETLive Online Webinar There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us with guest speaker, Eric Murphy, Advisor Solutions Consultant at Thrivent, for our workshop on the Five Phases of an IRA to discover:• How the 5 phases of an IRA relate to stages of your retirement.• How time can have a great impact on tax-deferred retirement accounts. • Strategies for reducing the taxes you and your heirs could pay. Disclosure:No products will be sold.Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.See thrivent.com/social for important disclosures.27764-13M N1-24 Registration Link: https://bit.ly/iragenesis
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
There is still room in tonight webinar!Five Phases of an IRA Thursday, August 20, 2026 at 7:00 p.m. ETLive Online Webinar There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us with guest speaker, Eric Murphy, Advisor Solutions Consultant at Thrivent, for our workshop on the Five Phases of an IRA to discover:• How the 5 phases of an IRA relate to stages of your retirement.• How time can have a great impact on tax-deferred retirement accounts. • Strategies for reducing the taxes you and your heirs could pay. Disclosure:No products will be sold.Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.See thrivent.com/social for important disclosures.27764-13M N1-24 Registration Link: https://bit.ly/iragenesis
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.Explore your options below and let’s connect to keep your goals on track as interest rates change.
There are two doors to your retirement future—one helps ensure you have enough income, the other may fall short. To begin, ask yourself if you know where your assets are. What is your top risk in retirement? How can you create a guaranteed income? Find answers at this informational workshop.Register today. https://bit.ly/2DoorsIWANo products will be sold.Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.36369M N10-24
Join us in congratulating Pam on being recognized among the 100 Women Advisors to Watch! -1,000 Advisors to Watch was created to recognize excellence in all types of practices and advisors. They received nominations from 1,984 firms and advisors. Nominees were required to have a minimum of seven years’ experience, at least $150m in AUM, 2 years at current firm and in good stranding, and clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: Relative size of assets, production and quality of service; GROWTH: Relative year-over-year change in assets, clients and production; PROFESSIONALISM: Regulatory record, community involvement, mentorship and team makeup. Data collected is from 12/31/2023 to 12/31/2024. Award is valid from June 2025- 2026. Participation in the ranking is open to any firm or advisor and there are no fees for participation. See thrivent.com/social for important disclosures
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.See thrivent.com/social for important disclosures.
As a Virtual Advisor at Thrivent, you’ll enjoy hybrid flexibility, full benefits, competitive compensation with performance bonuses, plus ongoing coaching to help you grow.You’ll use your skills to guide existing clients through financial decisions with empathy and structure—no cold calls, no chasing leads.Learn more here: thriventcareers.com/4lexCa8
genesis-team-brochureWe are excited to introduce our new look and team! Exciting times are ahead for Genesis Financial Group:We are fortunate to have a team dedicated to helping and caring for our client on their financial and personal journeys. Please join us in welcoming them! https://www.thrivent.com/literature/genesis-team-brochure
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
The differences between real estate, stocks, bonds & mutual fundsWondering 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.