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News and Insights

Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

Wishing you and your loved ones a safe and relaxing Labor Day.

Have a fun and memorable 4th of July celebration!

Life insurance & living benefits: Ways to use permanent life insurance

Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

Risks and habits that can derail your financial plan

Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

Benefit Concert in support of the Manzi Foundation

Get your tickets today at https://bit.ly/manzi_concert. Come join us for an unforgettable evening with R&B/Funk Band, Avenue Groove. Experience a special concert filled with music you love and good family fun. While the event is free, we encourage donations to support the Manzi Foundation in their mission to give back to the community.

Benefit Concert in support of the Manzi Foundation

Get your tickets today at https://bit.ly/manzi_concert Come join us for an unforgettable evening with R&B/Funk Band, Avenue Groove. Experience a special concert filled with music you love and good family fun. While the event is free, we encourage donations to support the Joseph and Anthony Manzi Foundation in their mission to give back to the community. No products will be sold at this event. Avenue Groove and Manzi Foundation are not affiliated or endorsed by Thrivent. For additional important information, visit Thrivent.com/disclosures.

To all who served and sacrificed for our freedom, thank you.

Preparing for retirement checklist: Are you retirement ready?

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Benefit Concert in support of the Manzi Foundation

Join us June 1st at 6pm for a Benefit Concert in support of the Manzi Foundation! https://www.eventbrite.com/e/benefit-concert-in-support-of-the-manzi-foundation-tickets-888638320137

Income Match Assessment | Thrivent

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

Some of the best advice comes from Moms. To all moms and mother figures, happy Mother’s Day!

2023 Connecticut Five Star Wealth Manager Pamela Miscia-Carlson, ChFC®️, CLTC®️

Our Wealth Advisor Pam Miscia has been awarded as a 5-Star Wealth Advisor yet again! Congratulations Pam https://youtube.com/watch?v=4zgqRL0TtxU&si=KLqdAAzZ1zs6WEHO

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

Meet Mauricio, our newest associate! Mauricio started his career in financial services in 2014 and has been with Thrivent since 2017. He and his wife, Andelys, have two children, Gael and Luca. In his free time, he enjoys various sports, including soccer, basketball, tennis and biking, art history, museums, traveling abroad and hiking Wisconsin state parks and trails. Mauricio is also on the Oshkosh United coaching staff. Click below to read more about our entire Team: connect.thrivent.com/genesis-financial-group/about-us/our-team

Meet Nicole! Nicole has been with Thrivent since 2018. She graduated from Stockton University with a Bachelor of Arts degree. She also holds master’s degrees from Syracuse University and Monmouth University. Nicole and her husband, Mike, have one daughter, who is involved in baseball, field hockey, soccer, swimming and lacrosse. In her free time, Nicole enjoys watching the New York Yankees, cooking, reading, traveling, board games, 80s movies, the beach and spending time with family. Click below to read more about our entire Team: connect.thrivent.com/genesis-financial-group/about-us/our-team

Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.