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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 required minimum distributions work?

Did you know that for some retirement accounts, you must start withdrawing money by a certain age? Learn more about required minimum distributions (RMDs) today. 👇

After decades of being told to save for retirement in tax-deferred 401(k), 403(b) plans and IRAs—and not to touch that money—it may seem odd being forced to...

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How to make financial decisions that reflect your values

Money decisions aren't just about numbers; they're about your heartstrings! 💓 Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰 Learn: 1. Identify your core values through self-reflection. 2. Set SMART goals in line with your values. 3. Seek professional advice for a purpose-driven financial strategy. Read more. 👇

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Embrace your golden years with confidence

When planning for retirement, sometimes it’s best to expect the unexpected. It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care. Explore your options and reach out to discuss. 👇

Explore new strategies for your retirement that can help ensure your savings last a lifetime.

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A dependable financial advisor can make all the difference. 💼💰 See thrivent.com/social for disclosures. #FinancialAdvisor #FinancialPlanning #WealthManagement

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A dependable financial advisor can make all the difference. 💼💰 See thrivent.com/social for disclosures. #FinancialAdvisor #FinancialPlanning #WealthManagement

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs. #LifeInsuranceAwarenessMonth #LIAM23

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs. #LifeInsuranceAwarenessMonth #LIAM23

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.

Not all team members may provide all products, programs and services in all states.

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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