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Insights

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

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Working Tax Efficiency into Your Financial Strategy

How tax-efficient is your financial strategy? Here are some basic steps you can take to ensure you’re making the most of your money.

Tax efficiency strategies like tax diversification and understanding ''tax now, tax later and tax never'' can help reduce what you pay now and in retirement....

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Updating Your Life Insurance: 7 Life Events That May Affect Your Coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage.

Buying life insurance may not be a one-and-done decision. What works for you now may not apply later. Learn about when you should update your life insurance....

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3 Ways the Pandemic Is Changing Homebuying in 2021

Looking to buy a new home? Check out the top trends in the current housing market.

The pandemic has encouraged low-interest mortgage rates and other positive changes. Could these positive developments have you considering a move?...

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Important tax filing change: The IRS has extended the deadline for filing individual federal tax returns and making 2020 contributions to an IRA. The new deadline is May 17, 2021. Here are other key dates to keep in mind: https://bit.ly/3wr0OSZ

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Important tax filing change: The IRS has extended the deadline for filing individual federal tax returns and making 2020 contributions to an IRA. The new deadline is May 17, 2021. Here are other key dates to keep in mind: https://bit.ly/3wr0OSZ

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Thrivent Wins 2 Lipper Awards in 2021

Sharing some great insight from Thrivent’s chief investment officer: How Thrivent’s long-term investment view helped lead to its success, winning two Lipper Awards in 2021.

Two Lipper Fund Awards were granted to Thrivent for the performance of the Thrivent Mid Cap Stock Fund. Learn more about how our approach helps investors....

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Looking for ways to support front-line workers through a virtual or socially distanced Thrivent Action Team? Create snack kits to support local vaccine and testing sites, or write thank you cards. Check out more ideas here: https://bit.ly/3sEx82h

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Looking for ways to support front-line workers through a virtual or socially distanced Thrivent Action Team? Create snack kits to support local vaccine and testing sites, or write thank you cards. Check out more ideas here: https://bit.ly/3sEx82h

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How does a home equity loan work?

Home improvement projects on your to-do list? Learn more about home equity loan options and which may be able to help you best cover your expenses.

Answers to common questions you may have....

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When it comes to addressing financial needs, women can face some unique challenges. But together, we can help identify those challenges and find solutions to help fill the gaps. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

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When it comes to addressing financial needs, women can face some unique challenges. But together, we can help identify those challenges and find solutions to help fill the gaps. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

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Are you prepared to provide for your family if the unimaginable occurs? Let’s make sure you have the coverage you need. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

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Are you prepared to provide for your family if the unimaginable occurs? Let’s make sure you have the coverage you need. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

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If you have life insurance through your employer, it may not be enough to cover the financial needs of your loved ones. Let’s talk more about your coverage and identify any gaps you may want to fill. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.) 

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If you have life insurance through your employer, it may not be enough to cover the financial needs of your loved ones. Let’s talk more about your coverage and identify any gaps you may want to fill. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.) 

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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