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Insights

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

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If you have a family business, farm, or charitable goals—now’s the time to act. #LegacyPlanning #EstateTax #GenerationalWealth For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 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 a family business, farm, or charitable goals—now’s the time to act. #LegacyPlanning #EstateTax #GenerationalWealth For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

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Plan today to make tomorrow meaningful. For disclosure information, see thrivent.com/social.

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Plan today to make tomorrow meaningful. For disclosure information, see thrivent.com/social.

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Tuesday's #tipoftheday! ❤️

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Tuesday's #tipoftheday! ❤️

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Let's stress test your plan. For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Let's stress test your plan. For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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You already know your retirement should be a priority. But will you have enough income to last in retirement? I can help. For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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You already know your retirement should be a priority. But will you have enough income to last in retirement? I can help. For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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We talk about: ✅ What you’re passionate about ✅ Who you’re providing for ✅ How you want to make an impact Planning with purpose. 📱(608) 385-0876 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #FaithBasedFinance #FinancialWellness #Thrivent

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We talk about: ✅ What you’re passionate about ✅ Who you’re providing for ✅ How you want to make an impact Planning with purpose. 📱(608) 385-0876 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #FaithBasedFinance #FinancialWellness #Thrivent

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Bring your kids or grandkids into the conversation. Let them help choose causes, visit nonprofits, or even donate part of their allowance. Legacy isn’t just what you leave behind—it’s what you live out. #LegacyOfLove #GenerosityInAction #FaithAndFinance #NextGenGivers For disclosure information, see thrivent.com/social.

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Bring your kids or grandkids into the conversation. Let them help choose causes, visit nonprofits, or even donate part of their allowance. Legacy isn’t just what you leave behind—it’s what you live out. #LegacyOfLove #GenerosityInAction #FaithAndFinance #NextGenGivers For disclosure information, see thrivent.com/social.

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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I can help you: 🧾 Build sustainable income in retirement 💸 Coordinate Social Security and savings 📊 Minimize tax impact 🛡️ Include protection for unexpected life events Let’s craft a strategy that helps you live the life you’ve envisioned—now and in the future. For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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I can help you: 🧾 Build sustainable income in retirement 💸 Coordinate Social Security and savings 📊 Minimize tax impact 🛡️ Include protection for unexpected life events Let’s craft a strategy that helps you live the life you’ve envisioned—now and in the future. For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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