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Insights

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

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Get ready for the new year with a 2024 Thrivent calendar featuring inspiring photos and reflections submitted by Thrivent clients. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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Get ready for the new year with a 2024 Thrivent calendar featuring inspiring photos and reflections submitted by Thrivent clients. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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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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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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Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create lasting a legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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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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An act of love: Tips for aging parents

Helping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇

The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...

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As a Thrivent market vice president, Josh integrates his faith into his work. He’s built a career serving clients who value the purpose-based advice he gives that helps them reach their financial goals. Explore the opportunity to work with purpose as a Thrivent financial advisor: thriventcareers.com/3sQPHFN

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As a Thrivent market vice president, Josh integrates his faith into his work. He’s built a career serving clients who value the purpose-based advice he gives that helps them reach their financial goals. Explore the opportunity to work with purpose as a Thrivent financial advisor: thriventcareers.com/3sQPHFN

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Avoid financial losses associated with identity theft with protection products from Experian. Experian ProtectMyID®️ Select and Experian ProtectMyID®️: 🔎 monitor your credit 🛡️ provide identity theft insurance 💻 help you resolve identity theft If you’re a client with membership, enrollment is easy: https://bit.ly/3rCO6mH

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Avoid financial losses associated with identity theft with protection products from Experian. Experian ProtectMyID®️ Select and Experian ProtectMyID®️: 🔎 monitor your credit 🛡️ provide identity theft insurance 💻 help you resolve identity theft If you’re a client with membership, enrollment is easy: https://bit.ly/3rCO6mH

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Dreaming of the future? Make your bucket list 📝 and we’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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Dreaming of the future? Make your bucket list 📝 and we’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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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.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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