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

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I'm proud of this one. Becoming a CERTIFIED FINANCIAL PLANNER™️ Professional was one of the most difficult challenges I've faced and I had to work for years toward this goal. This week I officially received my credential after meeting all the requirements of the CFP Board. There are lots of degrees, certifications, and licenses out there but to me becoming a CERTIFIED FINANCIAL PLANNER™️ Professional has always been the gold standard. I look forward to putting the expertise and competency this credential represents to work for real people who are trying to make wise financial decisions that lead to living more generous, more secure, and less anxious lives. https://certificates.cfp.net/77d248c0-5148-4c9e-a946-429585167030

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I'm proud of this one. Becoming a CERTIFIED FINANCIAL PLANNER™️ Professional was one of the most difficult challenges I've faced and I had to work for years toward this goal. This week I officially received my credential after meeting all the requirements of the CFP Board. There are lots of degrees, certifications, and licenses out there but to me becoming a CERTIFIED FINANCIAL PLANNER™️ Professional has always been the gold standard. I look forward to putting the expertise and competency this credential represents to work for real people who are trying to make wise financial decisions that lead to living more generous, more secure, and less anxious lives. https://certificates.cfp.net/77d248c0-5148-4c9e-a946-429585167030

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5 powerful retirement lessons from current retirees

Looking for additional ways to prepare for a comfortable retirement? Recent retirees offer these 5 tips.

Imagine that you never have to work another day in your life. What would you do? Pursue a passion project? Spend more time with your family? Or get more...

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Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.

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Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.

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Ready, set, retire: Thrivent looks at retirement readiness

Whether your retirement savings are on track or behind schedule, these 6 steps can help boost your retirement readiness in 2023 and beyond.

Anxious about having enough for retirement? You're not alone. According to Thrivent's 2022 Retirement Readiness Survey*, most Americans have mixed feelings...

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Do you tend to wait until the last minute to file your tax returns? Here are some reasons you should file earlier: 1) Protect your tax refund from falling into the hands of a tax return fraudster 2) Book an appointment more easily with a tax professional (they get busier as Tax Day approaches) 3) If you owe any money to the IRS, you have more time to prepare the payment before the deadline

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Do you tend to wait until the last minute to file your tax returns? Here are some reasons you should file earlier: 1) Protect your tax refund from falling into the hands of a tax return fraudster 2) Book an appointment more easily with a tax professional (they get busier as Tax Day approaches) 3) If you owe any money to the IRS, you have more time to prepare the payment before the deadline

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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What is the best way to save for retirement?

While preparing for retirement looks different for everyone, a holistic savings strategy often has three key components: 1. Investments 2. Social Security 3. Other guaranteed income sources Check out this article to learn more about each, plus common retirement saving roadblocks to avoid.

Most people want to know the best way to save for retirement, thinking it's a simple, clear-cut answer. But there's no single way to ensure you have the right...

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Investing time and energy into financial self-care can help you feel more empowered about your finances, enable you to manage ups and downs better and take control of emotional decision making. Check out these 8 tips for creating a financial self-care routine: bit.ly/3DlzLNS

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Investing time and energy into financial self-care can help you feel more empowered about your finances, enable you to manage ups and downs better and take control of emotional decision making. Check out these 8 tips for creating a financial self-care routine: bit.ly/3DlzLNS

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As January comes to an end, take some time for reflection. What are some achievements—big or small—that have happened during this first month of the year?

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As January comes to an end, take some time for reflection. What are some achievements—big or small—that have happened during this first month of the year?

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Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR

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Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR

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.

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

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