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News and Insights

Pro tip: Set a yearly calendar reminder to check your beneficiary designations. It just takes a few minutes to add it to your phone.

With Thrivent, Doc realized he could make money more meaningful by paying it forward and using it to enrich others’ lives. How can Thrivent help you spread generosity?

"I have told you these things, so that in me you may have peace. In this world you will have trouble. But take heart! I have overcome the world." - John 16:33

How to talk to your parents about estate planning with compassion

The hard conversations are often the ones most worth having. Get helpful guidance here 🔽

We would like to thank all those who donated items for cancer patient care packages! Because of your generosity 100 completed care packages filled with your donations and an additional five large boxes of items were dropped off at New Day Foundation for Families. You have given Michigan families facing cancer HOPE in a time of uncertainty!

We hope you have a chance to visit St. Trinity in Clarkston to enjoy the train displays!

ACTION TEAM UPDATE! Visit our website to see the results of your generosity! https://connect.thrivent.com/intentional-financial-advisors/resources/news-insights #HOPE #NEWDAYFOUNDATION #LIVEGENEROUSLY See thrivent.com/social for disclosures.

Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

Make the most out of your empty nest

It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.

Balancing today’s priorities with tomorrow’s goals

Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️

Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

"But let all who take refuge in you be glad; let them ever sing for joy..." - Psalm 5:11

Changing jobs and not sure what to do with your 401(k)? Here are some things to consider before making any decisions: https://bit.ly/3xe6tRi. If you'd like to discuss what options would be the best fit for you, let's connect.

A strong financial support system can positively impact both your family and the community you’re called to serve. With Thrivent, A.J. and D gained a whole new level of confidence that inspires their generosity today.

Here are the kitties of Intentional Financial Advisors! Comment with a picture of your feline friends! #NationalCatDay #Catlover See thrivent.com/social for disclosures.

"The Lord himself goes before you and will be with you; he will never leave you nor forsake you. Do not be afraid; do not be discouraged." - Deuteronomy 31:8

Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social

"For we live by faith, not by sight." - 2 Corinthians 5:7

Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social