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Insights

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

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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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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 a lasting 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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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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How the SECURE Act 2.0 affects small businesses

Do you own a small business? The SECURE Act 2.0 provides new tools and incentives to benefit eligible employers and its employees. Take a look at these key provisions that small business owners should know.

American workers and their families gained new retirement savings opportunities when the SECURE Act 2.0 was signed into law in late 2022. The law builds on...

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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It's not too late to register for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Tuesday, Nov 14th, 12:00pm CST Tuesday, Nov 14th, 7:30pm CST or Thursday, Nov 16th, 6:30pm CST Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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It's not too late to register for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Tuesday, Nov 14th, 12:00pm CST Tuesday, Nov 14th, 7:30pm CST or Thursday, Nov 16th, 6:30pm CST Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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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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How to make financial decisions that reflect your values

Money decisions aren't just about numbers; they're about your heartstrings! 💓 Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰 Learn: 1. Identify your core values through self-reflection. 2. Set SMART goals in line with your values. 3. Seek professional advice for a purpose-driven financial strategy. Read more. 👇

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

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Want to build healthier budgeting, saving, and spending habits? Check out Money Canvas, a free Thrivent program that uses visual learning tools and game-like experiences to help you do just that: www.thrivent.com/moneycanvas.

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Want to build healthier budgeting, saving, and spending habits? Check out Money Canvas, a free Thrivent program that uses visual learning tools and game-like experiences to help you do just that: www.thrivent.com/moneycanvas.

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Join us for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Tuesday, Nov 14th, 12:00pm CST Tuesday, Nov 14th, 7:30pm CST or Thursday, Nov 16th, 6:30pm CST Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Join us for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Tuesday, Nov 14th, 12:00pm CST Tuesday, Nov 14th, 7:30pm CST or Thursday, Nov 16th, 6:30pm CST Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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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