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Insights

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

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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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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.

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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.

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Whatever grade they’re in, there’s a game plan that can help you save for their college education. Need some help? Let’s talk through your options. There are products and tools that can meet you where you’re at. See thrivent.com/social for important disclosures.

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Whatever grade they’re in, there’s a game plan that can help you save for their college education. Need some help? Let’s talk through your options. There are products and tools that can meet you where you’re at. See thrivent.com/social for important disclosures.

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Join us for a FREE Workshop: Savvy Social Security When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! Wednesday, October 23rd @ 6pm Brock's River Walk Tavern & Grill 99 S. Main Street, Fort Atkinson, WI Seating is limited. Reserve a spot for you and a guest today. RSVP: 262-806-4728 or jen.grimme@thrivent.com Refreshments and a light meal will be served. No products will be sold. Visit thrivent.com/social

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Join us for a FREE Workshop: Savvy Social Security When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! Wednesday, October 23rd @ 6pm Brock's River Walk Tavern & Grill 99 S. Main Street, Fort Atkinson, WI Seating is limited. Reserve a spot for you and a guest today. RSVP: 262-806-4728 or jen.grimme@thrivent.com Refreshments and a light meal will be served. No products will be sold. Visit thrivent.com/social

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"Be strong and take heart, all you who hope in the Lord." - Psalm 31:24

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"Be strong and take heart, all you who hope in the Lord." - Psalm 31:24

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Join us for a FREE Workshop: Savvy Social Security When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! Wednesday, October 23rd @ 6pm Brock's River Walk Tavern & Grill 99 S. Main Street, Fort Atkinson, WI Seating is limited. Reserve a spot for you and a guest today. RSVP: 262-806-4728 or jen.grimme@thrivent.com Refreshments and a light meal will be served. No products will be sold. Visit thrivent.com/social

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Join us for a FREE Workshop: Savvy Social Security When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! Wednesday, October 23rd @ 6pm Brock's River Walk Tavern & Grill 99 S. Main Street, Fort Atkinson, WI Seating is limited. Reserve a spot for you and a guest today. RSVP: 262-806-4728 or jen.grimme@thrivent.com Refreshments and a light meal will be served. No products will be sold. Visit thrivent.com/social

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

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

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Join us for a FREE Workshop: Savvy Social Security When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! Wednesday, October 23rd @ 6pm Brock's River Walk Tavern & Grill 99 S. Main Street, Fort Atkinson, WI Seating is limited. Reserve a spot for you and a guest today. RSVP: 262-806-4728 or jen.grimme@thrivent.com Refreshments and a light meal will be served. No products will be sold. Visit thrivent.com/social

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Join us for a FREE Workshop: Savvy Social Security When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! Wednesday, October 23rd @ 6pm Brock's River Walk Tavern & Grill 99 S. Main Street, Fort Atkinson, WI Seating is limited. Reserve a spot for you and a guest today. RSVP: 262-806-4728 or jen.grimme@thrivent.com Refreshments and a light meal will be served. No products will be sold. Visit 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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