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Insights

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

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Tools for tax-efficient charitable giving

IRA. QCD. DAF. Let’s untangle these acronyms to see how they can help your generosity go further.

Americans’ charitable donations increased by 4% in 2021, according to an August 2022 report from Giving USA. That may not sound like a huge leap. But when you...

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Long-term care: Your questions answered

Long-term care is often a misunderstood concept. Check out these frequently asked questions and reach out if you would like to discuss further. THRIVENT FINANCIAL FOR LUTHERANS, Appleton, WI. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. Long-term care policies have exclusions, limitations, and terms under which benefits may be reduced, or the contract may be discontinued. For costs and complete details of the coverage, contact your licensed insurance agent/producer. Applies only in the following states: AK, AL, AR, CO, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NM, NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY.

It’s understandable to have questions about long-term care. Let’s start by defining what long-term care is. Long-term care is defined as assistance with the...

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I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.

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I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.

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Preparing for retirement is a journey, and having a helpful guide to answer questions, address your fears and be there for you over the long-term can make all the difference. Let’s connect and discuss a strategy for your retirement.

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Preparing for retirement is a journey, and having a helpful guide to answer questions, address your fears and be there for you over the long-term can make all the difference. Let’s connect and discuss a strategy for your retirement.

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Estate planning essentials: 5 key elements to help prepare for the legacy you want to leave

Do you have confidence that your loved ones will receive your assets after you are gone? Estate planning helps ensure your intentions will be honored.

Perhaps you’ve heard the words “estate planning” and thought it wasn’t about you because you don’t have what you believe is an estate. In fact, everything you...

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The right financial strategy can help you define whatever kind of retirement you’d like—even if the one you picture isn’t today’s norm. Here are 4 ways younger generations are rethinking the conventional retirement: bit.ly/3XJoy2u

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The right financial strategy can help you define whatever kind of retirement you’d like—even if the one you picture isn’t today’s norm. Here are 4 ways younger generations are rethinking the conventional retirement: bit.ly/3XJoy2u

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5 powerful retirement lessons from current retirees

From setting realistic spending expectations to diversifying your retirement savings accounts, take a look at these valuable lessons from recent retirees that you can apply to your own retirement planning.

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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Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.

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Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.

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

If you want your family's assets to last more than just one generation, it’s important to have plans in place so your money and possessions flow smoothly to the people you’ve chosen. Which of these strategies might be right for you?

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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Meet America’s Best Insurance Companies 2023

At Thrivent, serving our clients is at the heart of everything we do. I’m so proud our organization has been recognized by Forbes as one of America’s Best Insurance Companies in 2023 – it speaks to our unwavering commitment to providing best-in-class solutions and an exceptional experience that helps our clients achieve financial clarity, enabling lives full of meaning and gratitude. See Thrivent featured in this Forbes article below. The material presented includes information provided by a party not related to Thrivent. It has been obtained from sources deemed reliable; but no independent verification has been made, nor is its accuracy or completeness guaranteed. Forbes is not affiliated with or endorsed by Thrivent.

Insurance companies that were well prepared for digital transformation have been rewarded with high marks from their clients.

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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