Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

Lifestyle inflation: What it is & how to avoid it

“Lifestyle creep” can derail your money management goals. But with careful planning, you can take control of your budget. #budgeting #lifestylecreep #wealthmanagement #savings #financialplanning

Knowing how to create and stick to a budget is a beneficial skill for everyone. But over time, many people—of all ages and incomes—fall victim to lifestyle...

Image VIEW MORE +
Image

How Do Couples Split Their Finances and Financial Plans?

A couple’s financial arrangement can influence everything from daily expenses to long-term savings goals. Whether you keep things 50/50 or blend your budgets, it’s important to find what works for both of you. #financialplanning

The right approach for you will depend on income, preferences, goals and the level of trust in the relationship.

Image Read Post
Image

Your estate plan ensures your assets go where you want. Let’s make sure your wishes are documented. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #estateplanning #CDFA #thrivent See thrivent.com/social for important disclosures

Image

Your estate plan ensures your assets go where you want. Let’s make sure your wishes are documented. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #estateplanning #CDFA #thrivent See thrivent.com/social for important disclosures

Image Read Post
Image

❤️ Financial planning can feel overwhelming, but I’m here to help. Let’s navigate this journey together. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent See thrivent.com/social for important disclosures

Image

❤️ Financial planning can feel overwhelming, but I’m here to help. Let’s navigate this journey together. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent See thrivent.com/social for important disclosures

Image VIEW MORE +
Image

Taxes in retirement: A comprehensive guide

Nearing retirement age? Our taxes in retirement guide will give you tax-efficient strategies and help you understand how to manage your savings. #taxplanning #thrivent

Nearing retirement age? Our taxes in retirement guide will give you tax-efficient strategies and help you understand how to manage your savings.

Image VIEW MORE +
Image

Want to Retire in Another Country? Here's What to Know About Retirement Visas

Are you considering retiring outside of the U.S.? Here’s all you need to know about retirement visa requirements. #retirementplanning #travel #financialplanning

If you want to retire abroad, you'll need a retirement visa, which is a special type of visa that will allow you to stay in your chosen country for an extended...

Image Read Post
Image

A well-managed 401(k) can help you build long-term wealth. If you want to review your 401(k) and other investments, contact me: https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent See thrivent.com/social for important disclosures

Image

A well-managed 401(k) can help you build long-term wealth. If you want to review your 401(k) and other investments, contact me: https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent See thrivent.com/social for important disclosures

Image VIEW MORE +
Image

Survey: Women’s Finances More Precarious Than Men’s - NerdWallet

If you’re feeling financially behind this year, you can still take steps to strengthen your finances and make meaningful progress toward long-term money goals. #financialplanning #wealthmanagement

A NerdWallet survey shows that women are less likely than men to have gotten a raise in the last year and some are dependent on their partner financially. Here...

Image VIEW MORE +
Image

Jay Leno Shares the ‘Challenges’ and Joys of Caregiving

Caring for your spouse is a labor of love, but it can also be overwhelming. Read these essential caregiver tips on maintaining emotional balance, accessing resources, and safeguarding both your health and theirs. #caregiving #financialplanning

Experts provide their insights and strategies for navigating this emotional...

Image Read Post
Image

The Tax Cuts and Jobs Act may expire in 2025. Now is the time to prepare. Let’s talk about tax efficiency. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #TCJA #thrivent See thrivent.com/social for important disclosures

Image

The Tax Cuts and Jobs Act may expire in 2025. Now is the time to prepare. Let’s talk about tax efficiency. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #TCJA #thrivent See thrivent.com/social for important disclosures

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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.