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Insights

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

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Happy (belated) Administrative Professional Day to these two! I don't know what I would do without them! Please help me thank Emily and Sam for all they do for me and my clients.

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Happy (belated) Administrative Professional Day to these two! I don't know what I would do without them! Please help me thank Emily and Sam for all they do for me and my clients.

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In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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Mark your calendars for a shred event, hosted by the Thrivent Member Network - Iowa/Southern Minnesota Region. We'd love to have you join us! Saturday, May 17, 2025 9:00 a.m. - 12:00 p.m. Thrivent 884 Tanglefoot Ln. Bettendorf, IA Please bring confidential documents you would like to shred as well as a donation of school supplies for children at our local schools. Feel free to share this event with others - all are welcome. No registration necessary. No products will be sold at this event. For additional important information, visit thrivent.com/disclosures.

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Mark your calendars for a shred event, hosted by the Thrivent Member Network - Iowa/Southern Minnesota Region. We'd love to have you join us! Saturday, May 17, 2025 9:00 a.m. - 12:00 p.m. Thrivent 884 Tanglefoot Ln. Bettendorf, IA Please bring confidential documents you would like to shred as well as a donation of school supplies for children at our local schools. Feel free to share this event with others - all are welcome. No registration necessary. No products will be sold at this event. For additional important information, visit thrivent.com/disclosures.

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What are common mistakes people make when investing?​ 1️⃣ Lacking diversification​ 2️⃣ Trying to time the market​ 3️⃣ Investing with your emotions​ 4️⃣ Ignoring fees and taxes​ For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s

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What are common mistakes people make when investing?​ 1️⃣ Lacking diversification​ 2️⃣ Trying to time the market​ 3️⃣ Investing with your emotions​ 4️⃣ Ignoring fees and taxes​ For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s

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Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX

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Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX

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Here are questions to consider when investing:​ ✔️ What are your financial goals?​ ✔️ How much can you afford to invest?​ ✔️ What is your risk tolerance? ✔️ How can you help ensure your portfolio is diversified for long-term growth?​ Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.​ See thrivent.com/social for important disclosures.

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Here are questions to consider when investing:​ ✔️ What are your financial goals?​ ✔️ How much can you afford to invest?​ ✔️ What is your risk tolerance? ✔️ How can you help ensure your portfolio is diversified for long-term growth?​ Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.​ See thrivent.com/social for important disclosures.

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Mark's Thrivent Action Team just got approved! He's putting together a Trivia Night - check out the event and help ExCEL School reach their goal! Today is the last day to register for a table for the big event on May 3, 2025! No products will be sold. See thrivent.com/social for important disclosures.

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Mark's Thrivent Action Team just got approved! He's putting together a Trivia Night - check out the event and help ExCEL School reach their goal! Today is the last day to register for a table for the big event on May 3, 2025! No products will be sold. See thrivent.com/social for important disclosures.

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Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you.​ See thrivent.com/social for important disclosures.

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Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you.​ See thrivent.com/social for important disclosures.

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One of my favorite parts of this business is to see the impact we make together. My 2024 impact numbers show the difference we make when we live generously. And it’s all thanks to you, my clients and friends. Thank you for allowing me to be a part of your generosity! All of this is directly impacting the charities and people that live in OUR community. Remember, directing your Thrivent Choice Dollars or leading a Thrivent Action Team DOES matter! If you need help with either, or want to learn more, reach out to me at 309-341-0073 or email jennifer.dewolfe@thrivent.com. #LiveGenerously #ThriventActionTeams #ThriventChoice

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One of my favorite parts of this business is to see the impact we make together. My 2024 impact numbers show the difference we make when we live generously. And it’s all thanks to you, my clients and friends. Thank you for allowing me to be a part of your generosity! All of this is directly impacting the charities and people that live in OUR community. Remember, directing your Thrivent Choice Dollars or leading a Thrivent Action Team DOES matter! If you need help with either, or want to learn more, reach out to me at 309-341-0073 or email jennifer.dewolfe@thrivent.com. #LiveGenerously #ThriventActionTeams #ThriventChoice

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Annuities explained: Basics, types & FAQs

Depending on the financial goals you want to reach in retirement, you may want to consider adding an income stream to supplement retirement savings. Perhaps you want to travel more, help fund your grandchild’s future college education or spend how you see fit.​ Learn more about annuities and how they may provide additional income for you in retirement. ⬇️​

An annuity is an insurance contract that can guarantee income in retirement. Here's a closer look at how it works and some frequently asked questions.

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.

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