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Insights

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

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As far back as May 1973 when Mark Granovetter published an article called "The Strength of Weak Ties" in the American Journal of Sociology, people recognized that their secondary connections could lead to more job opportunities than their closest friends and family. If you are seeking new professional opportunities and see that I am connected to a person or employer that interests you, please reach out to me to make the most of your "weak ties."

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As far back as May 1973 when Mark Granovetter published an article called "The Strength of Weak Ties" in the American Journal of Sociology, people recognized that their secondary connections could lead to more job opportunities than their closest friends and family. If you are seeking new professional opportunities and see that I am connected to a person or employer that interests you, please reach out to me to make the most of your "weak ties."

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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 do required minimum distributions work?

Did you know that for some retirement accounts, you must start withdrawing money by a certain age? Learn more about required minimum distributions (RMDs) today. 👇

After decades of being told to save for retirement in tax-deferred 401(k), 403(b) plans and IRAs—and not to touch that money—it may seem odd being forced to...

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Make time on November 14 or 16 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. 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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Make time on November 14 or 16 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. 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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Some Thrivent members have owned life insurance policies since childhood. Over the years, members can have several different contacts at Thrivent when they move to different states. When I reached out to the spouse of one of those longtime members regarding his account that was funded by her life insurance payout, I realized that I had been the final person to serve his wife before her death and in helping him with the claims process afterwards. I am humbled and grateful to have been the last one.

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Some Thrivent members have owned life insurance policies since childhood. Over the years, members can have several different contacts at Thrivent when they move to different states. When I reached out to the spouse of one of those longtime members regarding his account that was funded by her life insurance payout, I realized that I had been the final person to serve his wife before her death and in helping him with the claims process afterwards. I am humbled and grateful to have been the last one.

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4th Quarter 2023 Market Outlook: Entering the turn

The stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.

The Fed intends to keep interest rates higher for longer, and that stress of higher interest rates is beginning to take its toll on the economy.

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Embrace your golden years with confidence

When planning for retirement, sometimes it’s best to expect the unexpected. It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care. Explore your options and reach out to discuss. 👇

Explore new strategies for your retirement that can help ensure your savings last a lifetime.

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I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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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. 👇 #FinancialValues #ThriventFinancialAdvisors #AligningFinances

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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I have never been so proud to cancel a life insurance policy. A couple had purchased a whole life policy from someone in our team, and part of the funding was coming from a policy at another firm. After purchasing the Thrivent policy, the couple learned the other firm was going to increase premiums on their auto insurance for surrendering the life policy there. Long story short, we were able to cancel their policy with us, leave the existing coverage in tact, and make them whole financially in light of the new information. The outcome, as well as the extra effort of everyone involved, makes me proud to work for Thrivent. It speaks volumes about how we show up in the world even when people don't make a purchase. #TeamThrivent

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I have never been so proud to cancel a life insurance policy. A couple had purchased a whole life policy from someone in our team, and part of the funding was coming from a policy at another firm. After purchasing the Thrivent policy, the couple learned the other firm was going to increase premiums on their auto insurance for surrendering the life policy there. Long story short, we were able to cancel their policy with us, leave the existing coverage in tact, and make them whole financially in light of the new information. The outcome, as well as the extra effort of everyone involved, makes me proud to work for Thrivent. It speaks volumes about how we show up in the world even when people don't make a purchase. #TeamThrivent

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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