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Insights

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

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Plan your finances for the people, causes and community you love | Thrivent

Tim Zauche, ChFCr, BFAe, CKAr, Financial Advisor and Joe Gustafson Financial Advisor invite you to a free educational lunch and learn event! "A Lifetime Gift" with Shelly Halverson What no one wants to discuss could be the BEST PRESENT EVER! We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? "A Lifetime Gift'" is for anyone who wants tools to help you talk to loved ones and prepare. Certified Celebrant Shelly Halverson offers conversation starters and a practical checklist with encouraging instructions. • Learn how planning ahead can bring peace of mind. • Discover the value of sharing information stored in your head. • Get helpful checklists and instructions for last wishes. Wednesday, October 1, 2025 11:30 a.m. Platteville Senior Center 75 N Bonson St Platteville, WI Reserve your place today! Seats are limited! Please call 608-340-3040 or email tim.zauche@thrivent.com; joe.gustafson@thrivent.com. Complimentary Lunch and refreshments will be served. Leave with a complimentary binder for all your important documents. No products will be sold. Educational and informative.

Plan your finances for the people, causes and community you love.

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️

How much life insurance should you have? As life changes, so does the answer to that question.

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Thrivent wins LSEG Lipper Fund Awards United States 2025

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2025 winner for Thrivent Small Cap Stock Fund.

Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2025 Winner for Thrivent Small Cap Stock Fund.

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When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children. However, life insurance can be beneficial...

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Project Rooted August 31 I was blessed to be a part of this amazing evening! There aren’t words big enough for what happened last night. It was community. It was connection. It was the kind of beauty that takes your breath away. Over 380 people came together around one long table. More than 150 volunteers poured their hearts into every detail. Plates were passed from hand to hand, conversations flowed like old friends catching up, and laughter rose into the night air. For a few hours, it felt like the whole city was gathered as one. That’s what The Rooted Table is. Not just an event, but a living heartbeat of Dubuque—a reminder of what’s possible when we slow down, sit together, and share a meal. To our volunteers—you are the soul of this table. To our sponsors—you are the roots that make it grow. Last night only happened because of you. Thank you. 📸With love, Lee, Thank you for capturing the night!

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Project Rooted August 31 I was blessed to be a part of this amazing evening! There aren’t words big enough for what happened last night. It was community. It was connection. It was the kind of beauty that takes your breath away. Over 380 people came together around one long table. More than 150 volunteers poured their hearts into every detail. Plates were passed from hand to hand, conversations flowed like old friends catching up, and laughter rose into the night air. For a few hours, it felt like the whole city was gathered as one. That’s what The Rooted Table is. Not just an event, but a living heartbeat of Dubuque—a reminder of what’s possible when we slow down, sit together, and share a meal. To our volunteers—you are the soul of this table. To our sponsors—you are the roots that make it grow. Last night only happened because of you. Thank you. 📸With love, Lee, Thank you for capturing the night!

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Life insurance checkup

Does your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️

A life insurance checkup helps you make sure your coverage continues to protect the people and promises that are important to you. Evaluate your coverage.

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Thrivent wins LSEG Lipper Fund Awards United States 2025

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2025 winner for Thrivent Small Cap Stock Fund.

Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2025 Winner for Thrivent Small Cap Stock Fund.

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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