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Insights

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

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Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. 🎄

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Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. 🎄

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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Preparing for the future means having a strategy that can help your family make decisions about your care needs down the road. Learn more about extended care planning: https://bit.ly/4hqEDUu

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Preparing for the future means having a strategy that can help your family make decisions about your care needs down the road. Learn more about extended care planning: https://bit.ly/4hqEDUu

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

If you’re at or near retirement, you’ve likely given a lot of thought to Social Security: how much you’ll receive, when to start taking it, and the role it...

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Preparing for the what-ifs in life

Wondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.

Thrivent clients work to get their financial—and personal—house in order.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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Navigating open enrollment: 5 ways to make the best choices for your family

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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