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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 retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​ Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

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As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​ Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

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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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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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There's still space available on our free “Estate Preservation for the Next Generation” webinar on Tuesday, October 28th at 1pm and 7pm ET. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/NortheastOct

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There's still space available on our free “Estate Preservation for the Next Generation” webinar on Tuesday, October 28th at 1pm and 7pm ET. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/NortheastOct

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Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you. See thrivent.com/social for important disclosures.

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Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you. See thrivent.com/social for important disclosures.

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Planning for the unexpected isn't easy, but it's essential. Disability income insurance offers protection against income loss due to unforeseen health issues, helping ensure your family's needs are met. Discover more on how disability income insurance works >> https://bit.ly/4cV6v1g

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Planning for the unexpected isn't easy, but it's essential. Disability income insurance offers protection against income loss due to unforeseen health issues, helping ensure your family's needs are met. Discover more on how disability income insurance works >> https://bit.ly/4cV6v1g

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Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

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Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

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Taking Social Security early? Reasons to consider (with pros & cons)

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

You can claim your Social Security retirement benefits as early as age 62. If you have limited retirement savings or more immediate income needs, delaying...

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​ 1️⃣ What are you investing for?​ 2️⃣ What is your time horizon?​ 3️⃣ What is your risk tolerance?​ If you’re looking for a professional to help you with your investing strategy, let’s talk.​ See thrivent.com/social for important disclosures.​

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It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​ 1️⃣ What are you investing for?​ 2️⃣ What is your time horizon?​ 3️⃣ What is your risk tolerance?​ If you’re looking for a professional to help you with your investing strategy, let’s talk.​ 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.

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