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Insights

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

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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2023 Market Outlook: A challenging 2022 ushers in a changed 2023 environment

As 2023 comes into focus, some major themes and trends of 2022 are persisting, some have reversed, and some new trends are emerging. Read Thrivent's 2023 Market Outlook for an in-depth commentary.

As 2023 comes into focus, some major themes and trends of 2022 are persisting, some have reversed, and some new trends are emerging.

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Have you fully funded your IRA for 2021? The more you contribute – and the earlier you do it – increases your opportunity for compound growth which can help protect against inflation. Contribute as much as you can by April 18, 2022.

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Have you fully funded your IRA for 2021? The more you contribute – and the earlier you do it – increases your opportunity for compound growth which can help protect against inflation. Contribute as much as you can by April 18, 2022.

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Investing Terms and Concepts You Should Know

Is investing on your financial bucket list this year, but you’re not sure where to start? Check out these foundational concepts.

Confused by investing jargon? Read on to learn the basics of investing so you are better equipped to make decisions that are right for you....

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Happy Fourth of July! What are your favorite ways to celebrate?

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Happy Fourth of July! What are your favorite ways to celebrate?

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Your Social Security Questions Answered

Social Security can be overwhelming. That’s why we’re here to help you sort through the details. Check out this article and let’s connect if you’d like to talk more.

If you have questions about Social Security, you aren't alone. Clear up some of the confusion with answers to 9 common Social Security questions....

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Did you know the younger you are the less you pay for life insurance? Buying a life insurance policy can protect your financial future and the financial security of your loved ones. Contact me for an estimate. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.)

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Did you know the younger you are the less you pay for life insurance? Buying a life insurance policy can protect your financial future and the financial security of your loved ones. Contact me for an estimate. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.)

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Living in Service: Celebrating National Volunteer Week

Want to volunteer but feel strapped for time? Find tips to help you align your availability with opportunities to give back. Plus, gain insight from other volunteers on how to focus your time on activities that mean the most to you. #NationalVolunteerWeek

We're celebrating National Volunteer Week from April 19-23. Thrivent employees talk about the benefits volunteering brings and provide tips on how to join in....

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Reviewing your beneficiaries is important, it helps to ensure the people and causes you care about are financially protected. Take a moment to review yours online at Thrivent.com. Just log in, click the number of the contract you want to review and the beneficiary button (you can update too!).

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Reviewing your beneficiaries is important, it helps to ensure the people and causes you care about are financially protected. Take a moment to review yours online at Thrivent.com. Just log in, click the number of the contract you want to review and the beneficiary button (you can update too!).

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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