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Insights

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

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Benefits of a fixed index annuity | Thrivent

Looking for growth potential based on index performance, but want built-in protection from losses due to negative performance? Consider a fixed indexed annuity, which can provide tax-deferred growth, steady income and protection from market swings. Learn more about how this can supplement your retirement savings. ⬇️

Many look to annuities as a tool to boost retirement income. To that end, a fixed index annuity may help support your needs. Learn more here.

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Celebrating 20 years of Thrivent Asset Allocation Funds

Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.

Marking two decades of strong performance through market cycles, we celebrate the 20-year journey of Thrivent Asset Allocation Funds.

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How the cash value of life insurance works

Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.

Within your permanent life insurance policy, a portion of the premiums you pay accumulates over time. You can tap into this cash value to fund financial goals...

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Make the most out of your empty nest

It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.

Your kids have found independence. Here are six tips to refocus your finances.

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Estate planning for blended families

Have you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict. Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️

As a blended family, you're no stranger to the unique nuances and complexities that come with bringing together children from a previous (and sometimes your...

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We’re just 1 week away from our FREE workshop on Estate Planning & Special Needs Preparedness! If you or a loved one is caring for someone with special needs, this is an important opportunity to learn how to plan for the future with confidence. Don’t miss it! There will be live Q&A with Jennifer DiCarlo, a local attorney who focuses on Special Needs Trusts & Estate Planning. 🍽️ Dinner: 5:30–6:00 PM 📘 Workshop: 6:00–7:00 PM 📍 Free to attend – Registration required 👉 Learn more and register here: https://connect.thrivent.com/jonathan-pickens/events?event=96393 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. No products will be sold. See thrivent.com/social for important disclosures. 27878-11M R9-20

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We’re just 1 week away from our FREE workshop on Estate Planning & Special Needs Preparedness! If you or a loved one is caring for someone with special needs, this is an important opportunity to learn how to plan for the future with confidence. Don’t miss it! There will be live Q&A with Jennifer DiCarlo, a local attorney who focuses on Special Needs Trusts & Estate Planning. 🍽️ Dinner: 5:30–6:00 PM 📘 Workshop: 6:00–7:00 PM 📍 Free to attend – Registration required 👉 Learn more and register here: https://connect.thrivent.com/jonathan-pickens/events?event=96393 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. No products will be sold. See thrivent.com/social for important disclosures. 27878-11M R9-20

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Disability insurance: What it covers, exceptions & alternatives

Your income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times. Together, we can discuss how adding coverage can fit into your current financial plan.

When you rely on your income to support your family, it's difficult to envision life without it. But the unexpected can happen, and planning for a time without...

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What is the best way to save for retirement?

Even if retirement seems far off, it’s important to plan ahead. By understanding the sources of your future retirement income, you can see where you stand and work to fill gaps. Let's connect and review your retirement plan together.

Most people want to know the best way to save for retirement, thinking it's a simple, clear-cut answer. But there's no single way to ensure you have the right...

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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Do you or someone you know care for a loved one with Special Needs? You won’t want to miss this free workshop on Monday, June 30th! We’ll explore how proper estate planning can ensure your loved one continues to receive the care and support they need—just as you intended. You’ll also hear from Jennifer DiCarlo, a local attorney specializing in Special Needs Trusts & Estate Planning, who will be available to answer your questions. 🍽️ Dinner: 5:30–6:00 PM 📘 Workshop: 6:00–7:00 PM 📍 Free to attend – Registration required 👉 Learn more and register here: https://connect.thrivent.com/jonathan-pickens/events?event=96393 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. No products will be sold. See thrivent.com/social for important disclosures. 27878-11M R9-20

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Do you or someone you know care for a loved one with Special Needs? You won’t want to miss this free workshop on Monday, June 30th! We’ll explore how proper estate planning can ensure your loved one continues to receive the care and support they need—just as you intended. You’ll also hear from Jennifer DiCarlo, a local attorney specializing in Special Needs Trusts & Estate Planning, who will be available to answer your questions. 🍽️ Dinner: 5:30–6:00 PM 📘 Workshop: 6:00–7:00 PM 📍 Free to attend – Registration required 👉 Learn more and register here: https://connect.thrivent.com/jonathan-pickens/events?event=96393 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. No products will be sold. See thrivent.com/social for important disclosures. 27878-11M R9-20

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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