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Insights

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

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How to protect your family financially over the years

Thinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.

Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it...

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2024 Market Outlook: Getting back to business

Read Thrivent's 2024 Market Outlook to learn more about why despite uncertainties, a resilient U.S. economy and easing inflation hint at a positive 2024.

In addition to slowing interest rate hikes and lowering inflation, learn the reasons why and when we expect a soft landing with the economy in 2024.

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The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.

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The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.

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Take a look at the resource below with some helpful questions to consider.

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Take a look at the resource below with some helpful questions to consider.

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Get ready for the new year with a 2024 Thrivent calendar featuring inspiring photos and reflections submitted by Thrivent clients. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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Get ready for the new year with a 2024 Thrivent calendar featuring inspiring photos and reflections submitted by Thrivent clients. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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An act of love: Tips for aging parents

Helping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇

The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...

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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.

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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