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Insights

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

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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.

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Balancing today’s priorities with tomorrow’s goals

Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️

Work. Family. Financial commitments. These tips can help you juggle all three as you manage expenses and save for the future in your 30s, 40s, 50s and 60s.

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I enjoy volunteering and being active in the communities I care about. One of the many ways I do that is by being one of the coaches for my kids' soccer and volleyball teams through my local YMCA

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I enjoy volunteering and being active in the communities I care about. One of the many ways I do that is by being one of the coaches for my kids' soccer and volleyball teams through my local YMCA

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

With open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.

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

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Thank you to everyone that liked and shared my Facebook page to help raise money for My GEAR Outreach. The original post was for $1 for every like, which came to a total of $181. As a financial advisor, it is my goal to deliver more value than expected, so I agreed to add $.50 for everyone that followed my page too, which added another $103. In addition, Thrivent will likely be matching my donation dollar for dollar, which now brings the total to $568 raised to help support My GEAR Outreach!

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Thank you to everyone that liked and shared my Facebook page to help raise money for My GEAR Outreach. The original post was for $1 for every like, which came to a total of $181. As a financial advisor, it is my goal to deliver more value than expected, so I agreed to add $.50 for everyone that followed my page too, which added another $103. In addition, Thrivent will likely be matching my donation dollar for dollar, which now brings the total to $568 raised to help support My GEAR Outreach!

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It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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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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Why does this matter? Not having a will or estate plan in place could mean: — your wishes aren’t honored — loved ones are left with a high tax bill — money is wasted on lawyer fees and court costs Let’s get your estate plan in place today so there’s a seamless tomorrow. See thrivent.com/social for important disclosures.

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Why does this matter? Not having a will or estate plan in place could mean: — your wishes aren’t honored — loved ones are left with a high tax bill — money is wasted on lawyer fees and court costs Let’s get your estate plan in place today so there’s a seamless tomorrow. See thrivent.com/social for important disclosures.

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Did you know? Thrivent is the largest corporate donor to Habitat for Humanity. Since 2005, Thrivent has partnered with Habitat for Humanity to build safe, affordable homes in partnership with those living in poor housing conditions both in the United States and around the world through the Habitat for Humanity and Thrivent partnership. The partnership blends the financial, volunteer and advocacy resources of Thrivent and its clients with the hands-on, global experience of Habitat. Thrivent and its clients have contributed more than $276 million to help build, rehab or repair homes in the U.S. and across the globe. Additionally, Thrivent and other volunteers have given more than 6.3 million volunteer hours to support Habitat's vision of a world where everyone has a decent place to live. Throughout the years, Thrivent has mobilized volunteer teams in response to disasters and crises, notably for the Habitat Hammers Back long-term rebuilding efforts in Florida and Texas following hurricanes Harvey and Irma. Disclosure: Habitat for Humanity is not affiliated with or endorsed by Thrivent.

Did you know? Thrivent is the largest corporate donor to Habitat for Humanity. Since 2005, Thrivent has partnered with Habitat for Humanity to build safe, affordable homes in partnership with those living in poor housing conditions both in the United States and around the world through the Habitat for Humanity and Thrivent partnership. The partnership blends the financial, volunteer and advocacy resources of Thrivent and its clients with the hands-on, global experience of Habitat. Thrivent and its clients have contributed more than $276 million to help build, rehab or repair homes in the U.S. and across the globe. Additionally, Thrivent and other volunteers have given more than 6.3 million volunteer hours to support Habitat's vision of a world where everyone has a decent place to live. Throughout the years, Thrivent has mobilized volunteer teams in response to disasters and crises, notably for the Habitat Hammers Back long-term rebuilding efforts in Florida and Texas following hurricanes Harvey and Irma. Disclosure: Habitat for Humanity is not affiliated with or endorsed by Thrivent.

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Preparing for retirement checklist: Are you retirement ready?

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months...

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.

Designations

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

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