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Insights

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

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You’ve Built a Life You’re Proud Of—Now What? Let’s talk legacy—not just what you’re leaving behind, but the why behind it. Join us for dinner and Purposeful Legacy, an evening with author and leadership coach John Busacker, as he helps you reflect on your journey and how to share your story with the people who matter most. Thursday, October 23 | 5:30 PM Oak Marsh Golf Course, Oakdale, MN Register now - Spots are filling fast! https://purposefullegacyoakmarsh.eventbrite.com/ No products will be sold

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You’ve Built a Life You’re Proud Of—Now What? Let’s talk legacy—not just what you’re leaving behind, but the why behind it. Join us for dinner and Purposeful Legacy, an evening with author and leadership coach John Busacker, as he helps you reflect on your journey and how to share your story with the people who matter most. Thursday, October 23 | 5:30 PM Oak Marsh Golf Course, Oakdale, MN Register now - Spots are filling fast! https://purposefullegacyoakmarsh.eventbrite.com/ No products will be sold

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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What Will Your Legacy Say About You? After years of building a life of meaning, it's time to reflect—and share. Join us for dinner and Purposeful Legacy with author John Busacker, as we explore how to communicate your story with clarity, wisdom, and heart. Thursday, October 23 | 5:30 PM Oak Marsh Golf Course, Oakdale, MN Register now - Seats are limited—don’t miss this powerful evening! https://purposefullegacyoakmarsh.eventbrite.com/ No products will be sold

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What Will Your Legacy Say About You? After years of building a life of meaning, it's time to reflect—and share. Join us for dinner and Purposeful Legacy with author John Busacker, as we explore how to communicate your story with clarity, wisdom, and heart. Thursday, October 23 | 5:30 PM Oak Marsh Golf Course, Oakdale, MN Register now - Seats are limited—don’t miss this powerful evening! https://purposefullegacyoakmarsh.eventbrite.com/ No products will be sold

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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

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How to offset inflation's impact on your retirement savings

Inflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its...

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Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

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Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

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Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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The 3 advantages of life insurance for children

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind...

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We’re so proud of our teammate, Dena! She is speaking at an upcoming event to help shine a light on such an important topic—recognizing and protecting clients who may be vulnerable. Dena’s passion for caring for others and making sure every person feels safe and supported truly reflects the heart of our team. Please join us in cheering her on as she shares her knowledge and compassion to help make a difference in our community!

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We’re so proud of our teammate, Dena! She is speaking at an upcoming event to help shine a light on such an important topic—recognizing and protecting clients who may be vulnerable. Dena’s passion for caring for others and making sure every person feels safe and supported truly reflects the heart of our team. Please join us in cheering her on as she shares her knowledge and compassion to help make a difference in our community!

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Look who has a birthday this month! Please JOIN US in wishing JAMES and SUE a very HAPPY BIRTHDAY! We hope they have a wonderful day and spend it surrounded by love and happiness.

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Look who has a birthday this month! Please JOIN US in wishing JAMES and SUE a very HAPPY BIRTHDAY! We hope they have a wonderful day and spend it surrounded by love and happiness.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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