Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

Image VIEW MORE +
Image

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...

Image VIEW MORE +
Image

Budgeting 101: Definition, purpose & types

Your budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.

Setting a budget can be a powerful tool to help you align everyday money decisions with your values. It can help you spend, save, invest and give without much...

Image VIEW MORE +
Image

Should you get life insurance in your 20s? 5 reasons to consider it

Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​

When you have children or other dependents, the protection offered by life insurance can become a financial necessity. But that doesn't mean you have to put...

Image Read Post
Image

If you’re thinking about using an annuity as a source of retirement income, two important factors to weigh are when you’d like payouts to begin and how long you’d like them to last.​ There are multiple annuity payout options to consider, allowing you to find the right fit for your financial situation. Learn more about the different annuity types and payout options available: https://bit.ly/3DMhbC0

Image

If you’re thinking about using an annuity as a source of retirement income, two important factors to weigh are when you’d like payouts to begin and how long you’d like them to last.​ There are multiple annuity payout options to consider, allowing you to find the right fit for your financial situation. Learn more about the different annuity types and payout options available: https://bit.ly/3DMhbC0

Image VIEW MORE +
Image

A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

Image VIEW MORE +
Image

Thrivent wins LSEG Lipper Fund Awards United States 2025

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2025 winner for Thrivent Small Cap Stock Fund.

Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2025 Winner for Thrivent Small Cap Stock Fund.

Image VIEW MORE +
Image

The importance of estate planning: Protecting your people, property & privacy

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.

When you hear or read the word "estate," perhaps images flash in your mind of diamond jewelry, garden parties and gleaming yachts. So if you don't have any of...

Image VIEW MORE +
Image

What is a deferred annuity & how does it work?

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Income in retirement 👉 Risk-based options 👉 Tax-deferred growth 👉 Optional rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months...

Image Read Post
Image

Considering a new career path? Many of our financial advisors come from backgrounds like teaching, real estate, sales and ministry. What do these careers have in common? Transferable skills and a desire to make a difference.​ Discover how you could have a financially rewarding career at Thrivent: thriventcareers.com/41vTpSQ

Image

Considering a new career path? Many of our financial advisors come from backgrounds like teaching, real estate, sales and ministry. What do these careers have in common? Transferable skills and a desire to make a difference.​ Discover how you could have a financially rewarding career at Thrivent: thriventcareers.com/41vTpSQ

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.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.