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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 talk to your parents about estate planning with compassion

The hard conversations are often the ones most worth having. Get helpful guidance here 🔽

Family estate planning is planning for life. It's about how you can help protect your parents as they age, help them maintain their quality of life now and...

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.

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Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.

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Are you starting to think about ways to financially prepare for your child’s college education expenses? Take a look at this overview of different college savings plan options that break down the advantages and potential tax and financial aid implications: https://bit.ly/3wp7VfX

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Are you starting to think about ways to financially prepare for your child’s college education expenses? Take a look at this overview of different college savings plan options that break down the advantages and potential tax and financial aid implications: https://bit.ly/3wp7VfX

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Working tax efficiency into your financial strategy

Did you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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Have you fully funded your IRA for 2021? The more you contribute – and the earlier you do it – increases your opportunity for compound growth which can help protect against inflation. Contribute as much as you can by April 18, 2022.

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Have you fully funded your IRA for 2021? The more you contribute – and the earlier you do it – increases your opportunity for compound growth which can help protect against inflation. Contribute as much as you can by April 18, 2022.

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Understanding income tax strategies

Have you considered how—and when—your savings will be taxed? Take a look at these income tax diversification options you could benefit from in the long-run.

Tax diversification tips can help you position your assets more efficiently....

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Market and economic impacts of Russian invasion of Ukraine

Thrivent’s Chief Investment Strategist recently shared thoughts on how the Russian invasion of Ukraine may affect markets and the economy. You can read more in the link below. If you’re considering making changes to your investments, let’s find time to discuss in light of this development. For additional disclosures, visit thrivent.com/social

News of the Russian invasion of Ukraine is understandably impacting global markets. We expect continued volatility in the near term, but as you’ll read below...

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What factors guide the money decisions in your life? There is no one-size-fits-all strategy and that’s why we take the time to learn about what’s in your heart and mind. Let’s make sure your financial strategy reflects what’s important to you—today and in the future. Let’s connect to review your plan.

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What factors guide the money decisions in your life? There is no one-size-fits-all strategy and that’s why we take the time to learn about what’s in your heart and mind. Let’s make sure your financial strategy reflects what’s important to you—today and in the future. Let’s connect to review your plan.

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How much are you missing out on every day you don’t invest?

There is potential value in a head start, especially when it comes to investing. Learn more about the benefits of taking that first step.

By starting your investment plan now, you may be able to achieve the long-term results you’re seeking with just a fraction of the dollars you’d need to invest.

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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