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Insights

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

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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.

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

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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25 After seeing "Inside Out 2" with my family on Friday, I thought this was highly appropriate to share! Anxiety needs Joy 😊 and kindness brings joy! Have a blessed week!

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25 After seeing "Inside Out 2" with my family on Friday, I thought this was highly appropriate to share! Anxiety needs Joy 😊 and kindness brings joy! Have a blessed week!

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When it comes time to talk about financial needs and goals, be the person others turn to for guidance and advice. Discover a career as a Thrivent financial advisor: thriventcareers.com/4aEItF7.

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When it comes time to talk about financial needs and goals, be the person others turn to for guidance and advice. Discover a career as a Thrivent financial advisor: thriventcareers.com/4aEItF7.

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February 2024 Market Update: On the road to recovery

Take a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points: • January’s data highlights that an economic soft landing was achieved • U.S. Federal Reserve may continue to be conservative on raising interest rates this year • There is anticipation of sustained economic growth

2024 is likely to deliver positive total returns in both stocks and bonds broadly. We remain mindful that volatility can spike or remain elevated for extended...

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The financial advisor career is flexible. It’s rewarding. It’s empowering. Discover why it might be the right role for you: https://thriventcareers.com/flexible

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The financial advisor career is flexible. It’s rewarding. It’s empowering. Discover why it might be the right role for you: https://thriventcareers.com/flexible

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THIS FRIDAY, Nov 17th!! Kick off the Christmas season of Love & Hope by providing for God's beloved children! Join the Limestone Financial Group of Thrivent (Kim Burbank, Ryan Mitchell, Rick Madal, & Mike Shackel) for a Thrivent Action Team Volunteer Event benefiting 2 local Pediatric Cancer Non-profits: Love Smiles & The Finley Forever Foundation. We will help Love Smiles prepare for their Annual Holiday Book Drive & The Finley Forever Foundation prepare for their annual Lights & Ladder Brigade. Join us for a night of Christmas giving fun! Come in your ugly Christmas sweaters or your Christmas finest & receive a raffle ticket for a Christmas Surprise! Please bring a friend or family member (the more the merrier) to learn about the amazing blessing of Thrivent Action Teams & these 2 wonderful non-profit organizations! Limestone Financial Group will provide a pizza dinner to all volunteers at 5:30pm before we get to the fun of volunteering. You and your friends do not want to miss this fun evening to start the magical Christmas Season! Please email kimberly.burbank@thrivent.com or text 708-564-3971 to RSVP for this fun volunteer event! No products will be sold.

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THIS FRIDAY, Nov 17th!! Kick off the Christmas season of Love & Hope by providing for God's beloved children! Join the Limestone Financial Group of Thrivent (Kim Burbank, Ryan Mitchell, Rick Madal, & Mike Shackel) for a Thrivent Action Team Volunteer Event benefiting 2 local Pediatric Cancer Non-profits: Love Smiles & The Finley Forever Foundation. We will help Love Smiles prepare for their Annual Holiday Book Drive & The Finley Forever Foundation prepare for their annual Lights & Ladder Brigade. Join us for a night of Christmas giving fun! Come in your ugly Christmas sweaters or your Christmas finest & receive a raffle ticket for a Christmas Surprise! Please bring a friend or family member (the more the merrier) to learn about the amazing blessing of Thrivent Action Teams & these 2 wonderful non-profit organizations! Limestone Financial Group will provide a pizza dinner to all volunteers at 5:30pm before we get to the fun of volunteering. You and your friends do not want to miss this fun evening to start the magical Christmas Season! Please email kimberly.burbank@thrivent.com or text 708-564-3971 to RSVP for this fun volunteer event! No products will be sold.

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Kick off the Christmas season of Love & Hope by providing for God's beloved children! Join your lovable Financial Advisors of the Limestone Financial Group of Thrivent (Kim Burbank, Ryan Mitchell, Rick Madal, and Mike Shackel) for a Thrivent Action Team Volunteer Event benefiting 2 local Pediatric Cancer Non-profits: Love Smiles & The Finley Forever Foundation. We will help Love Smiles prepare for their Annual Holiday Book Drive and help The Finley Forever Foundation prepare for their annual Lights and Ladder Brigade. Join us for a night of Christmas Giving Fun and join your 4 favorite Thrivent Financial Advisors in Ugly Christmas Sweaters! Come in your Christmas finest and receive a raffle ticket for a Christmas Surprise! Please bring at least one friend or family member (the more the merrier) to learn about the amazing blessing of Thrivent Action Teams and these 2 wonderful non-profit organizations! Limestone Financial Group will provide a pizza dinner to all volunteers at 5:30pm before we get to the fun of volunteering. You and your friends do not want to miss this fun-filled evening of giving to start the magical Christmas Season! Please email kimberly.burbank@thrivent.com to RSVP for this fun volunteer event! No products will be sold.

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Kick off the Christmas season of Love & Hope by providing for God's beloved children! Join your lovable Financial Advisors of the Limestone Financial Group of Thrivent (Kim Burbank, Ryan Mitchell, Rick Madal, and Mike Shackel) for a Thrivent Action Team Volunteer Event benefiting 2 local Pediatric Cancer Non-profits: Love Smiles & The Finley Forever Foundation. We will help Love Smiles prepare for their Annual Holiday Book Drive and help The Finley Forever Foundation prepare for their annual Lights and Ladder Brigade. Join us for a night of Christmas Giving Fun and join your 4 favorite Thrivent Financial Advisors in Ugly Christmas Sweaters! Come in your Christmas finest and receive a raffle ticket for a Christmas Surprise! Please bring at least one friend or family member (the more the merrier) to learn about the amazing blessing of Thrivent Action Teams and these 2 wonderful non-profit organizations! Limestone Financial Group will provide a pizza dinner to all volunteers at 5:30pm before we get to the fun of volunteering. You and your friends do not want to miss this fun-filled evening of giving to start the magical Christmas Season! Please email kimberly.burbank@thrivent.com to RSVP for this fun volunteer event! No products will be sold.

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May 2023 Market Update: Big tech earnings growth drives market gains

Stocks held their own the past month, with the tech area leading the way, GDP slipped for the third straight quarter, and Fed rate hikes continued to rattle the banking industry. Get an overview of all key market and economic highlights in this month's Market Update.

Despite ongoing economic headwinds, the stock market remained resilient in April, with a handful of tech giants leading the way. Microsoft, Google, and Meta...

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If you could make progress on one financial decision that you have been feeling stuck on, what would it be? Let's connect and work on yours together.

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If you could make progress on one financial decision that you have been feeling stuck on, what would it be? Let's connect and work on yours together.

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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