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

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Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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A message from our leadership! Gratitude is one of the most powerful forces we possess. It's not about pretending everything is perfect, but rather about noticing what is good even in the midst of challenges. When we practice gratitude, we train our minds to focus on strength instead of scarcity, and progress instead of problems. As a result, life feels lighter, relationships become deeper, and we find ourselves more resilient, grounded, and present. In our fast-paced world, it's easy to concentrate on what we lack, what's missing, or what we're still striving to achieve. However, gratitude allows us to slow down just enough to realize that we are already surrounded by moments worth appreciating. The more we recognize these moments, the more they grow and enrich our lives. While gratitude may not change the circumstances around us, it certainly changes us, and that is where real change begins.

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A message from our leadership! Gratitude is one of the most powerful forces we possess. It's not about pretending everything is perfect, but rather about noticing what is good even in the midst of challenges. When we practice gratitude, we train our minds to focus on strength instead of scarcity, and progress instead of problems. As a result, life feels lighter, relationships become deeper, and we find ourselves more resilient, grounded, and present. In our fast-paced world, it's easy to concentrate on what we lack, what's missing, or what we're still striving to achieve. However, gratitude allows us to slow down just enough to realize that we are already surrounded by moments worth appreciating. The more we recognize these moments, the more they grow and enrich our lives. While gratitude may not change the circumstances around us, it certainly changes us, and that is where real change begins.

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November is Long Term Care Awareness Month 💙 I’m thankful my parents had protection that provided $100,000 in benefits for my father’s care. Thrivent offers solutions that help families preserve their savings and protect their future. Message me to learn how Thrivent can help you plan ahead. https://book.apps.thrivent.com/client/kimberly.loftin See thrivent.com/social for important disclosures.

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November is Long Term Care Awareness Month 💙 I’m thankful my parents had protection that provided $100,000 in benefits for my father’s care. Thrivent offers solutions that help families preserve their savings and protect their future. Message me to learn how Thrivent can help you plan ahead. https://book.apps.thrivent.com/client/kimberly.loftin See thrivent.com/social for important disclosures.

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The importance of Long Term Care Planning Hard work builds savings. Long‑term care insurance helps protect it. Thrivent’s enhanced policies safeguard families from unexpected costs. Let’s talk about how Thrivent can help protect your legacy. https://book.apps.thrivent.com/client/kimberly.loftin See thrivent.com/social for important disclosures.

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The importance of Long Term Care Planning Hard work builds savings. Long‑term care insurance helps protect it. Thrivent’s enhanced policies safeguard families from unexpected costs. Let’s talk about how Thrivent can help protect your legacy. https://book.apps.thrivent.com/client/kimberly.loftin See thrivent.com/social for important disclosures.

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💙 November is Long-Term Care Awareness Month 👨‍👩‍👧 Planning for extended care is more than a financial decision - it’s an act of love. At Thrivent, we help individuals and families prepare for the unexpected with strategies that align with their values and goals. 📌 Why it matters: Extended care needs can arise suddenly. Having a strategy in place can help reduce emotional and financial stress for your loved ones. 📞 Let’s talk: Want to learn how extended care planning can fit into your overall financial strategy? I’m here to help. Schedule an Appointment with Me: https://book.apps.thrivent.com/client/kimberly.loftin 🔗 thrivent.com/social Insurance products issued by Thrivent. Licensed agent/producer. Not a recommendation for any specific product. Guarantees based on the financial strength and claims-paying ability of the issuing company. Thrivent is the marketing name for Thrivent Financial for Lutherans. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only.

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💙 November is Long-Term Care Awareness Month 👨‍👩‍👧 Planning for extended care is more than a financial decision - it’s an act of love. At Thrivent, we help individuals and families prepare for the unexpected with strategies that align with their values and goals. 📌 Why it matters: Extended care needs can arise suddenly. Having a strategy in place can help reduce emotional and financial stress for your loved ones. 📞 Let’s talk: Want to learn how extended care planning can fit into your overall financial strategy? I’m here to help. Schedule an Appointment with Me: https://book.apps.thrivent.com/client/kimberly.loftin 🔗 thrivent.com/social Insurance products issued by Thrivent. Licensed agent/producer. Not a recommendation for any specific product. Guarantees based on the financial strength and claims-paying ability of the issuing company. Thrivent is the marketing name for Thrivent Financial for Lutherans. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only.

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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The cost of cash: Where to invest when interest rates drop

Whether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.

Learn how to decide where to keep your cash holdings based on the purpose and timing of your money—especially when interest rates begin to fall.

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🚫 Why It’s Not Usually the Best Idea to Leave an Old 401(k) Open 🚫 Switching jobs? It's easy to forget about that old 401(k), but leaving it behind might not be the best move. Here’s why: Fees and Expenses: Old 401(k) plans can come with high fees that eat away at your savings. Without regular oversight, these costs can go unnoticed and unchecked. Limited Investment Options: Sticking with your old plan means you’re limited to the investment choices it offers. Rolling over your 401(k) can provide you with more diverse and potentially better-performing options. Difficult to Manage: Juggling multiple retirement accounts can be confusing and cumbersome. Consolidating your accounts simplifies management and helps you stay on top of your retirement strategy. Lost Benefits: Some plans offer perks or benefits that might not apply once you leave your employer. Ensuring your funds are in an active, up-to-date plan can maximize the benefits available to you. Risk of Neglect: Out of sight, out of mind. It's easy to forget about an old 401(k), and that neglect can lead to missed opportunities for growth or adjustments in your investment strategy. So, what should you do? Rolling over your old 401(k) into a new employer’s plan or an IRA can give you better control, more investment options, and potentially lower fees. Additionally, while not a great option for many people, you can also cash it out. Need help with your 401(k) rollover? Book a meeting with me today and let’s ensure your retirement savings are working hard for you. 📅 Click the link to schedule a meeting: https://bit.ly/4eD8E1T Visit Thrivent.com/social for important disclosures

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🚫 Why It’s Not Usually the Best Idea to Leave an Old 401(k) Open 🚫 Switching jobs? It's easy to forget about that old 401(k), but leaving it behind might not be the best move. Here’s why: Fees and Expenses: Old 401(k) plans can come with high fees that eat away at your savings. Without regular oversight, these costs can go unnoticed and unchecked. Limited Investment Options: Sticking with your old plan means you’re limited to the investment choices it offers. Rolling over your 401(k) can provide you with more diverse and potentially better-performing options. Difficult to Manage: Juggling multiple retirement accounts can be confusing and cumbersome. Consolidating your accounts simplifies management and helps you stay on top of your retirement strategy. Lost Benefits: Some plans offer perks or benefits that might not apply once you leave your employer. Ensuring your funds are in an active, up-to-date plan can maximize the benefits available to you. Risk of Neglect: Out of sight, out of mind. It's easy to forget about an old 401(k), and that neglect can lead to missed opportunities for growth or adjustments in your investment strategy. So, what should you do? Rolling over your old 401(k) into a new employer’s plan or an IRA can give you better control, more investment options, and potentially lower fees. Additionally, while not a great option for many people, you can also cash it out. Need help with your 401(k) rollover? Book a meeting with me today and let’s ensure your retirement savings are working hard for you. 📅 Click the link to schedule a meeting: https://bit.ly/4eD8E1T Visit Thrivent.com/social for important disclosures

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Last Friday, Kim Loftin, James Hoke and Jenn Mann of Thrivent proudly sponsored the Play for P.I.N.K. golf tournament — a powerful day of community, compassion, and commitment to breast cancer research. Thanks to everyone who came out to support the cause. Together, we helped raise money for Play for P.I.N.K. who supports volunteers organizing sporting and lifestyle events to benefit the Breast Cancer Research Foundation Everyone looks pretty in P.I.N.K.! Your generosity and spirit made a lasting impact. #PlayForPINK #ThriventCares #BreastCancerAwareness #DriveForACure #Thrivent Action Team #neusecountryclub

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Last Friday, Kim Loftin, James Hoke and Jenn Mann of Thrivent proudly sponsored the Play for P.I.N.K. golf tournament — a powerful day of community, compassion, and commitment to breast cancer research. Thanks to everyone who came out to support the cause. Together, we helped raise money for Play for P.I.N.K. who supports volunteers organizing sporting and lifestyle events to benefit the Breast Cancer Research Foundation Everyone looks pretty in P.I.N.K.! Your generosity and spirit made a lasting impact. #PlayForPINK #ThriventCares #BreastCancerAwareness #DriveForACure #Thrivent Action Team #neusecountryclub

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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...

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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