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Insights

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

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Join me for an “Estate Preservation for the Next Generation” Special Viewing on Tuesday, May 13th at 6pm CT. Thrivent - 189 E. Chestnut Street Burlington, WI Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://connect.thrivent.com/shoreline-group/events

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Join me for an “Estate Preservation for the Next Generation” Special Viewing on Tuesday, May 13th at 6pm CT. Thrivent - 189 E. Chestnut Street Burlington, WI Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://connect.thrivent.com/shoreline-group/events

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Join me for an “Estate Preservation for the Next Generation” Special Viewing on Tuesday, May 13th at 6pm CT. Thrivent - 189 E. Chestnut Street Burlington, WI Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://connect.thrivent.com/shoreline-group/events

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Join me for an “Estate Preservation for the Next Generation” Special Viewing on Tuesday, May 13th at 6pm CT. Thrivent - 189 E. Chestnut Street Burlington, WI Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://connect.thrivent.com/shoreline-group/events

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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The differences between real estate, stocks, bonds & mutual funds

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

Today, potential paths for investors range widely—traditional investments like mutual funds sit arm in arm with alternative investments such as non-fungible...

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National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all! Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent! To learn more or submit nominations: https://bit.ly/4jzZuF7

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National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all! Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent! To learn more or submit nominations: https://bit.ly/4jzZuF7

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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity:​ 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation.​ 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime.​ Together, we can discuss how an annuity may fit in your overall financial plan.​ See thrivent.com/social for important disclosures.​

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Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity:​ 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation.​ 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime.​ Together, we can discuss how an annuity may fit in your overall financial plan.​ See thrivent.com/social for important disclosures.​

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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

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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

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Looking for another way to supplement your retirement income? An annuity can provide an income stream to pair with other retirement savings. There are 4 different types:​ 1️⃣ Fixed Annuity​ 2️⃣ Variable Annuity​ 3️⃣ Indexed Annuity​ 4️⃣ Immediate Annuity​ Feeling overwhelmed with the different options? This resource breaks it down with additional information on each type: https://bit.ly/3FrmSpH

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Looking for another way to supplement your retirement income? An annuity can provide an income stream to pair with other retirement savings. There are 4 different types:​ 1️⃣ Fixed Annuity​ 2️⃣ Variable Annuity​ 3️⃣ Indexed Annuity​ 4️⃣ Immediate Annuity​ Feeling overwhelmed with the different options? This resource breaks it down with additional information on each type: https://bit.ly/3FrmSpH

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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