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

What you need to know about legacy planning & how to get started

Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓

After years of hard work and dedication, building a legacy you can pass along might be one of your top priorities. With each passing year, you may be thinking...

Image VIEW MORE +
Image

4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

For fourth quarter, Thrivent Asset Management experts are closely watching labor data, inflation and actions by the Fed.

Image VIEW MORE +
Image

Life insurance checkup

Time for a closer look at your plan? Even strong financial plans need upkeep. Discover reasons to explore a proactive check-in and why it’s worth revisiting areas like insurance coverage, savings and tax strategy. ⬇️

A life insurance checkup helps you make sure your coverage continues to protect the people and promises that are important to you. Evaluate your coverage.

Image Read Post
Image

Help build your kids a path to success by teaching them financial literacy early on. You can help empower them with a strong financial foundation that will give them confidence for future money management.

Image

Help build your kids a path to success by teaching them financial literacy early on. You can help empower them with a strong financial foundation that will give them confidence for future money management.

Image Read Post
Image

When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

Image

When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

Image Read Post
Image

What happens to your business if something happens to you? You may already have life insurance to protect your family, but did you know it can also help protect your business? Key person coverage and buy-sell agreements funded by life insurance can safeguard your company, your team and your loved ones if the unexpected happens. Learn more about the types of life insurance available to small business owners: https://bit.ly/3VhasoK

Image

What happens to your business if something happens to you? You may already have life insurance to protect your family, but did you know it can also help protect your business? Key person coverage and buy-sell agreements funded by life insurance can safeguard your company, your team and your loved ones if the unexpected happens. Learn more about the types of life insurance available to small business owners: https://bit.ly/3VhasoK

Image Read Post
Image

Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

Image

Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

Image Read Post
Image

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Image

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Image VIEW MORE +
Image

Life insurance checkup

Does your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️

A life insurance checkup helps you make sure your coverage continues to protect the people and promises that are important to you. Evaluate your coverage.

Image Read Post
Image

Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

Image

Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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.