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Insights

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

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Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.

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Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.

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📸 Snap, Craft & Give! Get ready for holiday fun—Santa is visiting our office! Take photos, enjoy snacks, and let your kids take home a Christmas craft. Help us fill the Holiday Giving Store with new toys for children in need. 🎅 RSVP for your family’s spot: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator Let’s make memories and spread kindness together! #SantaPhotoOp #HolidayCrafts #ToyDrive

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📸 Snap, Craft & Give! Get ready for holiday fun—Santa is visiting our office! Take photos, enjoy snacks, and let your kids take home a Christmas craft. Help us fill the Holiday Giving Store with new toys for children in need. 🎅 RSVP for your family’s spot: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator Let’s make memories and spread kindness together! #SantaPhotoOp #HolidayCrafts #ToyDrive

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Our offices will be closed on 11/27 and 11/28 for Thanksgiving. We hope you can take this time to be with family and friends. 1 Chronicles 16:34. "Give thanks to the LORD, for he is good; his love endures forever."

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Our offices will be closed on 11/27 and 11/28 for Thanksgiving. We hope you can take this time to be with family and friends. 1 Chronicles 16:34. "Give thanks to the LORD, for he is good; his love endures forever."

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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🎁 We’re bringing back our festive Santa event by popular demand! 🎅 Bring your family for crafts, treats, and a magical visit with Santa. Don’t forget to bring a toy donation for the Holiday Giving Store—let’s make this season extra special for local kids! 📅 Saturday, Dec 13 | 9AM–12PM 🎟️ RSVP required: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator #KalamazooEvents #SantaVisit #GiveBack

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🎁 We’re bringing back our festive Santa event by popular demand! 🎅 Bring your family for crafts, treats, and a magical visit with Santa. Don’t forget to bring a toy donation for the Holiday Giving Store—let’s make this season extra special for local kids! 📅 Saturday, Dec 13 | 9AM–12PM 🎟️ RSVP required: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator #KalamazooEvents #SantaVisit #GiveBack

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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

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If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals. Get in touch to discuss which strategy may be right for you. See thrivent.com/social for important disclosures.

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If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals. Get in touch to discuss which strategy may be right for you. See thrivent.com/social for important disclosures.

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Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

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Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

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🎅 Santa’s Back—Don’t Miss Out! Santa Claus is coming to Kalamazoo! 🎄✨ Join us for a morning of holiday cheer, crafts, snacks, and photos with Santa himself. Spots are limited—RSVP now and help us spread joy by bringing a new, unwrapped toy for Family & Children Services’ Holiday Giving Store! 👉 Register here: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator #SantaInKalamazoo #HolidayGiving #SpreadJoy

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🎅 Santa’s Back—Don’t Miss Out! Santa Claus is coming to Kalamazoo! 🎄✨ Join us for a morning of holiday cheer, crafts, snacks, and photos with Santa himself. Spots are limited—RSVP now and help us spread joy by bringing a new, unwrapped toy for Family & Children Services’ Holiday Giving Store! 👉 Register here: https://www.eventbrite.com/e/santas-donation-drive-charitable-event-tickets-1828875478789?aff=oddtdtcreator #SantaInKalamazoo #HolidayGiving #SpreadJoy

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Grab your spot by sending us your RSVP! 5 Keys to Retiring Fearlessly Workshop Date: Oct 9th Time: 6:00 PM EST Location: Latitude 42 Brewing Company-Oshtemo RSVP by calling us or email lakeeffectfinancialconsultants@thrivent.com Come learn how to retire fearlessly and how taxes can affect your retirement. No products will be sold.

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Grab your spot by sending us your RSVP! 5 Keys to Retiring Fearlessly Workshop Date: Oct 9th Time: 6:00 PM EST Location: Latitude 42 Brewing Company-Oshtemo RSVP by calling us or email lakeeffectfinancialconsultants@thrivent.com Come learn how to retire fearlessly and how taxes can affect your retirement. No products will be sold.

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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.

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Not all team members may office at the locations listed.

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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