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Insights

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

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5 Phases of an IRA | Kalispell

There's still space available! Sign up today for our free August 26th workshop on the 5 Phases of an IRA. Learn how the 5 phases of an IRA relate to stages of your retirement. Dinner and drinks will be served. Register today: https://bit.ly/5Phases-Kalispell-FAPromo No products will be sold. 27764-13M N1-24

Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.

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5 Phases of an IRA | Kalispell

Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of your wealth. Join us to learn more at our workshop, the Five Phases of an IRA, Wednesday, August 26th from 6:00pm-8:30pm at the Waters Edge Winery & Bistro. Sign up today: https://bit.ly/5Phases-Kalispell-FAPromo No products will be sold. 27764-13M N1-24

Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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August 2026 Market Update: Strong economy, higher yields

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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5 Phases of an IRA | Kalispell

Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of your wealth. Join us to learn more at our workshop, the Five Phases of an IRA, Wednesday, August 26th from 6:00pm-8:30pm at the Waters Edge Winery & Bistro. Sign up today: https://bit.ly/5Phases-Kalispell-FAPromo No products will be sold. 27764-13M N1-24

Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.

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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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Steady growth, stubborn inflation: Q3 2026 market outlook

Economic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️

A look at the market environment and investment themes expected to drive Q3 2026.

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Why join a team of financial advisors?​ Real mentorship. Hands-on experience. And a supportive environment where you can build a successful career in financial services. (Plus so much more.)​ Get it all when you join a team of Thrivent financial advisors.​ Explore your next career move here: thriventcareers.com/3T2e00d

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Why join a team of financial advisors?​ Real mentorship. Hands-on experience. And a supportive environment where you can build a successful career in financial services. (Plus so much more.)​ Get it all when you join a team of Thrivent financial advisors.​ Explore your next career move here: thriventcareers.com/3T2e00d

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.

Not all team members may provide all products, programs and services in all states.

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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