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Insights

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

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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ACTION TEAM: This was a fun way to use one of my Thrivent Action Teams… making silent auction baskets for New City Classical Academy’s fundraising gala! There’s a tailgating basket complete with a cooler, portable propane grill + propane, football, grilling utensils, tailgating snacks and serving supplies. There’s also a s’mores/campfire basket with a fire pit, extendable marshmallow skewers, s’mores fixings, lighters, and a cute s’mores box that I made with my cricut!! See thrivent.com/social for important disclosures.

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ACTION TEAM: This was a fun way to use one of my Thrivent Action Teams… making silent auction baskets for New City Classical Academy’s fundraising gala! There’s a tailgating basket complete with a cooler, portable propane grill + propane, football, grilling utensils, tailgating snacks and serving supplies. There’s also a s’mores/campfire basket with a fire pit, extendable marshmallow skewers, s’mores fixings, lighters, and a cute s’mores box that I made with my cricut!! See thrivent.com/social for important disclosures.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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Financial Tip #10 - Make sure to have adequate emergency savings! Surprise bills can come up: auto, home, medical, etc. It's important to be prepared. You can also optimize your savings by utilizing a high interest savings account or money market account. In today's world, it's very possible to find accounts paying over 5% interest! See thrivent.com/social for important information.

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Financial Tip #10 - Make sure to have adequate emergency savings! Surprise bills can come up: auto, home, medical, etc. It's important to be prepared. You can also optimize your savings by utilizing a high interest savings account or money market account. In today's world, it's very possible to find accounts paying over 5% interest! See thrivent.com/social for important information.

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Have a fun and memorable 4th of July celebration!

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Have a fun and memorable 4th of July celebration!

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Financial Tip #9 - Credit Cards can be a great tool, if used wisely. What's your favorite credit card perk? See thrivent.com/social for important information.

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Financial Tip #9 - Credit Cards can be a great tool, if used wisely. What's your favorite credit card perk? See thrivent.com/social for important information.

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Do you have old tax documents or confidential statements that need to be shredded? Join us on Saturday for a free Shred Event at our Bettendorf office! We're also collecting nonperishable food items for the River Bend Food Bank. For every 5 lbs. of food or $10 donated at our location from 9am-12pm on 6/29, our Thrivent Member Network will donate an additional $5, up to a maximum of $750. No products will be sold at this event. See thrivent.com/social for important information.

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Do you have old tax documents or confidential statements that need to be shredded? Join us on Saturday for a free Shred Event at our Bettendorf office! We're also collecting nonperishable food items for the River Bend Food Bank. For every 5 lbs. of food or $10 donated at our location from 9am-12pm on 6/29, our Thrivent Member Network will donate an additional $5, up to a maximum of $750. No products will be sold at this event. See thrivent.com/social for important information.

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Financial Tip #8 - The deadline to apply is one week away on July 1st! Here's more information for Scott County, IA: https://www.scottcountyiowa.gov/assessor/credits-exemptions/homestead See thrivent.com/social for important information.

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Financial Tip #8 - The deadline to apply is one week away on July 1st! Here's more information for Scott County, IA: https://www.scottcountyiowa.gov/assessor/credits-exemptions/homestead See thrivent.com/social for important information.

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Financial Tip #7 - One of the most tax-efficient ways to save for education expenses for your children is through a 529 plan. It grows tax-free when used for qualified education expenses (including traditional colleges/universities, trade school, cosmetology school, etc.). If your child opts not to pursue higher education, the dollars can be rolled over into a Roth IRA. Plus, in some states, contributions into the 529 plan may be used as an income tax deduction. In Iowa, parents can each deduct up to $4,028 in 2024 for contributions into each child's Iowa 529 plan. See thrivent.com/social for important information.

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Financial Tip #7 - One of the most tax-efficient ways to save for education expenses for your children is through a 529 plan. It grows tax-free when used for qualified education expenses (including traditional colleges/universities, trade school, cosmetology school, etc.). If your child opts not to pursue higher education, the dollars can be rolled over into a Roth IRA. Plus, in some states, contributions into the 529 plan may be used as an income tax deduction. In Iowa, parents can each deduct up to $4,028 in 2024 for contributions into each child's Iowa 529 plan. See thrivent.com/social for important information.

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Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

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Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

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Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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