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 Read Post
Image

Two of our members used their action teams to support the canned food drive efforts at Missouri State University along with many $5 donations to purchase thousands of dollars in food for the local food pantries! One supported the efforts of his fraternity and the other supported the efforts of her sorority. The ultimate winners: the community of Springfield, MO! Way to go making a difference!

Image

Two of our members used their action teams to support the canned food drive efforts at Missouri State University along with many $5 donations to purchase thousands of dollars in food for the local food pantries! One supported the efforts of his fraternity and the other supported the efforts of her sorority. The ultimate winners: the community of Springfield, MO! Way to go making a difference!

Image VIEW MORE +
Image

Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

A resilient retirement strategy accounts for the everyday and the unexpected—including market and economic uncertainty. Here are some steps you can take to...

Image VIEW MORE +
Image

Office Professional

I'm hiring - part-time 3 days a week (in my office - O'Fallon, IL). Administrative work. Must pass a background/fingerprint check. Apply using link. 15 hours a week. Times and days of week are negotiable but must be during normal office hours 9-5 M-F.

Summary Lisa Vorce, Financial Advisor is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our...

Image VIEW MORE +
Image

Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the...

Image VIEW MORE +
Image

Life insurance & living benefits: Ways to use permanent life insurance

Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

A solid financial plan covers many things, not the least of which is planning for retirement and having life insurance to help protect your family’s security...

Image VIEW MORE +
Image

Risks and habits that can derail your financial plan

Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Help avoid common pitfalls and safeguard your finances for when life doesn't go as expected.

Image VIEW MORE +
Image

Preparing for retirement checklist: Are you retirement ready?

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months...

Image VIEW MORE +
Image

Income Match Assessment | Thrivent

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

Image VIEW MORE +
Image

Taxes and the “Widow's Penalty”

Did you know your taxes could go up even if your income goes down? There are steps you can take to help offset the 'widow’s penalty.' Join [me/us] to learn more at a workshop on Tuesday, May 21st from 6:00 pm - 8:00 pm at Bella Milano, 455 Regency Park, O'Fallon, IL. Sign up today: see link below. No products will be sold.

When one spouse dies the other may have less income but pay more in taxes. With planning, there are strategies to offset this impact.

Image Read Post
Image

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

Image

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

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 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.

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

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.