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Insights

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

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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Please join Thrivent-Five Pillars Financial Group at the Montco Chamber's Wellness Expo this Saturday November 8th at the Greater Philadelphia Expo Center - (Oaks, PA) Hall D. The event runs from 10:00 AM -6:00 PM. Admission is FREE. Stop by and say hello!

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Please join Thrivent-Five Pillars Financial Group at the Montco Chamber's Wellness Expo this Saturday November 8th at the Greater Philadelphia Expo Center - (Oaks, PA) Hall D. The event runs from 10:00 AM -6:00 PM. Admission is FREE. Stop by and say hello!

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Navigating Decisions for Retirement Success Online Event Tuesday, November 4 at 1 p.m. Tuesday, November 4 at 8:30 p.m. Wednesday, November 5 at 9:30 p.m. Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. This discussion will help you feel more equipped to make smarter choices for the years ahead. Plan ahead to manage the potential need for care as you age. Discover simple tax strategies you can use now to help reduce or avoid future tax surprises. Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are. REGISTER HERE: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

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Navigating Decisions for Retirement Success Online Event Tuesday, November 4 at 1 p.m. Tuesday, November 4 at 8:30 p.m. Wednesday, November 5 at 9:30 p.m. Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. This discussion will help you feel more equipped to make smarter choices for the years ahead. Plan ahead to manage the potential need for care as you age. Discover simple tax strategies you can use now to help reduce or avoid future tax surprises. Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are. REGISTER HERE: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

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Navigating Decisions for Retirement Success Online Event English Tuesday, November 4 at 1 p.m. Tuesday, November 4 at 8:30 p.m. Wednesday, November 5 at 9:30 p.m. Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. This discussion will help you feel more equipped to make smarter choices for the years ahead. Plan ahead to manage the potential need for care as you age. Discover simple tax strategies you can use now to help reduce or avoid future tax surprises. Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are. Register Here: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

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Navigating Decisions for Retirement Success Online Event English Tuesday, November 4 at 1 p.m. Tuesday, November 4 at 8:30 p.m. Wednesday, November 5 at 9:30 p.m. Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. This discussion will help you feel more equipped to make smarter choices for the years ahead. Plan ahead to manage the potential need for care as you age. Discover simple tax strategies you can use now to help reduce or avoid future tax surprises. Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are. Register Here: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

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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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Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more. Watch the conversation: https://bit.ly/3Jemn4t

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Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more. Watch the conversation: https://bit.ly/3Jemn4t

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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Market and Economic Update Online Event English Livestream Tuesday, October 14 at 12:30 p.m. Wondering how to navigate current market conditions? Join us for a livestream of our Market & Economic Update. Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy. You’ll get their up-to-date perspective on the health of the economy, inflation and interest rates, and the current outlook for smaller companies across the U.S. Don’t miss this opportunity to learn what the latest economic trends could mean for you. Register Here: https://thrivent.zoom.us/webinar/register/8217271278934/WN_I-_yus94SAGv8Nxdxh9wXg#/registration No products will be sold. Thrivent.com/disclosures. 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/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 BrokerCheck for more information about our financial advisors. 5688040.2

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Market and Economic Update Online Event English Livestream Tuesday, October 14 at 12:30 p.m. Wondering how to navigate current market conditions? Join us for a livestream of our Market & Economic Update. Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy. You’ll get their up-to-date perspective on the health of the economy, inflation and interest rates, and the current outlook for smaller companies across the U.S. Don’t miss this opportunity to learn what the latest economic trends could mean for you. Register Here: https://thrivent.zoom.us/webinar/register/8217271278934/WN_I-_yus94SAGv8Nxdxh9wXg#/registration No products will be sold. Thrivent.com/disclosures. 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/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 BrokerCheck for more information about our financial advisors. 5688040.2

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The benefits of life insurance: What you need to know

There are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.

Life insurance can be a planful way to show your dedication to the people you care about—offering them protection and potential for a financial benefit.

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21st Century Medicare: Planning to Protect Your Healthcare Rights and Retirement Savings Tuesday, September 16 at 1 p.m. Tuesday, September 16 at 7:30 p.m. Medicare can be great when you do what’s right for you. Join the Thrivent Member Network and Emily Gang, The Medicare Coach, as we explore 21st Century Medicare: Planning to Protect Your Healthcare Rights and Retirement Savings. During this workshop, Emily will cover things that you can do to both help yourself and/or your loved ones to prepare for Medicare. She will also discuss where and when to start the application process along with important tips once on Medicare to save money. Register Here: https://thrivent.zoom.us/webinar/register/1317368006158/WN_q4aTP23XTAep7ryBgg-n8g No products will be sold at this event. Emily Gang is not affiliated with or endorsed by Thrivent. For additional disclosures, see Thrivent.com/social. 6034756.2

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21st Century Medicare: Planning to Protect Your Healthcare Rights and Retirement Savings Tuesday, September 16 at 1 p.m. Tuesday, September 16 at 7:30 p.m. Medicare can be great when you do what’s right for you. Join the Thrivent Member Network and Emily Gang, The Medicare Coach, as we explore 21st Century Medicare: Planning to Protect Your Healthcare Rights and Retirement Savings. During this workshop, Emily will cover things that you can do to both help yourself and/or your loved ones to prepare for Medicare. She will also discuss where and when to start the application process along with important tips once on Medicare to save money. Register Here: https://thrivent.zoom.us/webinar/register/1317368006158/WN_q4aTP23XTAep7ryBgg-n8g No products will be sold at this event. Emily Gang is not affiliated with or endorsed by Thrivent. For additional disclosures, see Thrivent.com/social. 6034756.2

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.

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