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Insights

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

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Please join me for a workshop presented by Christal Hillstead where she will discuss 7 Common Estate Planning Myths. Christal is a local attorney who specializes in creating customized estate plans which reflect your unique family, your priorities and your choices. This workshop is available: - Thursday Feb 9 at 3:00 pm - Thursday Feb 9 at 6:00 pm Please RSVP by emailing Matthew.Weber@Thrivent.com or call 253-445-2423.

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Please join me for a workshop presented by Christal Hillstead where she will discuss 7 Common Estate Planning Myths. Christal is a local attorney who specializes in creating customized estate plans which reflect your unique family, your priorities and your choices. This workshop is available: - Thursday Feb 9 at 3:00 pm - Thursday Feb 9 at 6:00 pm Please RSVP by emailing Matthew.Weber@Thrivent.com or call 253-445-2423.

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Looking for a new career path where your skills as an educator can shine? Consider joining Thrivent as a financial advisor. We’re looking for purpose-driven people who love guiding others toward their goals. Register for our June 30 webinar to explore this rewarding career path. We’ll focus specifically on how you can transfer your skills and experience while continuing to make a difference in the lives of others. Sign up today: thriventcareers.com/june30-webinar (No products will be sold.)

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Looking for a new career path where your skills as an educator can shine? Consider joining Thrivent as a financial advisor. We’re looking for purpose-driven people who love guiding others toward their goals. Register for our June 30 webinar to explore this rewarding career path. We’ll focus specifically on how you can transfer your skills and experience while continuing to make a difference in the lives of others. Sign up today: thriventcareers.com/june30-webinar (No products will be sold.)

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Working tax efficiency into your financial strategy

Did you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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Join us for an on-demand presentation for an update on the markets and economy. Hear from Thrivent Chief Investment Officer David Royal and Thrivent Chief Investment Strategist Steve Lowe. No products will be sold. https://video.thrivent.com/view/1KjARZTPZS2GUojZWZRQS2

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Join us for an on-demand presentation for an update on the markets and economy. Hear from Thrivent Chief Investment Officer David Royal and Thrivent Chief Investment Strategist Steve Lowe. No products will be sold. https://video.thrivent.com/view/1KjARZTPZS2GUojZWZRQS2

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Pros and Cons: Roth IRA Conversions

Wondering if you should convert your traditional IRA to a Roth IRA and how it may impact your retirement savings? See if a conversion could be right for you.

What is a Roth IRA conversion and why should you consider it? Read on for reasons to consider a conversion, and a few reasons that may hold you back....

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Market and economic impacts of Russian invasion of Ukraine

Thrivent’s Chief Investment Strategist recently shared thoughts on how the Russian invasion of Ukraine may affect markets and the economy. You can read more in the link below. If you’re considering making changes to your investments, let’s find time to discuss in light of this development. For additional disclosures, visit thrivent.com/social

News of the Russian invasion of Ukraine is understandably impacting global markets. We expect continued volatility in the near term, but as you’ll read below...

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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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