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Insights

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

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Membership

One of my goals for 2025 is to help my clients take full advantage of Thrivent's generosity programs. Thrivent's membership-based model provides awesome benefits including Action Teams and Choice Dollars. Check out member benefits here: https://www.thrivent.com/about-us/membership If you had $250 seed money to gather a volunteer team for a fundraiser, educational event or service activity, what would you organize? Visit this link and click on Action Teams to learn more!

Thrivent is different from other financial institutions. Members are part owners and can work together with member networks to make an impact in our...

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Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆 The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively. The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO

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Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆 The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively. The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO

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2025 Market Outlook: Stay invested, but expect volatility

Thrivent Asset Management leadership share thoughts on how the economy will perform under a new administration in this 2025 Market Outlook. ⬇️

There are good reasons to believe robust economic growth will continue into 2025.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social

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Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred investment growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A variable annuity is a type of annuity that includes subaccounts invested in the stock market. No matter how its investments perform, a variable annuity can...

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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.

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Ready to simplify your retirement? Get started with 3 questions to help determine if downsizing is right for you: 1. Do I want to simplify my living? 2. Is my retirement income sufficient for my desired lifestyle? 3. Will my current neighborhood continue to meet my needs as I age? Then let’s connect to talk through these questions and more.

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Ready to simplify your retirement? Get started with 3 questions to help determine if downsizing is right for you: 1. Do I want to simplify my living? 2. Is my retirement income sufficient for my desired lifestyle? 3. Will my current neighborhood continue to meet my needs as I age? Then let’s connect to talk through these questions and more.

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

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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