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Insights

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

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There are upsides to having an estate plan in place. Here are reasons why an estate plan could be right for you. Please note there are costs associated with creating and setting up an estate plan. See thrivent.com/social for important disclosures.

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There are upsides to having an estate plan in place. Here are reasons why an estate plan could be right for you. Please note there are costs associated with creating and setting up an estate plan. See thrivent.com/social for important disclosures.

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage.

How much life insurance should you have? As life changes, so does the answer to that question.

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When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/3qTxuqe

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When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/3qTxuqe

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How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

If you’re at or near retirement, you’ve likely given a lot of thought to Social Security: how much you’ll receive, when to start taking it, and the role it...

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Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

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Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

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Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

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Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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Your approach to retirement savings is unique to you. Let's connect to talk more about your needs and preferences for your income strategy.

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Your approach to retirement savings is unique to you. Let's connect to talk more about your needs and preferences for your income strategy.

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Dreaming of the future? Make your bucket list 📝 and I’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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Dreaming of the future? Make your bucket list 📝 and I’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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The Balanced Homebuying Calculator is here to help you find the sweet spot between living, saving and giving. This tool isn’t just about what you can afford—it’s about ensuring you live comfortably while staying true to your financial goals and values. Check out the calculator here: https://bit.ly/3zcHjU7

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The Balanced Homebuying Calculator is here to help you find the sweet spot between living, saving and giving. This tool isn’t just about what you can afford—it’s about ensuring you live comfortably while staying true to your financial goals and values. Check out the calculator here: https://bit.ly/3zcHjU7

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

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