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Insights

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

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Maximizing Social Security for married couples: How it works & spousal strategies to consider

Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️

For married couples, a smart Social Security strategy considers both spouses' projected benefits and life expectancies. Creating a claiming plan together can...

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What is the best way to save for retirement?

Even if retirement seems far off, it’s important to plan ahead. By understanding the sources of your future retirement income, you can see where you stand and work to fill gaps. Let's connect and review your retirement plan together.

Most people want to know the best way to save for retirement, thinking it's a simple, clear-cut answer. But there's no single way to ensure you have the right...

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​ 1️⃣ What are you investing for?​ 2️⃣ What is your time horizon?​ 3️⃣ What is your risk tolerance?​ If you’re looking for a professional to help you with your investing strategy, let’s talk.​ See thrivent.com/social for important disclosures.​

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It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​ 1️⃣ What are you investing for?​ 2️⃣ What is your time horizon?​ 3️⃣ What is your risk tolerance?​ If you’re looking for a professional to help you with your investing strategy, let’s talk.​ See thrivent.com/social for important disclosures.​

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Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr Here to connect you or your loved ones to resources that can help.

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Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr Here to connect you or your loved ones to resources that can help.

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Did you know it’s possible to have more than one life insurance policy? Significant life events, like an increase in income or getting married, may be a reason to consider additional coverage for you and your loved ones. Find more information on supplemental life insurance and how you can create a ladder of multiple life insurance policies here >> https://bit.ly/4ioAws3

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Did you know it’s possible to have more than one life insurance policy? Significant life events, like an increase in income or getting married, may be a reason to consider additional coverage for you and your loved ones. Find more information on supplemental life insurance and how you can create a ladder of multiple life insurance policies here >> https://bit.ly/4ioAws3

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How the cash value of life insurance works

Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.

Within your permanent life insurance policy, a portion of the premiums you pay accumulates over time. You can tap into this cash value to fund financial goals...

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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How a term-to-permanent life insurance contract conversion works

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.​

Considering extending your life insurance coverage? Converting your term policy to a permanent one can offer lifelong protection and potential cash value...

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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