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Insights

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

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✅ Spending the holiday season creating meaningful memories with your loved ones. ❌ Stressing over your budget because you feel pressured to spend more. It’s easy to get carried away when you are shopping for Christmas and preparing for holiday gatherings. This season, be mindful about the financial choices you make and avoid pushing yourself to overspend when it’s not necessary.

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✅ Spending the holiday season creating meaningful memories with your loved ones. ❌ Stressing over your budget because you feel pressured to spend more. It’s easy to get carried away when you are shopping for Christmas and preparing for holiday gatherings. This season, be mindful about the financial choices you make and avoid pushing yourself to overspend when it’s not necessary.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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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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Nurture your retirement nest egg

Discover 5 steps you can take to plan for income in retirement. 👇

Whether it’s coming soon or still years away, you may find yourself dreaming about retirement. Perhaps you’ll travel, spend time with family, volunteer more.

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Get a college savings plan in place. That way, you can spend less time worrying about how you’ll pay for their college, and more time enjoying moments like these. Have questions? Here to be a resource for you! See thrivent.com/social for important disclosures.

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Get a college savings plan in place. That way, you can spend less time worrying about how you’ll pay for their college, and more time enjoying moments like these. Have questions? Here to be a resource for you! See thrivent.com/social for important disclosures.

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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.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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