Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
  • Events
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Events
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image Read Post
Image

Have you ordered your 2025 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting on life and their everyday blessings. Order yours today: https://bit.ly/4eBsNVe

Image

Have you ordered your 2025 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting on life and their everyday blessings. Order yours today: https://bit.ly/4eBsNVe

Image VIEW MORE +
Image

4th Quarter 2024 Market Outlook: Coming out of the turn

Learn why Thrivent Asset Management leadership considers the risk of a recession unlikely in the 4th Quarter Market Outlook.

While economic data is often volatile as economies turn—and some of the data suggest the economy is still slowing—the balance indicates growth is stabilizing.

Image VIEW MORE +
Image

Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

Image Read Post
Image

Screenshot this and send it to your teen. See thrivent.com/social for important disclosures.

Image

Screenshot this and send it to your teen. See thrivent.com/social for important disclosures.

Image Read Post
Image

Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

Image

Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

Image Read Post
Image

It’s a big number. But starting to save for college early can make it more manageable. And there are college savings plan options available to you. Each offers certain advantages as well as potential tax and financial aid implications. Discover your options here: https://bit.ly/3zeBMwP

Image

It’s a big number. But starting to save for college early can make it more manageable. And there are college savings plan options available to you. Each offers certain advantages as well as potential tax and financial aid implications. Discover your options here: https://bit.ly/3zeBMwP

Image VIEW MORE +
Image

Estate planning guide: Essential documents & checklist

Discover some estate planning essentials in this article. Then let's talk through any questions you have.

What do you want to leave behind when you pass away? You want to know your loved ones are taken care of, and that all you've accumulated throughout your life...

Image Read Post
Image

There are still spots open for our Savvy Social Security workshop on Tuesday, October 8th! Learn how to help determine the ideal time to apply and ways to help you maximize your Social Security benefits while minimizing taxes on those benefits. Register today! 12:00 PM - Alpine Lanes & Avalanche Grill - Lunch Will Be Served Register Here: https://bit.ly/3Xg3y3X 6:30 PM - Soiree - Wine & Charcuterie Will Be Served Register Here: https://bit.ly/3MFfzuG No products will be sold. See thrivent.com/social for important disclosures.

Image

There are still spots open for our Savvy Social Security workshop on Tuesday, October 8th! Learn how to help determine the ideal time to apply and ways to help you maximize your Social Security benefits while minimizing taxes on those benefits. Register today! 12:00 PM - Alpine Lanes & Avalanche Grill - Lunch Will Be Served Register Here: https://bit.ly/3Xg3y3X 6:30 PM - Soiree - Wine & Charcuterie Will Be Served Register Here: https://bit.ly/3MFfzuG No products will be sold. See thrivent.com/social for important disclosures.

Image Read Post
Image

Do you or someone you love have questions about retirement? When does it make the most sense to retire? Should you continue working part-time in retirement? When should you turn on social security? Schedule a complimentary consultation with me today. I would love to hear your story and help you map out a plan for your retirement. Call 262-679-3280 to set up a meeting. See thrivent.com/social for important information.

Image

Do you or someone you love have questions about retirement? When does it make the most sense to retire? Should you continue working part-time in retirement? When should you turn on social security? Schedule a complimentary consultation with me today. I would love to hear your story and help you map out a plan for your retirement. Call 262-679-3280 to set up a meeting. See thrivent.com/social for important information.

Image Read Post
Image

There are still spots open for our Savvy Social Security workshop on Tuesday, October 8th! Learn how to help determine the ideal time to apply and ways to help you maximize your Social Security benefits while minimizing taxes on those benefits. Register today! 12:00 PM - Alpine Lanes & Avalanche Grill - Lunch Will Be Served Register Here: https://bit.ly/3Xg3y3X 6:30 PM - Soiree - Wine & Charcuterie Will Be Served Register Here: https://bit.ly/3MFfzuG No products will be sold. See thrivent.com/social for important disclosures.

Image

There are still spots open for our Savvy Social Security workshop on Tuesday, October 8th! Learn how to help determine the ideal time to apply and ways to help you maximize your Social Security benefits while minimizing taxes on those benefits. Register today! 12:00 PM - Alpine Lanes & Avalanche Grill - Lunch Will Be Served Register Here: https://bit.ly/3Xg3y3X 6:30 PM - Soiree - Wine & Charcuterie Will Be Served Register Here: https://bit.ly/3MFfzuG No products will be sold. See thrivent.com/social for important disclosures.

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

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.