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Insights

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

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.​​

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.​​

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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

Let's pursue your financial goals, together. I 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?

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Go where the growth is. 📈 The financial advisor career is projected to grow more than four times the rate of real estate agents. People will always crave the purpose-based, human-to-human financial advice Thrivent financial advisors offer. Learn more about this in-demand career: thriventcareers.com/outlook

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Go where the growth is. 📈 The financial advisor career is projected to grow more than four times the rate of real estate agents. People will always crave the purpose-based, human-to-human financial advice Thrivent financial advisors offer. Learn more about this in-demand career: thriventcareers.com/outlook

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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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Welcome to the Catalyst Wealth Group team, Monica Teixeira! She will be working out of the Fort Myers office. Congratulations, Monica!

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Welcome to the Catalyst Wealth Group team, Monica Teixeira! She will be working out of the Fort Myers office. Congratulations, Monica!

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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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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If your golden years are right around the corner, it’s time to start thinking about how to bring your retirement dreams to life. Whether you’re considering starting fresh in a new location, or downsizing and staying local, buying a retirement home is a big step. It’s wise to take time to reflect on whether buying a new home would be a good next step for you or whether you'd be better off staying where you live now. As you weigh the advantages and disadvantages, remember you don't have to do it alone. Please reach out for help through the decision-making process.

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If your golden years are right around the corner, it’s time to start thinking about how to bring your retirement dreams to life. Whether you’re considering starting fresh in a new location, or downsizing and staying local, buying a retirement home is a big step. It’s wise to take time to reflect on whether buying a new home would be a good next step for you or whether you'd be better off staying where you live now. As you weigh the advantages and disadvantages, remember you don't have to do it alone. Please reach out for help through the decision-making process.

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What is a deferred annuity & how does it work?

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Builds income for retirement 👉 Investment flexibility 👉 Tax savings potential 👉 Extra rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months...

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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