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Insights

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

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Learn how to retire fearlessly!! 5 Keys to Retiring Fearlessly Workshop Date: Thursday, Oct 9th Time: 6:00 PM EST Location: Latitude 42-Oshtemo Dinner will be served during the presentation. RSVP by calling us or emailing: lakeeffectfinancialconsultants@thrivent.com As you approach retirement, you may be ready to figure out what steps to take next. At 5 Keys to Retiring Fearlessly gain insights that can give you confidence that you are saving enough and strategies to help ensure you won’t outlive your money. Learn how to protect yourself from life’s “what-ifs.” In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check. If you know a friend or family member that could benefit from this workshop, please invite them to RSVP. We hope to see you there! No products will be sold.

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Learn how to retire fearlessly!! 5 Keys to Retiring Fearlessly Workshop Date: Thursday, Oct 9th Time: 6:00 PM EST Location: Latitude 42-Oshtemo Dinner will be served during the presentation. RSVP by calling us or emailing: lakeeffectfinancialconsultants@thrivent.com As you approach retirement, you may be ready to figure out what steps to take next. At 5 Keys to Retiring Fearlessly gain insights that can give you confidence that you are saving enough and strategies to help ensure you won’t outlive your money. Learn how to protect yourself from life’s “what-ifs.” In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check. If you know a friend or family member that could benefit from this workshop, please invite them to RSVP. We hope to see you there! No products will be sold.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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There's still space available at our free workshop, Social Security: Timing Is Everything. Come learn more about how you can optimize Social Security. Dinner will be served. Bring a friend! RSVP now: https://connect.thrivent.com/lake-effect-financial-consultants/events No products will be sold. See thrivent.com/social for important disclosures.

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There's still space available at our free workshop, Social Security: Timing Is Everything. Come learn more about how you can optimize Social Security. Dinner will be served. Bring a friend! RSVP now: https://connect.thrivent.com/lake-effect-financial-consultants/events No products will be sold. See thrivent.com/social for important disclosures.

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We are hosting a workshop on Social Security. Come learn and ask your questions! Location: Latitude 42 Brewing Company-Oshtemo RSVP required on our website or call us 269.655.1818 Dinner will be served. No products will be sold. See thrivent.com/social for important disclosures.

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We are hosting a workshop on Social Security. Come learn and ask your questions! Location: Latitude 42 Brewing Company-Oshtemo RSVP required on our website or call us 269.655.1818 Dinner will be served. No products will be sold. See thrivent.com/social for important disclosures.

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2023 IRA contribution deadline: There's still time to maximize your savings

Maximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline. For more details on IRA contribution limits. 👇

The calendar may be on the verge of flipping over to 2024, but you still can contribute to an individual retirement account (IRA), even after the new year...

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We are holding a Social Security: Timing Is Everything workshop at Latitude 42 in Oshtemo on Thursday, October 26, 2023 at 6:00 PM! We would love for you to join us. RSVP today by calling 269-655-1818 or on our website. connect.thrivent.com/lake-effect-financial-consultants/events

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We are holding a Social Security: Timing Is Everything workshop at Latitude 42 in Oshtemo on Thursday, October 26, 2023 at 6:00 PM! We would love for you to join us. RSVP today by calling 269-655-1818 or on our website. connect.thrivent.com/lake-effect-financial-consultants/events

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I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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Join us next week for our free workshop, Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. Dinner will be served during the presentation. No products will be sold. For more information and to RSVP please visit my website:https://connect.thrivent.com/lake-effect-financial-consultants/events

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Join us next week for our free workshop, Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. Dinner will be served during the presentation. No products will be sold. For more information and to RSVP please visit my website:https://connect.thrivent.com/lake-effect-financial-consultants/events

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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