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Insights

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

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Working tax efficiency into your financial strategy

Did you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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Do I need life insurance in retirement?

Myth: You don’t need life insurance when you retire. Truth: Life insurance could be crucial to your financial strategy. Here are 3 benefits.

As life changes, so do the reasons for why you have life insurance. In the early years of family and career, it likely was about making sure your family could...

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Market and economic impacts of Russian invasion of Ukraine

Thrivent’s Chief Investment Strategist recently shared thoughts on how the Russian invasion of Ukraine may affect markets and the economy. You can read more in the link below. If you’re considering making changes to your investments, let’s find time to discuss in light of this development. For additional disclosures, visit thrivent.com/social

News of the Russian invasion of Ukraine is understandably impacting global markets. We expect continued volatility in the near term, but as you’ll read below...

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How does permanent life insurance work?

Here are answers to 3 common questions you may have about permanent life insurance. Learn more about how this type of protection can help your family and support your financial goals.

Answers to questions you may have about permanent life insurance....

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The benefits of life insurance: What you need to know

There are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? We can set up time to talk more about your life insurance options. (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

Life insurance is an essential component to a responsible financial plan - and anyone from a 20-year-old student to a 70-year-old widow can enjoy the benefits...

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How do asset allocation funds work?

Are asset allocation funds right for your financial strategy? Learn more about how these investments work so you can decide.

Answers to questions you may have about this investment option....

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A low-cost retirement plan for small business owners

Learn more about Simplified Employee Pension Plans (SEP) and how they can help Small business owners offer employees (and themselves) a tax-deferred retirement savings plan similar to a 401(k).

Small business owners can offer employees (and themselves) a tax-deferred retirement savings plan similar to the plans offered by larger corporations – but...

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Myth: My 401(k) is enough for retirement

Fact or myth: “A 401(k) is all I need for retirement.” Find out what you may need to consider.

Fact: Consider how tax diversification can help your savings strategy....

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2022 Market Outlook: Pondering a post-pandemic market environment

With disruptions from the past two years of the pandemic, what does the forecast look like for next year’s market? Read on for Thrivent’s 2022 Market Outlook.

The U.S. economy and equity market have staged a surprisingly impressive recovery from the pandemic-induced lows of 2020....

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When it comes to addressing financial needs, women can face some unique challenges. But together, we can help identify those challenges and find solutions to help fill the gaps. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

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When it comes to addressing financial needs, women can face some unique challenges. But together, we can help identify those challenges and find solutions to help fill the gaps. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

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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