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Insights

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

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Budgeting 101: Definition, purpose & types

Your budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.

Setting a budget can be a powerful tool to help you align everyday money decisions with your values. It can help you spend, save, invest and give without much...

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Estate Preservation for the Next Generation Watch Pary When: Tues, Sept 15, 2025, at 5 PM Where: Biaggi's Ristorante Italiano, 320 Collins Rd NE, Cedar Rapids, IA Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Dinner will be provided and will be served starting at 5 PM. Space is limited to please register by emailing kathy.walvoord@thrivent.com by Sept 11. If you or your beneficiaries are unable to attend in person, RSVP at https://bit.ly/SouthCentralSept to watch virtually. No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Estate Preservation for the Next Generation Watch Pary When: Tues, Sept 15, 2025, at 5 PM Where: Biaggi's Ristorante Italiano, 320 Collins Rd NE, Cedar Rapids, IA Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Dinner will be provided and will be served starting at 5 PM. Space is limited to please register by emailing kathy.walvoord@thrivent.com by Sept 11. If you or your beneficiaries are unable to attend in person, RSVP at https://bit.ly/SouthCentralSept to watch virtually. No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Skip the money trends. Be the person who: ✅ Helps people break unhealthy money habits ✅ Builds real connections by making a difference ✅ Finds meaning in everyday work ✅ Thrives—personally and financially Grow a career helping people build their financial confidence. Do work that matters as a Thrivent financial advisor: thriventcareers.com/45B9FFg

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Skip the money trends. Be the person who: ✅ Helps people break unhealthy money habits ✅ Builds real connections by making a difference ✅ Finds meaning in everyday work ✅ Thrives—personally and financially Grow a career helping people build their financial confidence. Do work that matters as a Thrivent financial advisor: thriventcareers.com/45B9FFg

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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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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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August 2025 Market Update: Stocks set new highs, despite concerns

In the latest market update, Thrivent Asset Management experts discuss concerns about some data, while stocks continue to set new highs.

Market volatility continues, and we anticipate growth to slow.

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We had a great event on Monday, July 28 at Cedar Ridge Winery. Mandy McCleary shared that there is hope to be found in the midst of struggle. She encouraged us to give each day to God and to watch Him work through our lives. Watch for details for the next Women's Divorce Event in September!

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We had a great event on Monday, July 28 at Cedar Ridge Winery. Mandy McCleary shared that there is hope to be found in the midst of struggle. She encouraged us to give each day to God and to watch Him work through our lives. Watch for details for the next Women's Divorce Event in September!

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Cedar Rapids Kernels vs. Quad Cities River Bandits Thursday, August 14 | 6:00 p.m. | Veterans Memorial Stadium, 950 Rockford Rd SW, Cedar Rapids, IA | McGrath Auto Party Plaza sections 5-7 Register: https://Kernels8-14.eventbrite.com We are excited to welcome Thrivent clients and friends to the Cedar Rapids Kernels vs. Quad Cities River Bandits baseball game! Guests will enjoy a ticket, all you can eat and drink for 3 hours, and an opportunity to live generously with a food drive! Join our group in the McGrath Auto Party Plaza sections 5-6. Directions/schedule details: Use the main gates to get in; gates open at 5:30 p.m. and we have access to the Party Plaza at that time. The Party Plaza will be all the way down the concourse down the 1st baseline and is covered by a blue roof. The Thrivent group will be in sections 5-6. Game begins at 6:35 p.m. Food and beverage service will begin at 6 p.m. and lasts until 9 p.m. (If the game ends prior to the three-hour mark, food and beverage service will close when the game ends.) Registration is required to attend. Security check and photo ID is required for every participant. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Cedar Rapids Kernels vs. Quad Cities River Bandits Thursday, August 14 | 6:00 p.m. | Veterans Memorial Stadium, 950 Rockford Rd SW, Cedar Rapids, IA | McGrath Auto Party Plaza sections 5-7 Register: https://Kernels8-14.eventbrite.com We are excited to welcome Thrivent clients and friends to the Cedar Rapids Kernels vs. Quad Cities River Bandits baseball game! Guests will enjoy a ticket, all you can eat and drink for 3 hours, and an opportunity to live generously with a food drive! Join our group in the McGrath Auto Party Plaza sections 5-6. Directions/schedule details: Use the main gates to get in; gates open at 5:30 p.m. and we have access to the Party Plaza at that time. The Party Plaza will be all the way down the concourse down the 1st baseline and is covered by a blue roof. The Thrivent group will be in sections 5-6. Game begins at 6:35 p.m. Food and beverage service will begin at 6 p.m. and lasts until 9 p.m. (If the game ends prior to the three-hour mark, food and beverage service will close when the game ends.) Registration is required to attend. Security check and photo ID is required for every participant. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Supplemental disability insurance: What it is and when you need it

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

No one plans to get sick or injured to the point where they cannot work—but it happens. And while many employers offer short- and long-term disability coverage...

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What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw

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What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw

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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