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Insights

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

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Your retirement accounts are designed to support your future self, not short-term needs. Keeping your money invested gives it time to grow and work harder for you. If you're facing a financial challenge, let's talk through other options before dipping into your retirement funds. See thrivent.com/social for important disclosures.

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Your retirement accounts are designed to support your future self, not short-term needs. Keeping your money invested gives it time to grow and work harder for you. If you're facing a financial challenge, let's talk through other options before dipping into your retirement funds. See thrivent.com/social for important disclosures.

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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Knowing your risk tolerance helps you choose investments that match your comfort level and your long-term goals. The right balance means you'll be more likely to stay confident through market changes and stick with your plan. Not sure what your risk tolerance is? Let's talk it through and find the right fit for you. See thrivent.com/social for important disclosures.

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Knowing your risk tolerance helps you choose investments that match your comfort level and your long-term goals. The right balance means you'll be more likely to stay confident through market changes and stick with your plan. Not sure what your risk tolerance is? Let's talk it through and find the right fit for you. See thrivent.com/social for important disclosures.

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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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401(k)s and IRAs for retirement Roth IRAs for tax-free growth HSAs for medical expenses These accounts can help you save for the future while reducing your tax burden today. It's win-win for your financial goals. Not sure which option fits vest for you? Let's review your situation and find the right strategy together. See thrivent.com/social for important disclosures.

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401(k)s and IRAs for retirement Roth IRAs for tax-free growth HSAs for medical expenses These accounts can help you save for the future while reducing your tax burden today. It's win-win for your financial goals. Not sure which option fits vest for you? Let's review your situation and find the right strategy together. See thrivent.com/social for important disclosures.

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Money can be one of the biggest sources of stress in relationships, but it can also be one of the greatest tools for teamwork. Set aside time to have open, honest conversations about your goals, spending habits, and financial priorities. When you're on the same page, managing money becomes a shared journey, not a solo task. See thrivent.com/social for important disclosures.

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Money can be one of the biggest sources of stress in relationships, but it can also be one of the greatest tools for teamwork. Set aside time to have open, honest conversations about your goals, spending habits, and financial priorities. When you're on the same page, managing money becomes a shared journey, not a solo task. See thrivent.com/social for important disclosures.

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Don't let your finances be scarier than the costumes! Plan ahead and treat your future today. Stay safe, enjoy the sweets, and have a spooktacular holiday with your family and friends!

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Don't let your finances be scarier than the costumes! Plan ahead and treat your future today. Stay safe, enjoy the sweets, and have a spooktacular holiday with your family and friends!

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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Set aside a little each month into a sinking fund or savings account. Your future self will thank you! See thrivent.com/social for important disclosures.

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Set aside a little each month into a sinking fund or savings account. Your future self will thank you! See thrivent.com/social for important disclosures.

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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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