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Insights

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

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How to protect your family financially over the years

Thinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.

Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it...

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Thrivent helped Gregory and Cherie organize their personal finances to focus on ministry. If you could organize your finances around a specific goal, what would it be? Let's explore how Thrivent can help you follow your heart. Learn more about Gregory and Cherie’s story: https://bit.ly/3Y47Pax

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Thrivent helped Gregory and Cherie organize their personal finances to focus on ministry. If you could organize your finances around a specific goal, what would it be? Let's explore how Thrivent can help you follow your heart. Learn more about Gregory and Cherie’s story: https://bit.ly/3Y47Pax

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Take a look at the resource below with some helpful questions to consider.

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Take a look at the resource below with some helpful questions to consider.

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Download a complimentary copy of Thrivent's digital Will & Estate Planning Guide today. This workbook-style guide walks you through the 4 essential tools of estate planning. Complete this guide and let's connect to discuss your overall financial plan. Get started today and give your loved ones the gift of estate planning 🎁: https://bit.ly/460TTjT See thrivent.com/social for important disclosures.

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Download a complimentary copy of Thrivent's digital Will & Estate Planning Guide today. This workbook-style guide walks you through the 4 essential tools of estate planning. Complete this guide and let's connect to discuss your overall financial plan. Get started today and give your loved ones the gift of estate planning 🎁: https://bit.ly/460TTjT See thrivent.com/social for important disclosures.

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November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

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Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create lasting a legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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There are a lot of factors to consider when determining your life insurance need. This life insurance calculator is a great starting point: https://bit.ly/3RnZFbN When you’re ready, please contact me to schedule a personalized consultation. Together, we’ll explore your options and determine the amount of protection that’s right for your family.

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There are a lot of factors to consider when determining your life insurance need. This life insurance calculator is a great starting point: https://bit.ly/3RnZFbN When you’re ready, please contact me to schedule a personalized consultation. Together, we’ll explore your options and determine the amount of protection that’s right for your family.

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This fall 🍂, carve pumpkins with loved ones first. Then carve out time to take control of your budget. Money Canvas is a FREE 1-on-1 coaching program that offers a series of personalized sessions with a dedicated financial coach. Book your first session at thrivent.com/moneycanvas.

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This fall 🍂, carve pumpkins with loved ones first. Then carve out time to take control of your budget. Money Canvas is a FREE 1-on-1 coaching program that offers a series of personalized sessions with a dedicated financial coach. Book your first session at thrivent.com/moneycanvas.

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An act of love: Tips for aging parents

Helping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇

The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...

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How do required minimum distributions work?

Did you know that for some retirement accounts, you must start withdrawing money by a certain age? Learn more about required minimum distributions (RMDs) today. 👇

After decades of being told to save for retirement in tax-deferred 401(k), 403(b) plans and IRAs—and not to touch that money—it may seem odd being forced to...

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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