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Insights

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

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Thinking about how much to save for your child's college education? Follow these helpful guidelines to prioritize and plan for future costs >> https://bit.ly/4hyFYI4

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Thinking about how much to save for your child's college education? Follow these helpful guidelines to prioritize and plan for future costs >> https://bit.ly/4hyFYI4

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Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

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Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. 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.

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Investing basics: The complete guide for beginners

Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.​ If you’d like to align your investments with your financial goals, let’s set up a meeting.

Investments can seem complex, but with a foundational understanding, anyone can start building a brighter financial future. Here are the essentials to get you...

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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Life insurance can be more than protection—it can help you build wealth for your family. 💡 Together, we can review how much coverage you need and the type of policy that may be right for you.​ For more information on how life insurance can help create generational wealth for your family’s future: https://bit.ly/420Ehy1

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Life insurance can be more than protection—it can help you build wealth for your family. 💡 Together, we can review how much coverage you need and the type of policy that may be right for you.​ For more information on how life insurance can help create generational wealth for your family’s future: https://bit.ly/420Ehy1

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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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If you fall into any of the categories below, you may want to consider how disability income insurance can help you when you most need it: >> Family breadwinners >> Stay-at-home parents >> People with physically demanding jobs >> Self-employed workers >> Workers with insufficient coverage For more information on disability income insurance: https://bit.ly/44JFBY0

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If you fall into any of the categories below, you may want to consider how disability income insurance can help you when you most need it: >> Family breadwinners >> Stay-at-home parents >> People with physically demanding jobs >> Self-employed workers >> Workers with insufficient coverage For more information on disability income insurance: https://bit.ly/44JFBY0

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What are common mistakes people make when investing?​ 1️⃣ Lacking diversification​ 2️⃣ Trying to time the market​ 3️⃣ Investing with your emotions​ 4️⃣ Ignoring fees and taxes​ For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s

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What are common mistakes people make when investing?​ 1️⃣ Lacking diversification​ 2️⃣ Trying to time the market​ 3️⃣ Investing with your emotions​ 4️⃣ Ignoring fees and taxes​ For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s

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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...

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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