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


Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA


Thinking about tapping your retirement fund for college costs? Here’s why it’s usually not a good idea: ➡️ You can borrow for college—but not for retirement. ➡️ While you may qualify for a penalty-free withdrawal for qualified higher education expenses, early withdrawals can lead to long-term setbacks—and tax obligations. If you're helping your child pay for school, consider other options first. If you're going back to school yourself, the answer might be different. Not sure what’s right for you? Get in touch—together, we can walk through your options. See thrivent.com/social for important disclosures.

Thinking about tapping your retirement fund for college costs? Here’s why it’s usually not a good idea: ➡️ You can borrow for college—but not for retirement. ➡️ While you may qualify for a penalty-free withdrawal for qualified higher education expenses, early withdrawals can lead to long-term setbacks—and tax obligations. If you're helping your child pay for school, consider other options first. If you're going back to school yourself, the answer might be different. Not sure what’s right for you? Get in touch—together, we can walk through your options. See thrivent.com/social for important disclosures.


There are many different ways to prepare for a college education—whether it's for your child or yourself. Let's set up time to discuss what options are right for you. See thrivent.com/social for important disclosures.

There are many different ways to prepare for a college education—whether it's for your child or yourself. Let's set up time to discuss what options are right for you. See thrivent.com/social for important disclosures.


Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values. See thrivent.com/social for important disclosures.

Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values. See thrivent.com/social for important disclosures.


There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss


Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.

Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.


POV: You work for an organization where your success is the goal. As a Thrivent financial advisor, you have access to tools, training and support to help you thrive. Learn more about this fulfilling career opportunity 💼: thriventcareers.com/3CYQz08

POV: You work for an organization where your success is the goal. As a Thrivent financial advisor, you have access to tools, training and support to help you thrive. Learn more about this fulfilling career opportunity 💼: thriventcareers.com/3CYQz08