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Insights

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

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Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.

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Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.

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Embrace your golden years with confidence

When planning for retirement, sometimes it’s best to expect the unexpected. It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care. Explore your options and reach out to discuss. 👇

Explore new strategies for your retirement that can help ensure your savings last a lifetime.

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!

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What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!

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Planning a vacation can be more exciting than budgeting for one. Here are some helpful tips for building a vacation budget to get you started: bit.ly/3Z1LJFi

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Planning a vacation can be more exciting than budgeting for one. Here are some helpful tips for building a vacation budget to get you started: bit.ly/3Z1LJFi

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Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR

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Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 29th consecutive year! Honored to be part of this organization.

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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 29th consecutive year! Honored to be part of this organization.

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I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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Join me for a special event at Wrigley Mansion, featuring a keynote presentation with award-winning journalist and broadcaster, and New York Times and Wall Street Journal bestselling author, Jean Chatzky. Enjoy dinner at this historic landmark with dramatic mountain and city views. Learn more and #RSVP for this event: https://bit.ly/sChatzkyAZ Thursday, October 27 at 6:30 PM MST . . . No products will be sold. Jean Chatzky is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jean Chatzky are her own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, visit thrivent.com/social.

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Join me for a special event at Wrigley Mansion, featuring a keynote presentation with award-winning journalist and broadcaster, and New York Times and Wall Street Journal bestselling author, Jean Chatzky. Enjoy dinner at this historic landmark with dramatic mountain and city views. Learn more and #RSVP for this event: https://bit.ly/sChatzkyAZ Thursday, October 27 at 6:30 PM MST . . . No products will be sold. Jean Chatzky is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jean Chatzky are her own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, visit thrivent.com/social.

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.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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