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Insights

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

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Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. Meet with our team to learn more! For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. Meet with our team to learn more! For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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What an incredible number! How will you be using your next Action Team? See thrivent.com/social for important disclosures. #community #newulm

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What an incredible number! How will you be using your next Action Team? See thrivent.com/social for important disclosures. #community #newulm

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Meet with our team of professionals to stress test your plan. 📱507-354-4413 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Meet with our team of professionals to stress test your plan. 📱507-354-4413 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Trying to get your finances on track? Learn more about healthy financial habits you can start doing today to avoid overspending and live within your means. ⬇️ https://bit.ly/40kXSrX For disclosure information, see thrivent.com/social.

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Trying to get your finances on track? Learn more about healthy financial habits you can start doing today to avoid overspending and live within your means. ⬇️ https://bit.ly/40kXSrX For disclosure information, see thrivent.com/social.

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Amy and Maddie reppin' the NEW #livegenerous t-shirts!! 💙 For disclosure information, see thrivent.com/social

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Amy and Maddie reppin' the NEW #livegenerous t-shirts!! 💙 For disclosure information, see thrivent.com/social

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Before retiring, consider ways you will spend your time that will keep you engaged and feeling good while providing a sense of purpose and accomplishment. How will you redirect the hours previously spent at work? For disclosure information, see thrivent.com/social

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Before retiring, consider ways you will spend your time that will keep you engaged and feeling good while providing a sense of purpose and accomplishment. How will you redirect the hours previously spent at work? For disclosure information, see thrivent.com/social

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How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(507) 354-4413 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(507) 354-4413 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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A few game changers.....💡 #ThursdayThougts #tipoftheday For disclosure information, see thrivent.com/social

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A few game changers.....💡 #ThursdayThougts #tipoftheday For disclosure information, see thrivent.com/social

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1. At what age do you want to retire? 2. How many years of retirement will you need to pay for? 3. Will you move or stay in the same place? 4. What do you want to do after you retire? 5. How could taxes impact your retirement funds? Partner with our team to help verify you're not leaving out anything important from your retirement planning. 📱507-354-4413 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community #dedicatedplanning

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1. At what age do you want to retire? 2. How many years of retirement will you need to pay for? 3. Will you move or stay in the same place? 4. What do you want to do after you retire? 5. How could taxes impact your retirement funds? Partner with our team to help verify you're not leaving out anything important from your retirement planning. 📱507-354-4413 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community #dedicatedplanning

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Such a wonderful blessing to be able to help people. For disclosure information, see thrivent.com/social.

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Such a wonderful blessing to be able to help people. For disclosure information, see 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 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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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