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Insights

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

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own.

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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📷 Picture this: You work at an organization where you and your colleagues have a shared passion for generosity and helping people reach their financial goals. Get the support you need with lucrative income potential and competitive benefits in a career as a Thrivent financial advisor. Learn more: thriventcareers.com/4hggTln​

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📷 Picture this: You work at an organization where you and your colleagues have a shared passion for generosity and helping people reach their financial goals. Get the support you need with lucrative income potential and competitive benefits in a career as a Thrivent financial advisor. Learn more: thriventcareers.com/4hggTln​

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Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.

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Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn

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Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn

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"Give thanks to the Lord, for he is good; his love endures forever." - Psalm 118:1

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"Give thanks to the Lord, for he is good; his love endures forever." - Psalm 118:1

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What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?​ Let’s discuss how adjusting your tax withholding could boost your take home pay. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?​ Let’s discuss how adjusting your tax withholding could boost your take home pay. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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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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Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr Here to connect you or your loved ones to resources that can help.

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Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr Here to connect you or your loved ones to resources that can help.

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March is Women’s History Month—a time to reflect on the impact of women past and present. From leaders and innovators to mentors and friends, women shape our communities in powerful ways. Who is a woman that has made a difference in your life? Let’s celebrate them together!

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March is Women’s History Month—a time to reflect on the impact of women past and present. From leaders and innovators to mentors and friends, women shape our communities in powerful ways. Who is a woman that has made a difference in your life? Let’s celebrate them together!

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

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