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Insights

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

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Business startup costs: 10 basics to plan for

Are you thinking of starting your own business? Check out 10 start up costs that you’ll want to consider for your newest venture.

For a lot of people, starting a business is a lifelong dream. And yet, having a great idea or possessing a unique skill isn't always enough to get your venture...

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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Navigating open enrollment: 5 ways to make the best choices for your family

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP

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Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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Having an extended care strategy is not just for you, but also your loved ones. You can help reduce stress for yourself and loved ones by planning ahead for the future. Together, let’s consider the factors of your future health care needs and how you may fund it.

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Having an extended care strategy is not just for you, but also your loved ones. You can help reduce stress for yourself and loved ones by planning ahead for the future. Together, let’s consider the factors of your future health care needs and how you may fund it.

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Looking for your next adventure after military? Thrivent is a dedicated veteran’s reemployment supporter. Explore a new opportunity to serve as a financial advisor helping clients build solid financial futures: thriventcareers.com/veterans

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Looking for your next adventure after military? Thrivent is a dedicated veteran’s reemployment supporter. Explore a new opportunity to serve as a financial advisor helping clients build solid financial futures: thriventcareers.com/veterans

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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How to prepare for the risks to your retirement savings

Retiring means you'll be embarking on a new phase of life. Plan now to ensure your next chapter is protected against these common retirement risks. ⬇️

Retiring means you'll be embarking on a brand-new phase of life. To enjoy it to the fullest, you need to know that you've saved enough, the income sources you...

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How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

If you’re at or near retirement, you’ve likely given a lot of thought to Social Security: how much you’ll receive, when to start taking it, and the role it...

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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