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Insights

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

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Worried about how economic shifts could affect your retirement plan? Like death and taxes, market ups and downs are inevitable. The key is building resiliency into your strategy—so you can weather volatility and stay on track toward your goals. Learn how: https://bit.ly/46vkXKq

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Worried about how economic shifts could affect your retirement plan? Like death and taxes, market ups and downs are inevitable. The key is building resiliency into your strategy—so you can weather volatility and stay on track toward your goals. Learn how: https://bit.ly/46vkXKq

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Worried your retirement savings might not last? An annuity may be worth considering. Annuities can offer guaranteed income in retirement, potential tax advantages, and—in some cases—a way to leave money to your loved ones. Like any investment, they also come with risks, so it’s important to understand how they work before deciding if they’re right for you. Learn more ➡️ https://bit.ly/3IkVueM

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Worried your retirement savings might not last? An annuity may be worth considering. Annuities can offer guaranteed income in retirement, potential tax advantages, and—in some cases—a way to leave money to your loved ones. Like any investment, they also come with risks, so it’s important to understand how they work before deciding if they’re right for you. Learn more ➡️ https://bit.ly/3IkVueM

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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Start your next chapter—without starting from scratch. Put your sales experience to work as a Thrivent Virtual Advisor. You’ll support clients remotely while enjoying a stable salary, full corporate benefits and a collaborative, mission-driven environment. We’ll provide the structure, training and support you need to grow with confidence. You'll meet virtually with existing clients, follow a structured schedule and earn a steady income with bonus potential as you learn the financial advisor role. Take the first step 👉 thriventcareers.com/3JPCcOS

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Start your next chapter—without starting from scratch. Put your sales experience to work as a Thrivent Virtual Advisor. You’ll support clients remotely while enjoying a stable salary, full corporate benefits and a collaborative, mission-driven environment. We’ll provide the structure, training and support you need to grow with confidence. You'll meet virtually with existing clients, follow a structured schedule and earn a steady income with bonus potential as you learn the financial advisor role. Take the first step 👉 thriventcareers.com/3JPCcOS

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Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

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Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

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Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD

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Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children. However, life insurance can be beneficial...

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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