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Insights

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

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Please join us join us for our July 18 2022 webinar from 12:00 - 1:00 where our guest speaker Andrew Held with the Thrivent Myers Group will be discussing and giving an Economic update. We will also be holding a 6:00pm -7:00pm in-person workshop with a light meal. Hope to see you there. No products will be sold. For more information please visit our website at connect.thrivent.com/new-hope-group/events

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Please join us join us for our July 18 2022 webinar from 12:00 - 1:00 where our guest speaker Andrew Held with the Thrivent Myers Group will be discussing and giving an Economic update. We will also be holding a 6:00pm -7:00pm in-person workshop with a light meal. Hope to see you there. No products will be sold. For more information please visit our website at connect.thrivent.com/new-hope-group/events

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Essential Estate Planning Documents

It’s important to make sure your assets are passed down the way you want after you’re gone. How familiar are you with these key tools and documents that make up an estate plan?

These documents help provide your loved ones with the guidance needed to carry out your financial and healthcare wishes during a difficult time....

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Prepare For Retirement With Confidence

Create a retirement that can go the distance. Guaranteed income strategies can help you prepare for retirement income uncertainties, like market volatility. As you build your retirement strategy, here are some details to consider.

Guaranteed income strategies from Thrivent can help you prepare for retirement’s possibilities with even greater confidence.

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One of the most rewarding parts of my job is helping my clients see their financial path clearly. When you feel confident about your future, it’s much easier to focus on making the most of today—and every other day. Anytime you’d like to review your plan, let’s connect.

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One of the most rewarding parts of my job is helping my clients see their financial path clearly. When you feel confident about your future, it’s much easier to focus on making the most of today—and every other day. Anytime you’d like to review your plan, let’s connect.

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Protecting yourself from identity theft

When your personal information falls into the wrong hands, it can cause harmful long-term impacts. Here are some common ways that identity theft can occur and what you can do to protect yourself.

Identity theft occurs when someone steals another person’s personal information. And it’s the nature of this type of crime to usually happen when you least...

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Placing a fraud alert on your credit reports is just one way you can guard against identity theft. Find more fraud prevention tips and learn what to do if your personal information is stolen: https://bit.ly/3O7HG5w

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Placing a fraud alert on your credit reports is just one way you can guard against identity theft. Find more fraud prevention tips and learn what to do if your personal information is stolen: https://bit.ly/3O7HG5w

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It’s important to protect the financial assets you have built through the years. Here are ways to help protect yourself or an older adult in your life from financial exploitation: https://bit.ly/3uywcAe

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It’s important to protect the financial assets you have built through the years. Here are ways to help protect yourself or an older adult in your life from financial exploitation: https://bit.ly/3uywcAe

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Building transitional housing

Two Thrivent clients made a difference in their community when inspiration turned into an act of generosity. Read more about how a church and its community worked together to create a transitional home for their local young adults.

Affordable housing has been a topic of conversation for several years in Broomfield, Colorado. Especially among the churches and their pastors.

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5 ways to help expand your financial literacy

Want to sharpen your money management skills? Here are five tips to help you make smarter money choices.

A seemingly small, yet incredibly important step is to assess your budget. Check to see if you’re staying consistent with it, and if it needs to be adjusted...

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How to know if you're saving enough for retirement

Weighing competing priorities when it comes to saving for retirement? Here are some ways to navigate potential roadblocks to building your nest egg.

Sure, it’s important to save for retirement. But other major priorities, such as your kids’ private school, or a big wedding to plan, could throw you off...

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

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