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Insights

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

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How to make financial decisions that reflect your values

Money decisions aren't just about numbers; they're about your heartstrings! 💓 Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰 Learn: 1. Identify your core values through self-reflection. 2. Set SMART goals in line with your values. 3. Seek professional advice for a purpose-driven financial strategy. Read more. 👇

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

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Today we honor those who have made the greatest sacrifice.

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Today we honor those who have made the greatest sacrifice.

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How does the SECURE Act 2.0 impact me?

At the end of 2022, the SECURE Act 2.0 was signed into law and includes improvements to retirement earning and planning for Americans. Read further to see what key provisions are included in the law, like the changes to the required minimum distribution start age.

Signed into law in 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) increased access to tax-advantaged retirement plans...

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Estate planning essentials: 5 key elements to help prepare for the legacy you want to leave

Do you have confidence that your loved ones will receive your assets after you are gone? Estate planning helps ensure your intentions will be honored.

Perhaps you’ve heard the words “estate planning” and thought it wasn’t about you because you don’t have what you believe is an estate. In fact, everything you...

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Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.

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Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.

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Ever notice how luxuries sometimes become necessities? When your spending increases along with your income, this is known as “lifestyle creep.” Here's how you can stay in control: ✔ Set a budget that works for you and is realistic. ✔ Keep tabs on your spending habits. ✔ Be mindful of new purchases. ✔ Don’t be afraid to ask for help. Read more about lifestyle creep and how to avoid it: https://bit.ly/3b1YbRE

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Ever notice how luxuries sometimes become necessities? When your spending increases along with your income, this is known as “lifestyle creep.” Here's how you can stay in control: ✔ Set a budget that works for you and is realistic. ✔ Keep tabs on your spending habits. ✔ Be mindful of new purchases. ✔ Don’t be afraid to ask for help. Read more about lifestyle creep and how to avoid it: https://bit.ly/3b1YbRE

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Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help you create a retirement strategy that supports your lifestyle for years to come. For disclosure information, see thrivent.com/social.

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Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help you create a retirement strategy that supports your lifestyle for years to come. For disclosure information, see thrivent.com/social.

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Myth: My life insurance only needs to be twice my annual salary.

How much life insurance will you need? Learn some factors to consider and why twice your annual salary may not be enough. #LIAM

Fact: Adequate life insurance is a necessary conversation and calculation to do....

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Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help your family enjoy more financial flexibility—now and in the future. For disclosure information, see thrivent.com/social.

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Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help your family enjoy more financial flexibility—now and in the future. For disclosure information, see thrivent.com/social.

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Protect what matters.

Life can be complicated, but life insurance doesn’t have to be. Let's explore how to make this important tool work for you and your family. #LIAM (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

Protect what matters.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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