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


As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings. Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings. Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT


Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW

Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW


Not all annuities are the same! Whether you want steady, predictable payments or the potential for higher returns, there’s an option for you. Together, we can discuss which annuity type is the right fit for your financial goals. See thrivent.com/social for important disclosures.

Not all annuities are the same! Whether you want steady, predictable payments or the potential for higher returns, there’s an option for you. Together, we can discuss which annuity type is the right fit for your financial goals. See thrivent.com/social for important disclosures.


Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you. See thrivent.com/social for important disclosures.

Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you. See thrivent.com/social for important disclosures.


Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.


Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity: 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation. 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime. Together, we can discuss how an annuity may fit in your overall financial plan. See thrivent.com/social for important disclosures.

Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity: 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation. 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime. Together, we can discuss how an annuity may fit in your overall financial plan. See thrivent.com/social for important disclosures.


It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started: 1️⃣ What are you investing for? 2️⃣ What is your time horizon? 3️⃣ What is your risk tolerance? If you’re looking for a professional to help you with your investing strategy, let’s talk. See thrivent.com/social for important disclosures.

It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started: 1️⃣ What are you investing for? 2️⃣ What is your time horizon? 3️⃣ What is your risk tolerance? If you’re looking for a professional to help you with your investing strategy, let’s talk. See thrivent.com/social for important disclosures.


As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo


If you’re thinking about using an annuity as a source of retirement income, two important factors to weigh are when you’d like payouts to begin and how long you’d like them to last. There are multiple annuity payout options to consider, allowing you to find the right fit for your financial situation. Learn more about the different annuity types and payout options available: https://bit.ly/3DMhbC0

If you’re thinking about using an annuity as a source of retirement income, two important factors to weigh are when you’d like payouts to begin and how long you’d like them to last. There are multiple annuity payout options to consider, allowing you to find the right fit for your financial situation. Learn more about the different annuity types and payout options available: https://bit.ly/3DMhbC0


Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox