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Insights

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

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Balancing today’s priorities with tomorrow’s goals

Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️

Work. Family. Financial commitments. These tips can help you juggle all three as you manage expenses and save for the future in your 30s, 40s, 50s and 60s.

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Whatever grade they’re in, there’s a game plan that can help you save for their college education. Need some help? Let’s talk through your options. There are products and tools that can meet you where you’re at. See thrivent.com/social for important disclosures.

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Whatever grade they’re in, there’s a game plan that can help you save for their college education. Need some help? Let’s talk through your options. There are products and tools that can meet you where you’re at. See thrivent.com/social for important disclosures.

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Preparing for the what-ifs in life

Wondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.

Thrivent clients work to get their financial—and personal—house in order.

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

With open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.

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

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Parenting is: contributing to their 529 college savings plan even when you find them like this. Need help getting started? Let’s set up some time to talk. See thrivent.com/social for important disclosures.

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Parenting is: contributing to their 529 college savings plan even when you find them like this. Need help getting started? Let’s set up some time to talk. See thrivent.com/social for important disclosures.

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Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

A resilient retirement strategy accounts for the everyday and the unexpected—including market and economic uncertainty. Here are some steps you can take to...

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Don't forget to RSVP for our upcoming event with Kendra Scott! Join me and our local Thrivent Member Network to attend A Conversation with Kendra Scott. Join the Thrivent team along with Justice for a Cure at the Monroe Golf Club for a Kendra Scott informative Jewelry Pop up bar! Appetizers and drinks will be provided. Feel free to bring a friend with you to listen to Kendra's story of generosity. I'm looking forward to it and I'd love for you to be there! Thursday, Oct 3rd 05:30 p.m. - 08:00 p.m. CT Monroe Golf Club 2205 21st Monroe , WI 53566 Please RSVP using this link: https://bit.ly/KendraScottMonroe FREE to attend but please register by using the link above and then click on Reserve a Spot. If you need help with getting registered please call the Monroe office at 608-325-8100. Join Nikki Austin and the Thrivent Member Network for a conversation with Founder and Philanthropist Kendra Scott! As the founder of Kendra Scott, a globally - recognized jewelry and lifestyle brand, Kendra has built an empire based on her passion for creating beautiful accessories that empower and inspire. Her commitment to innovation, quality, and detail has taken this Kenosha, WI native from a small startup to a billion-dollar brand with over 130 standalone stores. Her commitment to authenticity, community engagement, and female empowerment has garnered widespread recognition, earning her a place on prestigious lists such as Forbes' "America's Richest Self-Made Women." Kendra and her namesake company remain true to their founding philosophy of “Family, Fashion, and Philanthropy.” Since its beginning, the company has given back over $65 million to local, national, and international causes. 20% of jewelry sales will go towards Justice for a Cure! In-person events and on-demand opportunities are available. Registration is required to attend. Reserve your tickets today: https://bit.ly/KendraScottMonroe ~Premier Financial Group No Thrivent products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Don't forget to RSVP for our upcoming event with Kendra Scott! Join me and our local Thrivent Member Network to attend A Conversation with Kendra Scott. Join the Thrivent team along with Justice for a Cure at the Monroe Golf Club for a Kendra Scott informative Jewelry Pop up bar! Appetizers and drinks will be provided. Feel free to bring a friend with you to listen to Kendra's story of generosity. I'm looking forward to it and I'd love for you to be there! Thursday, Oct 3rd 05:30 p.m. - 08:00 p.m. CT Monroe Golf Club 2205 21st Monroe , WI 53566 Please RSVP using this link: https://bit.ly/KendraScottMonroe FREE to attend but please register by using the link above and then click on Reserve a Spot. If you need help with getting registered please call the Monroe office at 608-325-8100. Join Nikki Austin and the Thrivent Member Network for a conversation with Founder and Philanthropist Kendra Scott! As the founder of Kendra Scott, a globally - recognized jewelry and lifestyle brand, Kendra has built an empire based on her passion for creating beautiful accessories that empower and inspire. Her commitment to innovation, quality, and detail has taken this Kenosha, WI native from a small startup to a billion-dollar brand with over 130 standalone stores. Her commitment to authenticity, community engagement, and female empowerment has garnered widespread recognition, earning her a place on prestigious lists such as Forbes' "America's Richest Self-Made Women." Kendra and her namesake company remain true to their founding philosophy of “Family, Fashion, and Philanthropy.” Since its beginning, the company has given back over $65 million to local, national, and international causes. 20% of jewelry sales will go towards Justice for a Cure! In-person events and on-demand opportunities are available. Registration is required to attend. Reserve your tickets today: https://bit.ly/KendraScottMonroe ~Premier Financial Group No Thrivent products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Don't forget to RSVP for our upcoming event with Kendra Scott! Join me and our local Thrivent Member Network to attend A Conversation with Kendra Scott. Join the Thrivent team along with Justice for a Cure at the Monroe Golf Club for a Kendra Scott informative Jewelry Pop up bar! Appetizers and drinks will be provided. Feel free to bring a friend with you to listen to Kendra's story of generosity. I'm looking forward to it and I'd love for you to be there! Thursday, Oct 3rd 05:30 p.m. - 08:00 p.m. CT Monroe Golf Club 2205 21st Monroe , WI 53566 Please RSVP using this link: https://bit.ly/KendraScottMonroe FREE to attend but please register by using the link above and then click on Reserve a Spot. If you need help with getting registered please call the Monroe office at 608-325-8100. Join Nikki Austin and the Thrivent Member Network for a conversation with Founder and Philanthropist Kendra Scott! As the founder of Kendra Scott, a globally - recognized jewelry and lifestyle brand, Kendra has built an empire based on her passion for creating beautiful accessories that empower and inspire. Her commitment to innovation, quality, and detail has taken this Kenosha, WI native from a small startup to a billion-dollar brand with over 130 standalone stores. Her commitment to authenticity, community engagement, and female empowerment has garnered widespread recognition, earning her a place on prestigious lists such as Forbes' "America's Richest Self-Made Women." Kendra and her namesake company remain true to their founding philosophy of “Family, Fashion, and Philanthropy.” Since its beginning, the company has given back over $65 million to local, national, and international causes. 20% of jewelry sales will go towards Justice for a Cure! In-person events and on-demand opportunities are available. Registration is required to attend. Reserve your tickets today: https://bit.ly/KendraScottMonroe ~Premier Financial Group No Thrivent products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Don't forget to RSVP for our upcoming event with Kendra Scott! Join me and our local Thrivent Member Network to attend A Conversation with Kendra Scott. Join the Thrivent team along with Justice for a Cure at the Monroe Golf Club for a Kendra Scott informative Jewelry Pop up bar! Appetizers and drinks will be provided. Feel free to bring a friend with you to listen to Kendra's story of generosity. I'm looking forward to it and I'd love for you to be there! Thursday, Oct 3rd 05:30 p.m. - 08:00 p.m. CT Monroe Golf Club 2205 21st Monroe , WI 53566 Please RSVP using this link: https://bit.ly/KendraScottMonroe FREE to attend but please register by using the link above and then click on Reserve a Spot. If you need help with getting registered please call the Monroe office at 608-325-8100. Join Nikki Austin and the Thrivent Member Network for a conversation with Founder and Philanthropist Kendra Scott! As the founder of Kendra Scott, a globally - recognized jewelry and lifestyle brand, Kendra has built an empire based on her passion for creating beautiful accessories that empower and inspire. Her commitment to innovation, quality, and detail has taken this Kenosha, WI native from a small startup to a billion-dollar brand with over 130 standalone stores. Her commitment to authenticity, community engagement, and female empowerment has garnered widespread recognition, earning her a place on prestigious lists such as Forbes' "America's Richest Self-Made Women." Kendra and her namesake company remain true to their founding philosophy of “Family, Fashion, and Philanthropy.” Since its beginning, the company has given back over $65 million to local, national, and international causes. 20% of jewelry sales will go towards Justice for a Cure! In-person events and on-demand opportunities are available. Registration is required to attend. Reserve your tickets today: https://bit.ly/KendraScottMonroe ~Premier Financial Group No Thrivent products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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Do you need life insurance? Questions to ask yourself & your family

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like...

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.

Not all team members may provide all products, programs and services in all states.

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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