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Insights

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

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If your golden years are right around the corner, it’s time to start thinking about how to bring your retirement dreams to life. Whether you’re considering starting fresh in a new location, or downsizing and staying local, buying a retirement home is a big step. It’s wise to take time to reflect on whether buying a new home would be a good next step for you or whether you'd be better off staying where you live now. As you weigh the advantages and disadvantages, remember you don't have to do it alone. Please reach out for help through the decision-making process.

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If your golden years are right around the corner, it’s time to start thinking about how to bring your retirement dreams to life. Whether you’re considering starting fresh in a new location, or downsizing and staying local, buying a retirement home is a big step. It’s wise to take time to reflect on whether buying a new home would be a good next step for you or whether you'd be better off staying where you live now. As you weigh the advantages and disadvantages, remember you don't have to do it alone. Please reach out for help through the decision-making process.

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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!

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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!

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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.

When should you get life insurance? For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children...

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Annuities have grown in popularity. This flexible financial tool could be right for you. Let’s schedule some time to take a fresh look at what your income needs will be in retirement—and if an annuity is right to help meet those income needs. Guarantees based on the financial strength and claims paying ability of the product's issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth

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Annuities have grown in popularity. This flexible financial tool could be right for you. Let’s schedule some time to take a fresh look at what your income needs will be in retirement—and if an annuity is right to help meet those income needs. Guarantees based on the financial strength and claims paying ability of the product's issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth

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The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth

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The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth

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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