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Insights

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

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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Pros & cons of paying off your mortgage before you retire

If you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire? While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.

If you bought or refinanced your home when you were in your mid-30s or older, you may find yourself headed into retirement with a mortgage in tow. You may have...

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/4iuUAIq

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Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/4iuUAIq

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Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

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Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

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Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.

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Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.

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A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q ​ Let’s connect if you’d like to take the next step.

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A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q ​ Let’s connect if you’d like to take the next step.

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A great time to get started on retirement planning is today. Explore Thrivent's retirement income planning calculator to help guide your journey ➡️ https://bit.ly/400qpSt

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A great time to get started on retirement planning is today. Explore Thrivent's retirement income planning calculator to help guide your journey ➡️ https://bit.ly/400qpSt

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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.

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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