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Insights

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

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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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POV: You’re in a rewarding career as a Thrivent financial advisor and get to help people reach their goals and make the most out of all they’ve been given.​ Learn more about this meaningful career opportunity: thriventcareers.com/4lhsgvV

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POV: You’re in a rewarding career as a Thrivent financial advisor and get to help people reach their goals and make the most out of all they’ve been given.​ Learn more about this meaningful career opportunity: thriventcareers.com/4lhsgvV

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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The importance of estate planning: Protecting your people, property & privacy

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.

When you hear or read the word "estate," perhaps images flash in your mind of diamond jewelry, garden parties and gleaming yachts. So if you don't have any of...

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Do you have a heart for service and want a job where you can help make a difference in people’s lives? Thrivent financial advisors make an impact by providing expert financial advice to clients that helps them reach their goals, while being as generous as they can. Learn more about this lucrative career opportunity: thriventcareers.com/4iMM2wI

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Do you have a heart for service and want a job where you can help make a difference in people’s lives? Thrivent financial advisors make an impact by providing expert financial advice to clients that helps them reach their goals, while being as generous as they can. Learn more about this lucrative career opportunity: thriventcareers.com/4iMM2wI

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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What’s next for your career? At Thrivent, financial advisors start their careers with purpose and direction. You’ll be rewarded financially and professionally, while helping others reach their goals.​ Explore a career where you can grow, give back, and feel proud of the work you do: thriventcareers.com/44HE19h

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What’s next for your career? At Thrivent, financial advisors start their careers with purpose and direction. You’ll be rewarded financially and professionally, while helping others reach their goals.​ Explore a career where you can grow, give back, and feel proud of the work you do: thriventcareers.com/44HE19h

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Taking Social Security early? Reasons to consider (with pros & cons)

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

You can claim your Social Security retirement benefits as early as age 62. If you have limited retirement savings or more immediate income needs, delaying...

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Step into a life-changing career where you can help clients plan their finances for the people, causes and communities they care about.​ At Thrivent, you have the opportunity for career growth and access to a supportive network of mentors and colleagues. ​ Learn more about becoming a Thrivent financial advisor: thriventcareers.com/42cxmAN

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Step into a life-changing career where you can help clients plan their finances for the people, causes and communities they care about.​ At Thrivent, you have the opportunity for career growth and access to a supportive network of mentors and colleagues. ​ Learn more about becoming a Thrivent financial advisor: thriventcareers.com/42cxmAN

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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