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Insights

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

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How do asset allocation funds work?

Are asset allocation funds right for your financial strategy? Learn more about how these investments work so you can decide.

Answers to questions you may have about this investment option....

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Inspiring generosity with your Thrivent funds

Equipping clients to live generously has always been at the heart of Thrivent, and now you can give back to causes you care about right from your Thrivent Funds account: https://bit.ly/37yZnXy

Giving back is an important value of Thrivent, as well as many of our clients. You can give back to causes you care about from your Thrivent Funds account in...

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Want to learn a proven approach to retirement that is tailored to your priorities? Join us for a free special event on Aug. 12th or 17th with national financial expert Tom Hegna, author of Paychecks and Playchecks: Retirement Solutions for Life. Reserve a spot for you and a guest today. https://bit.ly/3rbeW0o No products will be sold. For additional disclosures, see Thrivent.com/social.

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Want to learn a proven approach to retirement that is tailored to your priorities? Join us for a free special event on Aug. 12th or 17th with national financial expert Tom Hegna, author of Paychecks and Playchecks: Retirement Solutions for Life. Reserve a spot for you and a guest today. https://bit.ly/3rbeW0o No products will be sold. For additional disclosures, see Thrivent.com/social.

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Volunteer ideas for teens

From outdoor clean-up to fundraisers—encourage the teens in your life to make an impact with these four volunteer ideas.

Ways to encourage kids to make an impact on their community....

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Teaching teens about money

Need a little help talking to your teen about money? Here are seven important topics to discuss together.

7 money topics to help your teens succeed when they’re on their own....

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Your Social Security Questions Answered

Social Security can be overwhelming. That’s why we’re here to help you sort through the details. Check out this article and let’s connect if you’d like to talk more.

If you have questions about Social Security, you aren't alone. Clear up some of the confusion with answers to 9 common Social Security questions....

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Financial Foundations | Your Blueprint To Thrive Thursday, July 8 at 1:00 PM or 8:00 PM Register Today | bit.ly/BlueprintToThrive There are days that change everything. Prepare for the three most important days in your life. Start building your financial foundation today. Join me and the Thrivent Member Network for Financial Foundations – Your Blueprint to Thrive. During this workshop, you will learn what you can do today to help prepare for challenges to your financial goal. We will explore how to plan for your last day as well as manage your savings, expenses, and credit, so you can better manage your finances. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Financial Foundations | Your Blueprint To Thrive Thursday, July 8 at 1:00 PM or 8:00 PM Register Today | bit.ly/BlueprintToThrive There are days that change everything. Prepare for the three most important days in your life. Start building your financial foundation today. Join me and the Thrivent Member Network for Financial Foundations – Your Blueprint to Thrive. During this workshop, you will learn what you can do today to help prepare for challenges to your financial goal. We will explore how to plan for your last day as well as manage your savings, expenses, and credit, so you can better manage your finances. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Working Tax Efficiency into Your Financial Strategy

How tax-efficient is your financial strategy? Here are some basic steps you can take to ensure you’re making the most of your money.

Tax efficiency strategies like tax diversification and understanding ''tax now, tax later and tax never'' can help reduce what you pay now and in retirement....

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Updating Your Life Insurance: 7 Life Events That May Affect Your Coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage.

Buying life insurance may not be a one-and-done decision. What works for you now may not apply later. Learn about when you should update your life insurance....

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3 Ways the Pandemic Is Changing Homebuying in 2021

Looking to buy a new home? Check out the top trends in the current housing market.

The pandemic has encouraged low-interest mortgage rates and other positive changes. Could these positive developments have you considering a move?...

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.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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