Leave a legacy of generosity

What if the people and causes you love could receive assets directly from you without needing to pay income taxes on the amount they receive? With the right strategies in place, they can. Let’s connect to talk about potential adjustments to your strategy.

Tools for tax-efficient charitable giving

IRA. QCD. DAF. Let’s untangle these acronyms to see how they can help your generosity go further.

Don’t Fear Volatility - Capitalize On It Through Dollar Cost Averaging Article

Rather than fear market volatility, why not take advantage of dollar cost averaging to try and improve your long-term returns?

No matter what age you are, stage of life you're in, or what your occupation is, there is a life insurance policy that can meet your needs. Let's connect and discuss what options exist, so you can find the right coverage for you. If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited. #LIAM22

Life Insurance 101

What is life insurance and why do I need it? Check out this short, informational video and let's connect and discuss what options exist, so you can find the right coverage for you. If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited. #LIAM22

Creating a financial emergency plan for natural disasters | Thrivent

Natural disasters can cause a lot of unexpected damage, inconvenience and concern. One way to help make the entire situation more manageable is to have a strong plan in place for safeguarding your financial details.

Protecting what's important: Your insurance options explained

Thinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage. #LIAM22

Is there a nonprofit near to your heart? Maximize year-end contributions to give to causes that matter and benefit from tax deductions. Money Canvas is a free online coaching service from Thrivent that helps you free up more money to put toward your priorities. More financial cushion = ability to give more to causes you love --> https://bit.ly/3dcLWmA

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.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

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/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 BrokerCheck for more information about our financial advisors.

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