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News and Insights

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

5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Maximizing Social Security for married couples: How it works & spousal strategies to consider

Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️

How a term-to-permanent life insurance contract conversion works

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.

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.

In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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