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Insights

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

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What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

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What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.

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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.

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I had the privilege of being part of the 1st annual southern new hampshire chamber nonprofit expo last night. To see it develop from concept to implementation was truely remarkable. I was happy to know so many nonprofits and visitors found value from attending. Look forward to next years!!

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I had the privilege of being part of the 1st annual southern new hampshire chamber nonprofit expo last night. To see it develop from concept to implementation was truely remarkable. I was happy to know so many nonprofits and visitors found value from attending. Look forward to next years!!

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Your financial plan can be structured to help protect, strengthen and potentially grow what you’ve built with solutions designed to meet your business and personal goals. Ready to take the next step? Let’s connect. See thrivent.com/social for important disclosures.

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Your financial plan can be structured to help protect, strengthen and potentially grow what you’ve built with solutions designed to meet your business and personal goals. Ready to take the next step? Let’s connect. See thrivent.com/social for important disclosures.

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Solo 401(k): Definition, rules & taxes

Being your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️

Being your own boss offers a lot of rewards. You're independent. You set your own schedule and choose the projects you'll do. But it also means you're entirely...

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Make the most out of your empty nest

It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.

Your kids have found independence. Here are six tips to refocus your finances.

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Last Monday I had the chance to attend the Taste of the Merrimack Valley in Andover, MA. So much delicious food made by local restaurants and businesses. Can't wait to attend next year again!!

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Last Monday I had the chance to attend the Taste of the Merrimack Valley in Andover, MA. So much delicious food made by local restaurants and businesses. Can't wait to attend next year again!!

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How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

If you’re at or near retirement, you’ve likely given a lot of thought to Social Security: how much you’ll receive, when to start taking it, and the role it...

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Navigating open enrollment: 5 ways to make the best choices for your family

With open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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

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