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Insights

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

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Surviving the holidays without blowing the budget

Giving gifts and making merry doesn’t have to empty your wallet. Here are a few tips to help you survive the holidays without running up your credit card debt.

If you tend to spend more than you can afford on holiday gifts and events, here are a few tips to help you survive the holidays without running up your credit...

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Make a New Year’s resolution to manage your money mindfully with the help of Money Canvas, a free online coaching program from Thrivent. As you work with your Money Canvas Guide, you’ll discover how small steps add up to more breathing room. Learn more at thrivent.com/moneycanvas.

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Make a New Year’s resolution to manage your money mindfully with the help of Money Canvas, a free online coaching program from Thrivent. As you work with your Money Canvas Guide, you’ll discover how small steps add up to more breathing room. Learn more at thrivent.com/moneycanvas.

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When to claim Social Security

When should you claim your Social Security retirement benefits? Here are some details to consider as you prepare for the retirement you’ve worked so hard to enjoy.

Timing the start of your Social Security retirement benefits can be challenging....

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Essential Estate Planning Documents

It’s important to make sure your assets are passed down the way you want after you’re gone. How familiar are you with these key tools and documents that make up an estate plan?

These documents help provide your loved ones with the guidance needed to carry out your financial and healthcare wishes during a difficult time....

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“Financial advisors become deeply rooted in the lives of people they serve. This is a career where the threads of your life’s fabric weave together in a beautiful way.” —Nikki Sorum, Senior Vice President, Thrivent Advisors Sound intriguing? Learn more about becoming a Thrivent financial advisor at thriventcareers.com/meaningful.

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“Financial advisors become deeply rooted in the lives of people they serve. This is a career where the threads of your life’s fabric weave together in a beautiful way.” —Nikki Sorum, Senior Vice President, Thrivent Advisors Sound intriguing? Learn more about becoming a Thrivent financial advisor at thriventcareers.com/meaningful.

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Torn between covering everyday expenses and wanting to save more? Money Canvas, a free Thrivent program, allows you to work one-on-one with a Money Canvas guide who can help you build healthy habits to help get you where you want to go. Visit thrivent.com/moneycanvas

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Torn between covering everyday expenses and wanting to save more? Money Canvas, a free Thrivent program, allows you to work one-on-one with a Money Canvas guide who can help you build healthy habits to help get you where you want to go. Visit thrivent.com/moneycanvas

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Want to build healthier budgeting, saving, and spending habits? Check out Money Canvas, a free Thrivent program that uses visual learning tools and game-like experiences to help you do just that: thrivent.com/moneycanvas.

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Want to build healthier budgeting, saving, and spending habits? Check out Money Canvas, a free Thrivent program that uses visual learning tools and game-like experiences to help you do just that: thrivent.com/moneycanvas.

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What if budgeting could feel more manageable—and even enjoyable? Use Money Canvas, a free Thrivent program, to access visual learning tools and game-like experiences to help you set achievable goals and stay accountable to reach them. Visit thrivent.com/moneycanvas.

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What if budgeting could feel more manageable—and even enjoyable? Use Money Canvas, a free Thrivent program, to access visual learning tools and game-like experiences to help you set achievable goals and stay accountable to reach them. Visit thrivent.com/moneycanvas.

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Most employer plans cover just a portion of your salary. Would you be comfortable living on potentially less than half your salary if you were suddenly too sick or injured to work?

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Most employer plans cover just a portion of your salary. Would you be comfortable living on potentially less than half your salary if you were suddenly too sick or injured to work?

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Aging Loved Ones: How to Have the “Heart to Heart” Thursday, May 20 at 8: 00 PM Register Today | bit.ly/HeartToHeartConversations Loved ones getting older? Some conversations can’t wait. Now’s the time for an honest discussion with your parents about their goals, wishes and potential needs as they age. Join me and the Thrivent Member Network in learning more about the impact caregiving can have on relationships and finances and how to start those sometimes-uncomfortable conversations. During this event we will review the considerations to make in planning for changes that arise as we age and provide tips for starting healthy conversations with family members that can lead to positive outcomes. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Aging Loved Ones: How to Have the “Heart to Heart” Thursday, May 20 at 8: 00 PM Register Today | bit.ly/HeartToHeartConversations Loved ones getting older? Some conversations can’t wait. Now’s the time for an honest discussion with your parents about their goals, wishes and potential needs as they age. Join me and the Thrivent Member Network in learning more about the impact caregiving can have on relationships and finances and how to start those sometimes-uncomfortable conversations. During this event we will review the considerations to make in planning for changes that arise as we age and provide tips for starting healthy conversations with family members that can lead to positive outcomes. No products will be sold. For additional disclosures, see Thrivent.com/social.

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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