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Insights

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

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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2025 Tax Season Reminder: Key Deadlines & Tips! As we approach tax season, here are some important reminders to help you stay on track and avoid unnecessary penalties: Tax Filing Deadline – Most individuals must file their federal income tax return by Tuesday, April 15, 2025. However, if you’re in a designated disaster area, the IRS may grant you extra time. Check the IRS website for details. -Need More Time? – You can file for an extension using IRS Form 4868 to push your filing deadline to October 15, 2025. But keep in mind—an extension to file is NOT an extension to pay. You’ll still need to estimate and pay your taxes by April 15 to avoid penalties and interest. -Owe Taxes? File Anyway! – Even if you can’t pay in full, file your return and pay as much as possible to reduce penalties. The IRS offers installment agreements and other options if you need help with payments. -Expecting a Refund? – File as soon as possible! The IRS typically issues refunds within 21 days if you e-file and opt for direct deposit. To avoid delays, avoid filing a paper return. -IRA Contribution Deadline – You can still contribute to your IRA for the 2024 tax year until April 15, 2025 (unless granted additional time due to disaster relief). For informational purposes only. Not financial, legal, or tax advice. Full disclosures: Thrivent.com/disclosures #TaxSeason #FinancialPlanning #IRSFiling #TaxDeadline #WealthManagement

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2025 Tax Season Reminder: Key Deadlines & Tips! As we approach tax season, here are some important reminders to help you stay on track and avoid unnecessary penalties: Tax Filing Deadline – Most individuals must file their federal income tax return by Tuesday, April 15, 2025. However, if you’re in a designated disaster area, the IRS may grant you extra time. Check the IRS website for details. -Need More Time? – You can file for an extension using IRS Form 4868 to push your filing deadline to October 15, 2025. But keep in mind—an extension to file is NOT an extension to pay. You’ll still need to estimate and pay your taxes by April 15 to avoid penalties and interest. -Owe Taxes? File Anyway! – Even if you can’t pay in full, file your return and pay as much as possible to reduce penalties. The IRS offers installment agreements and other options if you need help with payments. -Expecting a Refund? – File as soon as possible! The IRS typically issues refunds within 21 days if you e-file and opt for direct deposit. To avoid delays, avoid filing a paper return. -IRA Contribution Deadline – You can still contribute to your IRA for the 2024 tax year until April 15, 2025 (unless granted additional time due to disaster relief). For informational purposes only. Not financial, legal, or tax advice. Full disclosures: Thrivent.com/disclosures #TaxSeason #FinancialPlanning #IRSFiling #TaxDeadline #WealthManagement

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Do you need life insurance? Questions to ask yourself & your family

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like...

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Thrivent financial advisors provide expert advice, helping people navigate uncertainty with confidence and clarity. Join us for a deeply purposeful and financially rewarding career: thriventcareers.com/4hWlMQP

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Thrivent financial advisors provide expert advice, helping people navigate uncertainty with confidence and clarity. Join us for a deeply purposeful and financially rewarding career: thriventcareers.com/4hWlMQP

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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.

When should you get life insurance? For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children...

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Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

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Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

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Meet Shabnam Lotfi – An experienced immigration attorney ready to help you navigate the path to your Green Card or U.S. citizenship. Join us for an insightful webinar where Shabnam will share the expertise she’s gained from handling numerous complex immigration cases. Learn directly from an expert who is passionate about helping you succeed. 🗓️ Date: March 3rd ⏰ Time: 6:00 PM - 7:00 PM ET Register now: https://bit.ly/4hYtDNs Don’t miss this chance to get your questions answered! Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Speaker is not affiliated with Thrivent. Views are their own. No products will be sold, visit thrivent.com/social #ImmigrationLaw #GreenCardJourney #USCitizenship #FreeWebinar #ExpertAdvice #USImmigrationQandA #GreenCardJourney

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Meet Shabnam Lotfi – An experienced immigration attorney ready to help you navigate the path to your Green Card or U.S. citizenship. Join us for an insightful webinar where Shabnam will share the expertise she’s gained from handling numerous complex immigration cases. Learn directly from an expert who is passionate about helping you succeed. 🗓️ Date: March 3rd ⏰ Time: 6:00 PM - 7:00 PM ET Register now: https://bit.ly/4hYtDNs Don’t miss this chance to get your questions answered! Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Speaker is not affiliated with Thrivent. Views are their own. No products will be sold, visit thrivent.com/social #ImmigrationLaw #GreenCardJourney #USCitizenship #FreeWebinar #ExpertAdvice #USImmigrationQandA #GreenCardJourney

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If you:​ • Value generosity and making a community impact.​ • Want a support network and access to mentorship.​ • Have a desire to help people reach their financial goals.​ 💼 You could have a lucrative career as a Thrivent financial advisor. Explore opportunities: thriventcareers.com/3EtoBdj​

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If you:​ • Value generosity and making a community impact.​ • Want a support network and access to mentorship.​ • Have a desire to help people reach their financial goals.​ 💼 You could have a lucrative career as a Thrivent financial advisor. Explore opportunities: thriventcareers.com/3EtoBdj​

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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