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Insights

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

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Are you confident that you have enough life insurance coverage? If you need to reassess your needs, let’s schedule time to connect. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

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Are you confident that you have enough life insurance coverage? If you need to reassess your needs, let’s schedule time to connect. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

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Thrivent clients put generosity in action

Love hearing stories of how Thrivent clients are giving back! If you need a bit of good news today, check out these inspiring gestures of generosity.

Thrivent Action Teams help clients make a difference in ways that matter....

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Unexpected twists and turns in life can change our plans all too quickly. But the unexpected loss of income due to a sudden illness or injury doesn’t have to derail your finances. #DisabilityIncomeInsurance

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Unexpected twists and turns in life can change our plans all too quickly. But the unexpected loss of income due to a sudden illness or injury doesn’t have to derail your finances. #DisabilityIncomeInsurance

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Surviving the holidays without blowing the budget Article

The holidays can be an expensive time, especially for the generous, the charitable and the sociable, but with a little planning you can enjoy the season of giving while sticking to your budget: https://bit.ly/3eMJnDX

If you’ve ever emerged from the holidays cash poor and buried in credit card debt, you’re not alone. About three-quarters of Americans (76%) have exceeded...

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Get the Mail Out of the Oven: Transform Your Life at Home Dec 3 | Register at https://bit.ly/3eFP2vx Join us for an exclusive online event with speaker, author, and productivity expert, Audrey Thomas of Organized Audrey. In this fun and entertaining presentation, you’ll learn what causes disorganization, how to adapt new practices that contribute to greater productivity, as well as new strategies for organizing your stuff – in the office, the kitchen, and even your closets! No products will be sold. Audrey Thomas is not affiliated or endorsed by Thrivent.

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Get the Mail Out of the Oven: Transform Your Life at Home Dec 3 | Register at https://bit.ly/3eFP2vx Join us for an exclusive online event with speaker, author, and productivity expert, Audrey Thomas of Organized Audrey. In this fun and entertaining presentation, you’ll learn what causes disorganization, how to adapt new practices that contribute to greater productivity, as well as new strategies for organizing your stuff – in the office, the kitchen, and even your closets! No products will be sold. Audrey Thomas is not affiliated or endorsed by Thrivent.

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With the Christmas season over, it’s a good time to make some New Year’s financial resolutions. Give me a call or shoot me an email, and we’ll get started.

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With the Christmas season over, it’s a good time to make some New Year’s financial resolutions. Give me a call or shoot me an email, and we’ll get started.

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The stock market’s ups and downs this year making you a little nervous about 2019? Maybe it’s time to update your investment portfolio or retirement assets. We can get together, talk about risk and reward, and make changes if necessary. Here’s to a financially confident new year!

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The stock market’s ups and downs this year making you a little nervous about 2019? Maybe it’s time to update your investment portfolio or retirement assets. We can get together, talk about risk and reward, and make changes if necessary. Here’s to a financially confident new year!

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Did you know you can contribute to your IRA up to April 15th of next year – and doing so might help reduce your 2018 taxes? The income limits to qualify went up a little this year. Let's connect – and work through the numbers. *Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Did you know you can contribute to your IRA up to April 15th of next year – and doing so might help reduce your 2018 taxes? The income limits to qualify went up a little this year. Let's connect – and work through the numbers. *Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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It can be challenging to start thinking about your 2019 finances during the holiday season. But make an appointment for early January, and we’ll get you ready for the coming year.

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It can be challenging to start thinking about your 2019 finances during the holiday season. But make an appointment for early January, and we’ll get you ready for the coming year.

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Quick tip: If possible, try to carve out some time during the holiday season to start organizing your 2018 financial affairs. It’ll help make tax time less stressful. And if you have a refund coming, you could get it sooner.

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Quick tip: If possible, try to carve out some time during the holiday season to start organizing your 2018 financial affairs. It’ll help make tax time less stressful. And if you have a refund coming, you could get it sooner.

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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