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Insights

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

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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Are You a Constrained Investor? (and Why It's Important to Know) with David Macchia Tues. Nov. 14 @ 12:00 p.m. & 7:30 p.m. OR Thurs. Nov. 16 @ 6:30 p.m There's still time to attend our free workshop to learn ways to fill the income gap between what Social Security provides and your total monthly expenses. Sign up now! https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Are You a Constrained Investor? (and Why It's Important to Know) with David Macchia Tues. Nov. 14 @ 12:00 p.m. & 7:30 p.m. OR Thurs. Nov. 16 @ 6:30 p.m There's still time to attend our free workshop to learn ways to fill the income gap between what Social Security provides and your total monthly expenses. Sign up now! https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given. #VeteransDay

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Make time next week for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. REGISTER TODAY: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social

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Make time next week for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. REGISTER TODAY: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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Navigating Awkward Financial Conversations with Erin Lowry Tues. Oct. 17 @ 12:00 p.m. & 7:30 p.m. OR Thurs. Oct. 19 @ 6:30 p.m. There’s still time to attend our free online workshop, “Navigating Awkward Financial Conversation” with Erin Lowry, on October 17th or 19th to get tools you need to initiate awkward money conversations with your loved ones. REGISTER TODAY: https://bit.ly/Lowry-Thrivent No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Navigating Awkward Financial Conversations with Erin Lowry Tues. Oct. 17 @ 12:00 p.m. & 7:30 p.m. OR Thurs. Oct. 19 @ 6:30 p.m. There’s still time to attend our free online workshop, “Navigating Awkward Financial Conversation” with Erin Lowry, on October 17th or 19th to get tools you need to initiate awkward money conversations with your loved ones. REGISTER TODAY: https://bit.ly/Lowry-Thrivent No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Navigating Awkward Financial Conversations with Erin Lowry Tues. Oct. 17 @ 12:00 p.m. & 7:30 p.m. OR Thurs. Oct. 19 @ 6:30 p.m Meet Erin Lowry, author of ‘Broke Millennial’, joining us LIVE online October 17th and 19th to break down the discomfort and frustration that can come with financial conversations amongst loved ones. RSVP today: https://bit.ly/Lowry-Thrivent https://video.thrivent.com/view/shTVduKmTv0ormlvhNrl5a No products will be sold at this event. For additional disclosures, see Thrivent.com/social

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Navigating Awkward Financial Conversations with Erin Lowry Tues. Oct. 17 @ 12:00 p.m. & 7:30 p.m. OR Thurs. Oct. 19 @ 6:30 p.m Meet Erin Lowry, author of ‘Broke Millennial’, joining us LIVE online October 17th and 19th to break down the discomfort and frustration that can come with financial conversations amongst loved ones. RSVP today: https://bit.ly/Lowry-Thrivent https://video.thrivent.com/view/shTVduKmTv0ormlvhNrl5a No products will be sold at this event. For additional disclosures, see Thrivent.com/social

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Navigating Awkward Financial Conversations with Erin Lowry Tues. Oct. 17 @ 12:00 p.m. & 7:30 p.m. OR Thurs. Oct. 19 @ 6:30 p.m. Want help talking to your parents, adult children, or partner about money? Join us for a free online workshop, “Navigating Awkward Financial Conversations” with special guest Erin Lowry. REGISTER TODAY: https://bit.ly/Lowry-Thrivent No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Navigating Awkward Financial Conversations with Erin Lowry Tues. Oct. 17 @ 12:00 p.m. & 7:30 p.m. OR Thurs. Oct. 19 @ 6:30 p.m. Want help talking to your parents, adult children, or partner about money? Join us for a free online workshop, “Navigating Awkward Financial Conversations” with special guest Erin Lowry. REGISTER TODAY: https://bit.ly/Lowry-Thrivent No products will be sold at this event. 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 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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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