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Insights

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

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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Celebrating 20 years of Thrivent Asset Allocation Funds

Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.

Marking two decades of strong performance through market cycles, we celebrate the 20-year journey of Thrivent Asset Allocation Funds.

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Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the...

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Upcoming Online Event: Savvy Social Security Tuesday, June 24 at 1 p.m. Tuesday, June 24 at 7:30 p.m. When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. Register: https://tinyurl.com/2znp59r5 No products will be sold. See thrivent.com/social for additional disclosures.

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Upcoming Online Event: Savvy Social Security Tuesday, June 24 at 1 p.m. Tuesday, June 24 at 7:30 p.m. When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. Register: https://tinyurl.com/2znp59r5 No products will be sold. See thrivent.com/social for additional disclosures.

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Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.

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Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.

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Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Upcoming Online Event: Savvy Tax Strategies Tuesday, June 10 at 1 p.m. Tuesday, June 10 at 7:30 p.m. Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. Join us for this virtual workshop, Savvy Tax Strategies. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. No products will be sold. See thrivent.com/social for additional disclosures. Register: https://thrivent.zoom.us/webinar/register/4517370571842/WN_2kqhzCYFQZassJgPKIAqnA#/registration?referenceId=buckeye-financial-advisors

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Upcoming Online Event: Savvy Tax Strategies Tuesday, June 10 at 1 p.m. Tuesday, June 10 at 7:30 p.m. Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. Join us for this virtual workshop, Savvy Tax Strategies. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. No products will be sold. See thrivent.com/social for additional disclosures. Register: https://thrivent.zoom.us/webinar/register/4517370571842/WN_2kqhzCYFQZassJgPKIAqnA#/registration?referenceId=buckeye-financial-advisors

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The importance of estate planning: Protecting your people, property & privacy

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.

When you hear or read the word "estate," perhaps images flash in your mind of diamond jewelry, garden parties and gleaming yachts. So if you don't have any of...

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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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