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Insights

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

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Even when you retire, inflation continues to rise. This is why it's essential for your retirement plan to incorporate strategies aimed at preserving your purchasing power over time. For disclosure information, see thrivent.com/social.

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Even when you retire, inflation continues to rise. This is why it's essential for your retirement plan to incorporate strategies aimed at preserving your purchasing power over time. For disclosure information, see thrivent.com/social.

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We’re rolling up our sleeves and giving back—one stretch of road at a time! Team Seneca Group has officially adopted a road in our local community. 🌳🚮 Why? Because we believe in being good stewards—not just of finances, but of the places we call home. It’s one small way we’re showing our commitment to service, care, and keeping our community beautiful. 💚 For disclosure information, see thrivent.com/social. #TeamSenecaGroup #AdoptARoad #CommunityStewardship #LiveGenerously #Thrivent #LocalImpact

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We’re rolling up our sleeves and giving back—one stretch of road at a time! Team Seneca Group has officially adopted a road in our local community. 🌳🚮 Why? Because we believe in being good stewards—not just of finances, but of the places we call home. It’s one small way we’re showing our commitment to service, care, and keeping our community beautiful. 💚 For disclosure information, see thrivent.com/social. #TeamSenecaGroup #AdoptARoad #CommunityStewardship #LiveGenerously #Thrivent #LocalImpact

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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🎯 5 Years from Retirement? It’s time to focus on: 🔹 Income needs 🔹 Health care costs 🔹 Social Security timing 🔹 Tax-efficient withdrawals #PreRetirement #IncomeStrategy #RetirementReady For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Kelly Walter had a great time representing our team at a local elementary school career fair! 🍎✨ It was such a fun opportunity to introduce young students to what we do and inspire curiosity about future careers. From big questions to bright smiles, their enthusiasm was contagious! We’re always proud to support career exploration at every age. 🌟 #CareerFair #CommunityOutreach #FutureDreamers #TeamHighlights #ElementaryEngagement For more information visit Thrivent.com/social.

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Kelly Walter had a great time representing our team at a local elementary school career fair! 🍎✨ It was such a fun opportunity to introduce young students to what we do and inspire curiosity about future careers. From big questions to bright smiles, their enthusiasm was contagious! We’re always proud to support career exploration at every age. 🌟 #CareerFair #CommunityOutreach #FutureDreamers #TeamHighlights #ElementaryEngagement For more information visit Thrivent.com/social.

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO For disclosure information, see thrivent.com/social.

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO For disclosure information, see thrivent.com/social.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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Let's navigate changes in your financial journey with confidence. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Let's navigate changes in your financial journey with confidence. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Tax diversification = more control over your future income and tax brackets. #TaxStrategy #RetirementPlanning #SmartInvesting For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Tax diversification = more control over your future income and tax brackets. #TaxStrategy #RetirementPlanning #SmartInvesting For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Ready to design the life and future you dream of? #LegacyPlanning #LifeWellLived #BuildYourLegacy See thrivent.com/social for important disclosures.

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Ready to design the life and future you dream of? #LegacyPlanning #LifeWellLived #BuildYourLegacy See thrivent.com/social for important disclosures.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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