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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 simple retirement planning questions to ask yourself

Living your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️

Your retirement years can be some of the best of your life, but reaching your financial and lifestyle goals requires planning. Here are five questions to help...

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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🌟 Reflecting on an Incredible Experience at the 2025 Thrivent Business Development Conference! I’m walking away feeling proud! 👏✨ This year’s conference was a powerful reminder of our calling as advisors—to serve with thoughtful, intentional approaches that put our clients at the forefront of the experience! Thrivent continues to set the standard for excellence, and I’m honored to align my practice and career with such a purpose-driven organization. 🙌 Excited to take on Tomorrow… Together!🤝 A huge thank you to the organizers, speakers, and fellow attendees for making this an invaluable experience. 🙏 Looking forward to implementing these insights and continuing to serve my clients with excellence! 🔥 #Thrivent #BDC25 #FinancialServices #AdviceLed #ServiceDriven #PurposeBased #YourFinancialAdvisor #ClientFirst #TomorrowTogether

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🌟 Reflecting on an Incredible Experience at the 2025 Thrivent Business Development Conference! I’m walking away feeling proud! 👏✨ This year’s conference was a powerful reminder of our calling as advisors—to serve with thoughtful, intentional approaches that put our clients at the forefront of the experience! Thrivent continues to set the standard for excellence, and I’m honored to align my practice and career with such a purpose-driven organization. 🙌 Excited to take on Tomorrow… Together!🤝 A huge thank you to the organizers, speakers, and fellow attendees for making this an invaluable experience. 🙏 Looking forward to implementing these insights and continuing to serve my clients with excellence! 🔥 #Thrivent #BDC25 #FinancialServices #AdviceLed #ServiceDriven #PurposeBased #YourFinancialAdvisor #ClientFirst #TomorrowTogether

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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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Are your retirement savings on track?

Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. One option is to fully fund an IRA by April 15. Here are more ways you can boost your savings.

Discover important savings milestones and how you can help boost your savings.

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2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?

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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?

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🎉 2024 Peak Performer and Million Dollar Round Table (MDRT) Producer 👏🎉 As I embark on another year of service, I want to reflect on my 2024 accomplishments and express heartfelt gratitude to the incredible people that contributed to our practice's 23% AUM/AUA growth and my recognition as a 2024 Peak Performer and Million Dollar Round Table (MDRT) Producer! To our clients: You are the real MVPs! Whether sitting across from me at this table or connecting via Zoom, you took action for your future and prioritized the people and causes that matter most. Thank you for allowing us to partner with you on your journey! To my amazing family: Thank you for your unwavering love, encouragement, and support. You are my foundation and inspiration, and I couldn’t do this without you. To our incredible team at Wellington Way Financial Group of Thrivent: A special shout-out to both of our amazing Lisas 🙏—your dedication, professionalism, and unwavering support make everything we do possible. To our strategic alliances and centers of influence: Thank you for your referrals and partnerships. Your alignment with our values and commitment to purposeful advice have been instrumental in our growth. To Thrivent’s community engagement leaders, practice growth professionals, and leadership: Thank you for opening doors to new opportunities and fostering an environment where advisors can truly THRIVE. Your support creates a space for innovation, growth, and success. I am deeply honored to lead this career alongside such remarkable people. Here’s to building on this momentum for even greater success in 2025! Let’s go! 📊 📈 🚀 #celebrate #reflect #appreciate #2024performance #peakperformer #MDRT #service #advice #investment #insurance #generosity #yourfinancialadvisor #WellingtonWayFinancialGroup #Thrivent *Peak Performer is an internal recognition program at Thrivent. *MDRT is an external recognition metric for financial professionals globally. *AUM/AUA - Assets under management / assets under advisement Visit Thrivent.com/social for additional disclosures.

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🎉 2024 Peak Performer and Million Dollar Round Table (MDRT) Producer 👏🎉 As I embark on another year of service, I want to reflect on my 2024 accomplishments and express heartfelt gratitude to the incredible people that contributed to our practice's 23% AUM/AUA growth and my recognition as a 2024 Peak Performer and Million Dollar Round Table (MDRT) Producer! To our clients: You are the real MVPs! Whether sitting across from me at this table or connecting via Zoom, you took action for your future and prioritized the people and causes that matter most. Thank you for allowing us to partner with you on your journey! To my amazing family: Thank you for your unwavering love, encouragement, and support. You are my foundation and inspiration, and I couldn’t do this without you. To our incredible team at Wellington Way Financial Group of Thrivent: A special shout-out to both of our amazing Lisas 🙏—your dedication, professionalism, and unwavering support make everything we do possible. To our strategic alliances and centers of influence: Thank you for your referrals and partnerships. Your alignment with our values and commitment to purposeful advice have been instrumental in our growth. To Thrivent’s community engagement leaders, practice growth professionals, and leadership: Thank you for opening doors to new opportunities and fostering an environment where advisors can truly THRIVE. Your support creates a space for innovation, growth, and success. I am deeply honored to lead this career alongside such remarkable people. Here’s to building on this momentum for even greater success in 2025! Let’s go! 📊 📈 🚀 #celebrate #reflect #appreciate #2024performance #peakperformer #MDRT #service #advice #investment #insurance #generosity #yourfinancialadvisor #WellingtonWayFinancialGroup #Thrivent *Peak Performer is an internal recognition program at Thrivent. *MDRT is an external recognition metric for financial professionals globally. *AUM/AUA - Assets under management / assets under advisement Visit Thrivent.com/social for additional disclosures.

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Happy New Year! Wishing your family a very blessed 2025.

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Happy New Year! Wishing your family a very blessed 2025.

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.

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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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