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Insights

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

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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🌟 $1,900,000 of Charitable Impact 🌟 Congrats to Impact the Palm Beaches on 10 years of giving to support local nonprofits! I am thrilled to be a member! Thank you to our Founders Deborah Johnson, CFRE and Bridget Baratta for your vision. Our Tri-Presidents Christine DelVecchio, Lisa Johnson and Grace Kurian will carry on the baton of leadership in Philanthropy this year! In 2025, we will give up to $500,000 to grant recipients and merit recipients doing the work to improve our communities, serve others and enhance our way of life!! Applications are now open! Visit www.impactpalmbeaches.org for eligibility requirements and learn more! Here's to many more years of Impact! 🥂 Great seeing: Stephanie Edison Kelly O'Neil Anne Clermont Dr. Deeawn Roundtree, DBA, D. Min., SHRM-SCP, Certified Leadership Trainer, Coach, and Speaker Andrea Greenspan, AICI CIC Jennifer Snow and others #womeninphilanthropy #impact #palmbeach #livegenerously #service #communityfocused #yourfinancialadvisor #WellingtonWayFinancialGroup #Thrivent Impact the Palm Beaches is not affiliated with Thrivent. Visit Thrivent.com/social for additional disclosures.

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🌟 $1,900,000 of Charitable Impact 🌟 Congrats to Impact the Palm Beaches on 10 years of giving to support local nonprofits! I am thrilled to be a member! Thank you to our Founders Deborah Johnson, CFRE and Bridget Baratta for your vision. Our Tri-Presidents Christine DelVecchio, Lisa Johnson and Grace Kurian will carry on the baton of leadership in Philanthropy this year! In 2025, we will give up to $500,000 to grant recipients and merit recipients doing the work to improve our communities, serve others and enhance our way of life!! Applications are now open! Visit www.impactpalmbeaches.org for eligibility requirements and learn more! Here's to many more years of Impact! 🥂 Great seeing: Stephanie Edison Kelly O'Neil Anne Clermont Dr. Deeawn Roundtree, DBA, D. Min., SHRM-SCP, Certified Leadership Trainer, Coach, and Speaker Andrea Greenspan, AICI CIC Jennifer Snow and others #womeninphilanthropy #impact #palmbeach #livegenerously #service #communityfocused #yourfinancialadvisor #WellingtonWayFinancialGroup #Thrivent Impact the Palm Beaches is not affiliated with Thrivent. Visit Thrivent.com/social for additional disclosures.

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As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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🌟 Event Highlights 🌟 Thank you to everyone who join us for the Dance from Diabetes hosted by Monarch Health Services, sponsored by Wellington Way Financial Group of Thrivent! It is critical we take action to improve our physical health if we desire longevity! Similarly it is equally important to improve our financial wellness through proper planning, protection and investment strategies to match our expected life span! Let's be intentional! Connect with us to start a conversation about your financial future! Office: 561-584-9086 https://connect.thrivent.com/shanell-foster #yourhealthandyourwealth #dancefromdiabetes #communityfocused #givingback #planwell #WellingtonWayFinancialGroup #Thrivent #financialplanning #insurance #investment #connect Thrivent is not affiliated with Monarch Health Services. Visit Thrivent.com/social for additional disclosures.

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🌟 Event Highlights 🌟 Thank you to everyone who join us for the Dance from Diabetes hosted by Monarch Health Services, sponsored by Wellington Way Financial Group of Thrivent! It is critical we take action to improve our physical health if we desire longevity! Similarly it is equally important to improve our financial wellness through proper planning, protection and investment strategies to match our expected life span! Let's be intentional! Connect with us to start a conversation about your financial future! Office: 561-584-9086 https://connect.thrivent.com/shanell-foster #yourhealthandyourwealth #dancefromdiabetes #communityfocused #givingback #planwell #WellingtonWayFinancialGroup #Thrivent #financialplanning #insurance #investment #connect Thrivent is not affiliated with Monarch Health Services. Visit Thrivent.com/social for additional disclosures.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Your financial plan can be structured to help protect, strengthen and potentially grow what you’ve built with solutions designed to meet your business and personal goals. Ready to take the next step? Let’s connect. See thrivent.com/social for important disclosures.

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Your financial plan can be structured to help protect, strengthen and potentially grow what you’ve built with solutions designed to meet your business and personal goals. Ready to take the next step? Let’s connect. See thrivent.com/social for important disclosures.

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Solo 401(k): Definition, rules & taxes

Being your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️

Being your own boss offers a lot of rewards. You're independent. You set your own schedule and choose the projects you'll do. But it also means you're entirely...

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Navigating open enrollment: 5 ways to make the best choices for your family

With open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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🌟 Exciting News! 🌟 I am deeply honored to be selected by the Global Business Development Center (GBDC) Entrepreneurship Institute as a recipient of the 2024 Rising Star Entrepreneur Under 40 Award! 🏅 This recognition is truly humbling, and I’m grateful for the opportunity to inspire the next generation of entrepreneurs, particularly those looking to grow and thrive in the financial advisory and wealth management space. I look forward to celebrating this achievement at the Annual Awards Gala in November! 🏆 Thank you to everyone who has supported me on this journey! #Entrepreneurship #ExcellenceInService #WellingtonWayFinancialGroup #Thrivent #InspiringFutureLeaders #FinancialAdvice #WealthManagement

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🌟 Exciting News! 🌟 I am deeply honored to be selected by the Global Business Development Center (GBDC) Entrepreneurship Institute as a recipient of the 2024 Rising Star Entrepreneur Under 40 Award! 🏅 This recognition is truly humbling, and I’m grateful for the opportunity to inspire the next generation of entrepreneurs, particularly those looking to grow and thrive in the financial advisory and wealth management space. I look forward to celebrating this achievement at the Annual Awards Gala in November! 🏆 Thank you to everyone who has supported me on this journey! #Entrepreneurship #ExcellenceInService #WellingtonWayFinancialGroup #Thrivent #InspiringFutureLeaders #FinancialAdvice #WealthManagement

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How to prepare for the risks to your retirement savings

Retiring means you'll be embarking on a new phase of life. Plan now to ensure your next chapter is protected against these common retirement risks. ⬇️

Retiring means you'll be embarking on a brand-new phase of life. To enjoy it to the fullest, you need to know that you've saved enough, the income sources you...

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.

Designations

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

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