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Insights

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

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Preparing for the what-ifs in life

Wondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.

Thrivent clients work to get their financial—and personal—house in order.

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Just a few of the reasons I love my job and working with my clients. 📲(571) 970-0454 For disclosure information, see thrivent.com/social Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #RICP®️ #ilovemyjobatthrivent

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Just a few of the reasons I love my job and working with my clients. 📲(571) 970-0454 For disclosure information, see thrivent.com/social Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #RICP®️ #ilovemyjobatthrivent

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Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.

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Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.

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Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4075vRo

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Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4075vRo

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Learn how we put your goals and values at the center of your plan. 📱 (571) 970-0454 See thrivent.com/social for important disclosures. #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance

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Learn how we put your goals and values at the center of your plan. 📱 (571) 970-0454 See thrivent.com/social for important disclosures. #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance

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Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

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Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

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I'm grateful for the encouragement that I've received. For disclosure information, see thrivent.com/social #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #thrivent

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I'm grateful for the encouragement that I've received. For disclosure information, see thrivent.com/social #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #thrivent

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How to start an emergency fund—the right way

Planning ahead for emergencies can help reduce your stress as they happen. 💡 Here are tips to start an emergency fund.

When Ben Franklin declared that nothing is certain except death and taxes, he probably could have added unplanned expenses to the list. Because where money...

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage.

How much life insurance should you have? As life changes, so does the answer to that question.

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Breathing in the crisp mountain air and taking in the stunning views at Massanutten Resort, nestled in the heart of the Blue Ridge Mountains, VA was quite an experience. 🌄✨ Whether it’s exploring the trails, enjoying the peaceful scenery, or simply unwinding, there’s something wonderful about this place. #MassanuttenResort #BlueRidgeMountains #MountainRetreat #NatureLovers For disclosure information, see thrivent.com/social.

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Breathing in the crisp mountain air and taking in the stunning views at Massanutten Resort, nestled in the heart of the Blue Ridge Mountains, VA was quite an experience. 🌄✨ Whether it’s exploring the trails, enjoying the peaceful scenery, or simply unwinding, there’s something wonderful about this place. #MassanuttenResort #BlueRidgeMountains #MountainRetreat #NatureLovers For disclosure information, 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.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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