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Insights

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

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At Thrivent, our mission is clear: 👉 Help Christians be wise with money so they can live generously. No matter where you’re starting from, we’ll walk with you—step by step—toward your goals. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. #FaithAndFinance #WiseWithMoney #TaxEfficientPlanning #RetirementGoals #ChristianFinance #FinancialGuidanceWithPurpose

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At Thrivent, our mission is clear: 👉 Help Christians be wise with money so they can live generously. No matter where you’re starting from, we’ll walk with you—step by step—toward your goals. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. #FaithAndFinance #WiseWithMoney #TaxEfficientPlanning #RetirementGoals #ChristianFinance #FinancialGuidanceWithPurpose

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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I’m proud to continue helping individuals and families align their finances with their faith and values. At Thrivent, we believe money is a tool—not a goal—and I’m honored to walk alongside clients as they plan for a life full of meaning and generosity. 📞 571-970-0454 💬 Let’s talk about your goals and dreams! #FaithAndFinance #Thrivent #AlexandriaVA #PurposeBasedPlanning #FinancialGuidance For disclosure information, see thrivent.com/social.

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I’m proud to continue helping individuals and families align their finances with their faith and values. At Thrivent, we believe money is a tool—not a goal—and I’m honored to walk alongside clients as they plan for a life full of meaning and generosity. 📞 571-970-0454 💬 Let’s talk about your goals and dreams! #FaithAndFinance #Thrivent #AlexandriaVA #PurposeBasedPlanning #FinancialGuidance For disclosure information, see thrivent.com/social.

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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

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In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals 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. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. 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.

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In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals 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. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. 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.

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🍁 Fall colors, porch pumpkins, and perfect golf weather — feeling extra thankful for days like these! ⛳ Grateful for good company too — always a great time golfing with my friend Rafael! And yes, those brownie pics from the farmers market were just too good not to share. 😋🎃 #FallGolf #GratefulHeart #PumpkinSeason #FarmersMarketFinds #LiveGenerously For disclosure information, see thrivent.com/social.

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🍁 Fall colors, porch pumpkins, and perfect golf weather — feeling extra thankful for days like these! ⛳ Grateful for good company too — always a great time golfing with my friend Rafael! And yes, those brownie pics from the farmers market were just too good not to share. 😋🎃 #FallGolf #GratefulHeart #PumpkinSeason #FarmersMarketFinds #LiveGenerously For disclosure information, see thrivent.com/social.

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A Thrivent Multi-Year Guaranteed Annuity (MYGA) can offer: -Competitive fixed rates -Tax-deferred growth -Guaranteed income options for retirement Keep your money working for you — not sitting idle. Let’s talk about whether a MYGA could be a smarter next step than renewing that CD. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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A Thrivent Multi-Year Guaranteed Annuity (MYGA) can offer: -Competitive fixed rates -Tax-deferred growth -Guaranteed income options for retirement Keep your money working for you — not sitting idle. Let’s talk about whether a MYGA could be a smarter next step than renewing that CD. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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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