News and Insights
Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move.
🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging.
🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk.
Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you.
See thrivent.com/social for important disclosures.
Join me for a FREE Educational Workshop...
Social Security: Timing is Everything
Thursday, July 17th, 2025
Time 5:30-7pm
Burlington High School – Library (2nd Floor)
400 McCanna Parkway
Burlington, WI
RSVP: Jen 262-806-4728 or jen.grimme@thrivent.com
No products will be sold. Visit thrivent.com/social
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56
With the average mortgage payment hovering higher than the cost of rent in many markets, first-time home buyers may wonder if it’s better to continue renting. Here’s what to consider:
🔑 Renting may be easier on your budget now—but the cost of rent will keep rising.
🏠 Buying costs more upfront, but offers payment stability and the chance to build equity over time.
Buying a home is one of the biggest financial choices you’ll make. Let’s connect and explore what’s right for you—whether that’s buying now or preparing for later.
See thrivent.com/social for important disclosures.
Celebrating 20 years of Thrivent Asset Allocation Funds
Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss
What is a variable annuity & how does it work?
A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb
Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss.
See thrivent.com/social for important disclosures.
Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together.
If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet.
See thrivent.com/social for important disclosures.
Are you and your partner on the same page about your finances? Having a clear understanding of each other’s financial perspectives and goals can bring you closer as a couple. Here are tips for starting those conversations: https://bit.ly/4iAWWph
We’re expanding our financial advisor teams across the country to meet growing demand for values-based financial guidance. We’re actively looking for people who want to make a meaningful impact through their work.
Here’s what you can expect:
✅ Competitive training and pay
✅ Team-based culture
✅ Nationwide roles with flexible options
Learn more about our exciting push for growth in this Wealth Management article: https://bit.ly/4muewP0
Discover more about the Thrivent financial advisor career: thriventcareers.com/43DUGcF
So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals.
Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises.
See thrivent.com/social for important disclosures.
Join me for an “Estate Preservation for the Next Generation”
Special Viewing on Tuesday, May 13th at 6pm CT.
Thrivent - 189 E. Chestnut Street
Burlington, WI
Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
No products will be sold. See thrivent.com/social for additional disclosures.
RSVP at https://connect.thrivent.com/shoreline-group/events
Join me for an “Estate Preservation for the Next Generation”
Special Viewing on Tuesday, May 13th at 6pm CT.
Thrivent - 189 E. Chestnut Street
Burlington, WI
Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
No products will be sold. See thrivent.com/social for additional disclosures.
RSVP at https://connect.thrivent.com/shoreline-group/events
Join me for an “Estate Preservation for the Next Generation”
Special Viewing on Tuesday, May 13th at 6pm CT.
Thrivent - 189 E. Chestnut Street
Burlington, WI
Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
No products will be sold. See thrivent.com/social for additional disclosures.
RSVP at https://connect.thrivent.com/shoreline-group/events
Join me for an “Estate Preservation for the Next Generation”
Special Viewing on Tuesday, May 13th at 6pm CT.
Thrivent - 189 E. Chestnut Street
Burlington, WI
Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
No products will be sold. See thrivent.com/social for additional disclosures.
RSVP at https://connect.thrivent.com/shoreline-group/events