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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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Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.

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Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.

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

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

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

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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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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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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Get a college savings plan in place. That way, you can spend less time worrying about how you’ll pay for their college, and more time enjoying moments like these. Have questions? Here to be a resource for you! See thrivent.com/social for important disclosures.

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Get a college savings plan in place. That way, you can spend less time worrying about how you’ll pay for their college, and more time enjoying moments like these. Have questions? Here to be a resource for you! See thrivent.com/social for important disclosures.

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It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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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...

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.

Not all team members may provide all products, programs and services in all states.

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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