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Insights

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

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Our office will be closed on the following days: November 24th-25th, 2023. Have a happy and safe Thanksgiving!

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Our office will be closed on the following days: November 24th-25th, 2023. Have a happy and safe Thanksgiving!

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Take a look at the resource below with some helpful questions to consider.

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Take a look at the resource below with some helpful questions to consider.

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

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Make time in two next weeks for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Make time in two next weeks for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Make time in two next weeks for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Make time in two next weeks for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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Make time in two next weeks for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Make time in two next weeks for our free workshop, “Are You a Constrained Investor? (and Why It's Important to Know)” where we'll discover how income -- not wealth -- creates your standard of living in retirement. Register today: https://bit.ly/AreYouAConstrainedInvestor No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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5 powerful retirement lessons from current retirees

Looking for additional ways to prepare for a comfortable retirement? Recent retirees offer these 5 tips.

Imagine that you never have to work another day in your life. What would you do? Pursue a passion project? Spend more time with your family? Or get more...

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Will you benefit from a Roth Conversion? Schedule a strategy session today and find out. #finacialplanning If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. See thrivent.com/social for additional information.

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Will you benefit from a Roth Conversion? Schedule a strategy session today and find out. #finacialplanning If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. See thrivent.com/social for additional information.

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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