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Insights

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

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Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help your strategy flex with life’s fluctuations. For disclosure information, see thrivent.com/social

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Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help your strategy flex with life’s fluctuations. For disclosure information, see thrivent.com/social

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Do I Need Life Insurance? Questions To Ask Yourself and Your Family.

Wondering if you need life insurance? Here are some helpful aspects to consider.

Not sure how to start a conversation with your family about life insurance? First, understand your priorities and how you can better protect them if something...

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The benefits of life insurance: What you need to know

There are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? We can set up time to talk more about your life insurance options. (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)

Life insurance is an essential component to a responsible financial plan - and anyone from a 20-year-old student to a 70-year-old widow can enjoy the benefits...

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December 2021 Market Update: Strong earnings, rising production offset inflation and COVID-19 concerns

Despite inflation concerns and a new variant of COVID-19, stocks did not change much in November. Read Thrivent's full market outlook to learn more.

Stocks were volatile but little changed in October, rattled by rising inflation and new COVID-19 variants but bolstered by strong corporate earnings and rising...

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Start your education savings with a Coverdell plan

If you plan to put away money for your children's or grandchildren's education, a Coverdell Education Savings Account (CESA) may be a good place to start. Take a look to see if this option could be right for you.

If you plan to put away some money for the education of your children or grandchildren, a good place to start may be a Coverdell Education Savings Account...

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2022 Market Outlook: Pondering a post-pandemic market environment

With disruptions from the past two years of the pandemic, what does the forecast look like for next year’s market? Read on for Thrivent’s 2022 Market Outlook.

The U.S. economy and equity market have staged a surprisingly impressive recovery from the pandemic-induced lows of 2020....

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If you’re self-employed, you can still benefit from a tax-deferred retirement plan

If you’re self-employed, a Simplified Employee Pension Plan (SEP) may allow you to contribute thousands of dollars each year to a tax-deferred account. This can be a helpful tool when planning for your retirement.

If you’re self-employed, you can open a Simplified Employee Pension Plan (SEP) that may allow you to contribute thousands of dollars each year to a tax...

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A low-cost retirement plan for small business owners

Learn more about Simplified Employee Pension Plans (SEP) and how they can help Small business owners offer employees (and themselves) a tax-deferred retirement savings plan similar to a 401(k).

Small business owners can offer employees (and themselves) a tax-deferred retirement savings plan similar to the plans offered by larger corporations – but...

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Thrivent Large Cap Growth Fund recognized by Investor’s Business Daily

Read why Lauri Brunner, a Thrivent Senior Portfolio Manager, received recognition from Investor’s Business Daily for her successful management of the Thrivent Large Cap Growth Fund (THLCX).

Lauri Brunner, Senior Portfolio Manager, shares how the Fund ‘seeks future Amazons.’...

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Surviving the holidays without blowing the budget

Giving gifts and making merry doesn’t have to empty your wallet. Here are a few tips to help you survive the holidays without running up your credit card debt.

If you tend to spend more than you can afford on holiday gifts and events, here are a few tips to help you survive the holidays without running up your credit...

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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