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Insights

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

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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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You're invited: Savvy Tax Strategies Workshop Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. Financial advisor Eric Werlinger will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. You’ll also learn how to avoid common — and costly — mistakes regarding your investments, health care and estate. Location: North Oaks Community Room, 100 Village Center Drive, North Oaks When: 6 p.m. Wednesday, Nov. 8 RSVP with Carol Van Rooy at (651) 219-5833 or carol.vanrooy@thrivent.com. No products will be sold. For more information visit Thrivent.com/social. 27764-11M R12-20

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You're invited: Savvy Tax Strategies Workshop Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. Financial advisor Eric Werlinger will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. You’ll also learn how to avoid common — and costly — mistakes regarding your investments, health care and estate. Location: North Oaks Community Room, 100 Village Center Drive, North Oaks When: 6 p.m. Wednesday, Nov. 8 RSVP with Carol Van Rooy at (651) 219-5833 or carol.vanrooy@thrivent.com. No products will be sold. For more information visit Thrivent.com/social. 27764-11M R12-20

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy? A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime. Learn more 👉 https://bit.ly/3EGbeTW

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Embrace your golden years with confidence

When planning for retirement, sometimes it’s best to expect the unexpected. It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care. Explore your options and reach out to discuss. 👇

Explore new strategies for your retirement that can help ensure your savings last a lifetime.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs. #LifeInsuranceAwarenessMonth #LIAM23

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs. #LifeInsuranceAwarenessMonth #LIAM23

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How to avoid running out of money in retirement

“Will I outlast my retirement savings?” It’s a common concern, but planning for retirement shouldn’t be a guessing game. Check out these four actionable steps to stretch your money further in retirement. 👇

People preparing for retirement may be wondering if they’ve saved enough. Those nearing or in retirement may be wondering if it will last.

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Is crowdfunding a reliable option for covering medical or funeral expenses? Take a look at these crowdfunding limitations and let’s talk about how you can take steps today to protect your family: https://bit.ly/3ZmkR42 #LifeInsuranceAwarenessMonth #LIAM23

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Is crowdfunding a reliable option for covering medical or funeral expenses? Take a look at these crowdfunding limitations and let’s talk about how you can take steps today to protect your family: https://bit.ly/3ZmkR42 #LifeInsuranceAwarenessMonth #LIAM23

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When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/3qTxuqe #LifeInsuranceAwarenessMonth #LIAM23

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When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/3qTxuqe #LifeInsuranceAwarenessMonth #LIAM23

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Heart for Hunger Gopher Movie Night - Huntington Bank Stadium Join Thrivent on the home field of the Minnesota Golden Gophers for an outdoor movie showing of Sonic the Hedgehog on Huntington Bank Stadium’s massive videoboard. Take part in a large action team before movie begins and help raise food and funds for Union Gospel Mission Twin Cities food distribution efforts. Donate to Heart for Hunger online, at the stadium, or bring non-perishable food to the event. Suggested food items include rice, cake mix, oatmeal, granola bars, and noodles. • Gates and concession open at 6 pm • Activities/Service Project run from 6 to 7 pm • Movie starts at 7:30 pm Click on the REGISTER link to reserve your movie ticket today. https://www.eventbrite.com/e/twin-cities-h4h-gopher-movie-night-charitable-event-tickets-642280136177?aff=KaulVanRooy No products will be sold. For more information visit Thrivent.com/social.

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Heart for Hunger Gopher Movie Night - Huntington Bank Stadium Join Thrivent on the home field of the Minnesota Golden Gophers for an outdoor movie showing of Sonic the Hedgehog on Huntington Bank Stadium’s massive videoboard. Take part in a large action team before movie begins and help raise food and funds for Union Gospel Mission Twin Cities food distribution efforts. Donate to Heart for Hunger online, at the stadium, or bring non-perishable food to the event. Suggested food items include rice, cake mix, oatmeal, granola bars, and noodles. • Gates and concession open at 6 pm • Activities/Service Project run from 6 to 7 pm • Movie starts at 7:30 pm Click on the REGISTER link to reserve your movie ticket today. https://www.eventbrite.com/e/twin-cities-h4h-gopher-movie-night-charitable-event-tickets-642280136177?aff=KaulVanRooy No products will be sold. For more information visit Thrivent.com/social.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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