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Insights

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

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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🎃👻 Happy Halloween! 👻🎃 Wishing everyone a night full of fun, costumes, and just the right amount of sugar! 🍬 But while you're out there haunting the candy aisles, remember to not let your budget get spooked. 🧛‍♂️💸 It’s easy to go overboard on treats (especially when the kids have strong opinions), but a little planning goes a long way. Your wallet will thank you tomorrow! Stay safe, stay smart, and have a fang-tastic night! 🕸️🧡 ------- Hi! I'm Vanessa. I'm a Marine Veteran and a Financial Advisor. I help individuals define and attain their financial goals throughout every season of life. The more we understand about our goals and align them with our values, the stronger we become as partners, parents, business owners, leaders, and neighbors. Follow for everyday financial tips and ideas about giving back, building community, and living with purpose. Disclosures: Thrivent .com/social

🎃👻 Happy Halloween! 👻🎃 Wishing everyone a night full of fun, costumes, and just the right amount of sugar! 🍬 But while you're out there haunting the candy aisles, remember to not let your budget get spooked. 🧛‍♂️💸 It’s easy to go overboard on treats (especially when the kids have strong opinions), but a little planning goes a long way. Your wallet will thank you tomorrow! Stay safe, stay smart, and have a fang-tastic night! 🕸️🧡 ------- Hi! I'm Vanessa. I'm a Marine Veteran and a Financial Advisor. I help individuals define and attain their financial goals throughout every season of life. The more we understand about our goals and align them with our values, the stronger we become as partners, parents, business owners, leaders, and neighbors. Follow for everyday financial tips and ideas about giving back, building community, and living with purpose. Disclosures: Thrivent .com/social

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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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I’m officially at the age where my kids speak fluent Gen Z and I need subtitles. With all the “Six Seven” being thrown around, I started to realize just how old I feel and how much slang my kids use that flies right over my head. One minute they’re saying something “hits different,” and the next I’m Googling like it’s a full-time job. Instead of staying confused, I thought I’d turn these moments into something meaningful, not just to teach myself their lingo, but to also sneak in some good life advice while I’m at it. Like the other day, I had a talk with my kiddos about their piggy banks and saving for a rainy day (or building an emergency fund for us adults). I said, "You know what hits different? Knowing you’re financially prepared for the unexpected! You don't have to spend all your pennies on the next Nintendo Switch 2 Game." I got a few eyerolls and someone called me sus (I'll have to look that one up too), but I think I got the point across. Parenting in the digital age is wild, but if I can turn their slang into teachable moments, I’ll call that a win. ------- Hi! I'm Vanessa. I'm a Marine Veteran and a Financial Advisor. I help individuals define and attain their financial goals throughout every season of life. The more we understand about our goals and align them with our values, the stronger we become as partners, parents, business owners, leaders, and neighbors. Follow for everyday financial tips and ideas about giving back, building community, and living with purpose. Disclosures: Thrivent .com/social

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I’m officially at the age where my kids speak fluent Gen Z and I need subtitles. With all the “Six Seven” being thrown around, I started to realize just how old I feel and how much slang my kids use that flies right over my head. One minute they’re saying something “hits different,” and the next I’m Googling like it’s a full-time job. Instead of staying confused, I thought I’d turn these moments into something meaningful, not just to teach myself their lingo, but to also sneak in some good life advice while I’m at it. Like the other day, I had a talk with my kiddos about their piggy banks and saving for a rainy day (or building an emergency fund for us adults). I said, "You know what hits different? Knowing you’re financially prepared for the unexpected! You don't have to spend all your pennies on the next Nintendo Switch 2 Game." I got a few eyerolls and someone called me sus (I'll have to look that one up too), but I think I got the point across. Parenting in the digital age is wild, but if I can turn their slang into teachable moments, I’ll call that a win. ------- Hi! I'm Vanessa. I'm a Marine Veteran and a Financial Advisor. I help individuals define and attain their financial goals throughout every season of life. The more we understand about our goals and align them with our values, the stronger we become as partners, parents, business owners, leaders, and neighbors. Follow for everyday financial tips and ideas about giving back, building community, and living with purpose. Disclosures: Thrivent .com/social

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My family and I just wrapped up our second Thrivent Cause Kit with the Wine To Water project and we had a blast! We got to spend quality family time together assembling water filters and added some heart by writing encouraging notes to the future recipients. It’s amazing knowing these small acts will help make a big difference in someone’s life! Wine To Water is a global nonprofit bringing clean water to communities in need through sustainable solutions like filters, wells, and hygiene education. Every kit we build helps transform lives by unlocking new opportunities through access to clean water. As they say, "Water is just the beginning." It’s amazing what a few hands and generous hearts can do. 💙 Let’s keep the ripple effect going!

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My family and I just wrapped up our second Thrivent Cause Kit with the Wine To Water project and we had a blast! We got to spend quality family time together assembling water filters and added some heart by writing encouraging notes to the future recipients. It’s amazing knowing these small acts will help make a big difference in someone’s life! Wine To Water is a global nonprofit bringing clean water to communities in need through sustainable solutions like filters, wells, and hygiene education. Every kit we build helps transform lives by unlocking new opportunities through access to clean water. As they say, "Water is just the beginning." It’s amazing what a few hands and generous hearts can do. 💙 Let’s keep the ripple effect going!

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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👉 “My kids will figure it out after I’m gone.” This is a common sentiment—and one of the most avoidable estate planning mistakes. A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love. If you have questions or need help getting started, please get in touch. See thrivent.com/social for important disclosures.

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👉 “My kids will figure it out after I’m gone.” This is a common sentiment—and one of the most avoidable estate planning mistakes. A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love. If you have questions or need help getting started, please get in touch. See thrivent.com/social for important disclosures.

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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🎉 SIX-SEVEN! 🌵 Full retirement age at 67 isn’t just cool, it’s groovy, rad, the bee’s knees, bussin, and even solid gold (depending on what decade you're from). But beyond the slang, here’s why it’s a big deal: Reaching full retirement age means you’re eligible for your full Social Security retirement benefits, no early reductions, no penalties. It’s a key milestone in your financial journey and a moment worth celebrating. Whether you’re decades away or just around the corner, planning ahead makes all the difference. Retirement isn’t the end of your journey. It’s the start of a whole new vibe when you've done great planning! ------- Hi! I'm Vanessa. I'm a Marine Veteran and a Financial Advisor. I help individuals define and attain their financial goals throughout every season of life. The more we understand about our goals and align them with our values, the stronger we become as partners, parents, business owners, leaders, and neighbors. Follow for everyday financial tips and ideas about giving back, building community, and living with purpose. Disclosures: Thrivent .com/social

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🎉 SIX-SEVEN! 🌵 Full retirement age at 67 isn’t just cool, it’s groovy, rad, the bee’s knees, bussin, and even solid gold (depending on what decade you're from). But beyond the slang, here’s why it’s a big deal: Reaching full retirement age means you’re eligible for your full Social Security retirement benefits, no early reductions, no penalties. It’s a key milestone in your financial journey and a moment worth celebrating. Whether you’re decades away or just around the corner, planning ahead makes all the difference. Retirement isn’t the end of your journey. It’s the start of a whole new vibe when you've done great planning! ------- Hi! I'm Vanessa. I'm a Marine Veteran and a Financial Advisor. I help individuals define and attain their financial goals throughout every season of life. The more we understand about our goals and align them with our values, the stronger we become as partners, parents, business owners, leaders, and neighbors. Follow for everyday financial tips and ideas about giving back, building community, and living with purpose. Disclosures: 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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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