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News and Insights

Together, we can have your income working as hard as you do. 📱(715) 544-1122 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

Let's work together to optimize your retirement strategy. https://connect.thrivent.com/voyage-financial-advisors See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Retirement might seem far away, but the earlier you start planning, the more confident you will be headed into the future. Here’s why: 1️⃣ Time = Growth ⏳ The power of compound interest means the earlier you start saving, the more your money can grow. Even small contributions now can lead to significant wealth later! 2️⃣ Flexibility & Freedom 🎯 Early planning gives you more choices—whether it’s retiring early, traveling, or pursuing passion projects. You won’t be stuck working longer than you want to. 3️⃣ Confidence 😌 Planning ahead helps you navigate unexpected expenses and ensures you can maintain your desired lifestyle. It’s never too early (or too late) to take control of your retirement! #RetirementPlanning #WealthBuilding #FinancialFreedom See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

🛡️ Life changes like buying a home, starting a family, or retiring mean it’s time for a review. Let’s make sure you’re protected where it matters most. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(715) 544-1122 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Choice Dollars may be directed through multiple channels: • Online by visiting Thrivent.com/thriventchoice. Click on "log in" at the top right of your screen and enter your MyThrivent user ID and password. • Call 800-847-4836 and when prompted, say "Thrivent Choice." For disclosure information, see thrivent.com/social

The starting block of every relationship is taking time to get to know you and understanding your goals so we can craft a customized financial plan. ➡️https://connect.thrivent.com/voyage-financial-advisors See thrivent.com/social for important disclosures.

Your legacy isn’t just about what you leave behind—it’s about who you prepare to carry it forward. For more information visit Thrivent.com/social.

By understanding the aspects of taxable accounts, you'll be better equipped to build a diverse approach to achieving your short- and long-term financial goals. Connect with our team of professionals. For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Trying to get your finances on track? Learn more about healthy financial habits you can start doing today to avoid overspending and live within your means. ⬇️ https://bit.ly/40kXSrX For disclosure information, see thrivent.com/social.

Let's review the 2025 updates, together! For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Oua has been working for Thrivent since 2010. He joined the team in June of 2024. Prior to this, he has worked in primarily business and operations management roles for both medical and technology industries. Communities Served: Wisconsin: Eau Claire and Wausau Minnesota: Minneapolis and St. Paul For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Given these upcoming changes, it’s advisable to, review your tax situation. Together, we can assess how these adjustments may impact your financial planning. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Let's review these changes together. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Visit our website to learn more about our team! ➡️https://connect.thrivent.com/voyage-financial-advisors For more information visit Thrivent.com/social.

Happy New Year! Wishing your family a very blessed 2025.

In September 2023, Cathy married her husband, Craig. They both share a love for outdoor activities such as snowmobiling, side-by-side riding, fishing, and campfires. Communities Served: Iron County, Dickinson County and surrounding counties For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Our team uses a holistic approach when coordinating insurance, investments, tax-efficiency, succession planning, and estate planning. Managing wealth is not our sole purpose. We believe that money is a tool, not a goal. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

"Today in the town of David a Savior has been born to you; he is the Messiah, the Lord." - Luke 2:11 Merry Christmas! We rejoice in the birth of Jesus, the greatest gift the world ever received.