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Insights

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

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Please join us for these upcoming events and support seniors in our community. https://mingleandjinglestmichael.eventbrite.com https://mingleandjinglemonticello.eventbrite.com

Please join us for these upcoming events and support seniors in our community. https://mingleandjinglestmichael.eventbrite.com https://mingleandjinglemonticello.eventbrite.com

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Giving back is good for your heart. Thrivent Action Teams are a great way to make a positive impact in your community. To get started: https://bit.ly/3SiXp3h #WorldHeartDay #UseHeart

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Giving back is good for your heart. Thrivent Action Teams are a great way to make a positive impact in your community. To get started: https://bit.ly/3SiXp3h #WorldHeartDay #UseHeart

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Do you have outstanding federal student loans? You may qualify for student loan debt relief from the U.S. Department of Education. Learn more: https://bit.ly/3LIO8Pz

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Do you have outstanding federal student loans? You may qualify for student loan debt relief from the U.S. Department of Education. Learn more: https://bit.ly/3LIO8Pz

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What is financial independence? How and why to achieve it

The journey to financial independence looks different for every person. Here are a variety of tools and techniques that can help you achieve financial independence.

People often may wonder "What is financial independence?" out of a desire to feel less dependent on their jobs. Whether chronic illness makes working full time...

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Are #studentloans dominating your life (or your finances)? Money Canvas, Thrivent's free online money coaching program, helps you find creative ways to save more and spend less. Connect with a friendly coach to get your spending under control, making it easier to tackle #studentdebt head on --> https://bit.ly/3QDqyEC

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Are #studentloans dominating your life (or your finances)? Money Canvas, Thrivent's free online money coaching program, helps you find creative ways to save more and spend less. Connect with a friendly coach to get your spending under control, making it easier to tackle #studentdebt head on --> https://bit.ly/3QDqyEC

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On this World Gratitude Day, I’m grateful for you—my clients who inspire me every day. #WorldGratitudeDay

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On this World Gratitude Day, I’m grateful for you—my clients who inspire me every day. #WorldGratitudeDay

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With Fall right around the corner, take some time to review and adjust your financial goals for the new season.

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With Fall right around the corner, take some time to review and adjust your financial goals for the new season.

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You don’t have to be rich to be generous. Making a simple change to your retirement plan could help you pass down more to the people—and causes—you care about most. You choose your approach: ➜ Keep your retirement plan as-is: Your heirs are burdened with paying taxes on the amount they receive – at their tax rate. ➜ Plan with future generations in mind: Your beneficiaries may pay less in taxes on the amount they receive, leaving them more of what you envisioned. ➜ Plan with future generations and charity in mind. Your loved ones pay no income tax on the amount they receive and organizations you love receive an income tax-free benefit. Questions? Let’s talk! Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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You don’t have to be rich to be generous. Making a simple change to your retirement plan could help you pass down more to the people—and causes—you care about most. You choose your approach: ➜ Keep your retirement plan as-is: Your heirs are burdened with paying taxes on the amount they receive – at their tax rate. ➜ Plan with future generations in mind: Your beneficiaries may pay less in taxes on the amount they receive, leaving them more of what you envisioned. ➜ Plan with future generations and charity in mind. Your loved ones pay no income tax on the amount they receive and organizations you love receive an income tax-free benefit. Questions? Let’s talk! Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Life Insurance 101

What is life insurance and why do I need it? Check out this short, informational video and let's connect and discuss what options exist, so you can find the right coverage for you. If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited. #LIAM22

Life Insurance 101 (branded)

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The benefits of life insurance: What you need to know

From income support to leaving a legacy, life insurance can provide benefits to both you and your loved ones in different ways. Take a look at these 7 key benefits of life insurance. #LIAM22

Life insurance is a symbol of dedication to the people we care about – empowering you to protect your loved ones while also potentially benefiting financially.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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