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Insights

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

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Today is Insurance Awareness Day — a reminder to take a closer look at your coverage and ensure you’re prepared for life’s unexpected moments. Protecting what matters most starts with having the right plan in place. 🛡️ For disclosure information, see Thrivent.com/social. #InsuranceAwarenessDay #FinancialProtection #Insurance

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Today is Insurance Awareness Day — a reminder to take a closer look at your coverage and ensure you’re prepared for life’s unexpected moments. Protecting what matters most starts with having the right plan in place. 🛡️ For disclosure information, see Thrivent.com/social. #InsuranceAwarenessDay #FinancialProtection #Insurance

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Savvy Social Security Tuesday, June 30 at 1:00 p.m. & 7:30 p.m. Register today: https://bit.ly/Savvy_SS When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. No products will be sold. See thrivent.com/social for additional disclosures.

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Savvy Social Security Tuesday, June 30 at 1:00 p.m. & 7:30 p.m. Register today: https://bit.ly/Savvy_SS When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. No products will be sold. See thrivent.com/social for additional disclosures.

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Savvy Tax Strategies Tuesday, June 23 at 1:00 p.m. & 7:30 p.m. Register today: https://bit.ly/SavvyTaxes Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. No products will be sold. See Thrivent.com/social for additional disclosures.

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Savvy Tax Strategies Tuesday, June 23 at 1:00 p.m. & 7:30 p.m. Register today: https://bit.ly/SavvyTaxes Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. No products will be sold. See Thrivent.com/social for additional disclosures.

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Happy Father’s Day from Western Reserve Financial Associates💙 Today we celebrate the dads, grandfathers, mentors, and father figures who lead with strength, support, and love. Thank you for the guidance, encouragement, and unwavering support you provide today—and every day. #FathersDay #CelebrateDad #Family

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Happy Father’s Day from Western Reserve Financial Associates💙 Today we celebrate the dads, grandfathers, mentors, and father figures who lead with strength, support, and love. Thank you for the guidance, encouragement, and unwavering support you provide today—and every day. #FathersDay #CelebrateDad #Family

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Happy #Juneteenth! On behalf of Western Reserve Financial Associates, we recognize Juneteenth as an important day in our nation’s history and join in honoring the values of freedom, unity, and continued progress.

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Happy #Juneteenth! On behalf of Western Reserve Financial Associates, we recognize Juneteenth as an important day in our nation’s history and join in honoring the values of freedom, unity, and continued progress.

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Savvy Tax Strategies Tuesday, June 23 at 1:00 p.m. & 7:30 p.m. Register today: https://bit.ly/SavvyTaxes Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. No products will be sold. See Thrivent.com/social for additional disclosures.

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Savvy Tax Strategies Tuesday, June 23 at 1:00 p.m. & 7:30 p.m. Register today: https://bit.ly/SavvyTaxes Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. No products will be sold. See Thrivent.com/social for additional disclosures.

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Happy Flag Day! On behalf of Western Reserve Financial Associates, we’re proud to honor the American flag and the values of freedom, unity, and patriotism it represents. Today, we celebrate the spirit of unity and the ideals that continue to bring us together as a nation. #FlagDay #USA

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Happy Flag Day! On behalf of Western Reserve Financial Associates, we’re proud to honor the American flag and the values of freedom, unity, and patriotism it represents. Today, we celebrate the spirit of unity and the ideals that continue to bring us together as a nation. #FlagDay #USA

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How to Age-Proof Your Retirement Plan

Living longer is one of life’s greatest blessings — and it also means taking a thoughtful approach to planning for the future. A strong financial strategy can help provide greater confidence, flexibility, and long-term financial security for the years ahead. At Western Reserve Financial Associates, our team is here to help guide you through every stage of your financial journey with clarity and confidence. For disclosure information, see Thrivent.com/social. #FinancialWellness #RetirementPlanning #FinancialConfidence

Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live.

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As summer approaches, it’s a meaningful time to focus on connection, community, and the lasting impact of giving back. Put #Generosity in Action this summer by leading a #ThriventActionTeam! Explore ideas, tools, and inspiration for your next project through the Thrivent Action Teams Hub. For disclosure information, see Thrivent.com/social.

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As summer approaches, it’s a meaningful time to focus on connection, community, and the lasting impact of giving back. Put #Generosity in Action this summer by leading a #ThriventActionTeam! Explore ideas, tools, and inspiration for your next project through the Thrivent Action Teams Hub. For disclosure information, see Thrivent.com/social.

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Happy National Donut Day! 🍩 Celebrate today with your favorite sweet treat and enjoy a little extra joy along the way. #NationalDonutDay

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Happy National Donut Day! 🍩 Celebrate today with your favorite sweet treat and enjoy a little extra joy along the way. #NationalDonutDay

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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