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Insights

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

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☀️ Summer is the perfect time to spread kindness, strengthen your community, and make generosity a way of life. Whether you're supporting a local nonprofit, organizing a service project, or helping neighbors in need, a Thrivent Action Team can help bring your ideas to life. Explore inspiration and resources for your next project on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 For disclosure information, see Thrivent.com/social. #Generosity #ThriventActionTeam #GivingBack

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☀️ Summer is the perfect time to spread kindness, strengthen your community, and make generosity a way of life. Whether you're supporting a local nonprofit, organizing a service project, or helping neighbors in need, a Thrivent Action Team can help bring your ideas to life. Explore inspiration and resources for your next project on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 For disclosure information, see Thrivent.com/social. #Generosity #ThriventActionTeam #GivingBack

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Celebrating Independent Retailer Month! 🛍️ Independent retailers are the heart of our communities, bringing unique products, personal connections, and local impact to the places we call home. A strong financial plan can help support long-term growth and resilience — from managing cash flow today to preparing for the future. Thoughtful financial strategies can help business owners stay focused on what they do best: serving their customers. For disclosure information, see Thrivent.com/social. #IndependentRetailerMonth #SmallBusiness #FinancialPlanning

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Celebrating Independent Retailer Month! 🛍️ Independent retailers are the heart of our communities, bringing unique products, personal connections, and local impact to the places we call home. A strong financial plan can help support long-term growth and resilience — from managing cash flow today to preparing for the future. Thoughtful financial strategies can help business owners stay focused on what they do best: serving their customers. For disclosure information, see Thrivent.com/social. #IndependentRetailerMonth #SmallBusiness #FinancialPlanning

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"Grow your wealth the same way you grow success—with patience, purpose, and persistence." #WisdomWednesday

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"Grow your wealth the same way you grow success—with patience, purpose, and persistence." #WisdomWednesday

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Money talks: How to instill financial values in your kids at any age

The conversations you have about money today can help shape your child's confidence, values, and future for years to come. Discover age-appropriate tips to help make those conversations easier in the article below. 💙 For disclosure information, see Thrivent.com/social.

Most Americans believe it’s the parents’ job to teach their kids about money. Yet many don’t. Early money lessons are critical, but it’s also never too late...

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"Great financial journeys are built one saved dollar at a time." #SavingsSaturday

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"Great financial journeys are built one saved dollar at a time." #SavingsSaturday

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Thrivent’s recent Market & Economic Update highlighted how major influences like AI, oil and inflation are playing out across the economy. In short: Markets are up, but so is uncertainty—and gains tend to be concentrated. Having a solid long-term financial strategy is usually your best defense. Watch the full update here: https://bit.ly/3T9oifd And feel free to reach out to our team if you’d like to discuss ways to hone your current mix.

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Thrivent’s recent Market & Economic Update highlighted how major influences like AI, oil and inflation are playing out across the economy. In short: Markets are up, but so is uncertainty—and gains tend to be concentrated. Having a solid long-term financial strategy is usually your best defense. Watch the full update here: https://bit.ly/3T9oifd And feel free to reach out to our team if you’d like to discuss ways to hone your current mix.

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🐶📸 Happy National Dog Photography Day! 🐾 Grab your camera and celebrate the joy, loyalty, and unconditional love our furry friends bring to our lives. Share a favorite photo of your beloved pup and help make the day a little brighter! 🦴❤️ #NationalDogPhotographyDay #DogLovers #FurryFriends #PawsAndPictures

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🐶📸 Happy National Dog Photography Day! 🐾 Grab your camera and celebrate the joy, loyalty, and unconditional love our furry friends bring to our lives. Share a favorite photo of your beloved pup and help make the day a little brighter! 🦴❤️ #NationalDogPhotographyDay #DogLovers #FurryFriends #PawsAndPictures

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As another school year begins, it's the perfect time to think beyond the classroom and start planning for your child's future. Small steps today can help create more opportunities tomorrow. Ready to start planning for your child's future? Contact our office to begin the conversation. 🍎📚 For disclosure information, see Thrivent.com/social.

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As another school year begins, it's the perfect time to think beyond the classroom and start planning for your child's future. Small steps today can help create more opportunities tomorrow. Ready to start planning for your child's future? Contact our office to begin the conversation. 🍎📚 For disclosure information, see Thrivent.com/social.

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Use This 5-Step Summer Savings Challenge to Get Ahead by Fall

☀️ Turn summer savings into future financial confidence. A simple savings challenge can help you build your holiday fund, strengthen emergency savings, and pay down debt before the holidays arrive. Small, consistent steps today can lead to big results tomorrow. 💰 For disclosure information, see Thrivent.com/social. #SummerSavings #FinancialWellness #MoneyTips

A simple summer savings challenge can help you save more money and get ahead before Thanksgiving.

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5 Tax-Saving Strategies for a Better Retirement, From a Financial Planner

Retirement planning is about more than saving—it’s about making your money work smarter for you. With more time on your side, you can fine-tune cash flow, lower tax burdens, and create a more reliable income stream in retirement. A thoughtful strategy today can help set you up for greater confidence tomorrow. Connect with Western Reserve Financial Associates today to start preparing for the retirement you’ve been working toward. While Thrivent does not provide specific tax advice, we can partner with you and your tax professional. For additional disclosure information, see Thrivent.com/social #RetirementReadiness #TaxStrategy #FutureFocused

Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.

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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