Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

How to make financial decisions that reflect your values

Money decisions aren't just about numbers; they're about your heartstrings! 💓 Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰 Learn: 1. Identify your core values through self-reflection. 2. Set SMART goals in line with your values. 3. Seek professional advice for a purpose-driven financial strategy. Read more. 👇

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

Image VIEW MORE +
Image

November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

Image VIEW MORE +
Image

Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create lasting a legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

Image Read Post
Image

In TWO days I will be hosting a free workshop: Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. Guest speaker Michael Farrance, ChFC®️, CLU, FIC of Thrivent will be presenting at this event. Date: November 1, 2023 Time: 6:00 PM Location: One Nation Tap & Table in Battle Creek RSVP today on my website or by calling (269) 832-7472. Website: https://connect.thrivent.com/william-annis/events No products will be sold. See thrivent.com/social for important disclosures.

Image

In TWO days I will be hosting a free workshop: Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. Guest speaker Michael Farrance, ChFC®️, CLU, FIC of Thrivent will be presenting at this event. Date: November 1, 2023 Time: 6:00 PM Location: One Nation Tap & Table in Battle Creek RSVP today on my website or by calling (269) 832-7472. Website: https://connect.thrivent.com/william-annis/events No products will be sold. See thrivent.com/social for important disclosures.

Image Read Post
Image

There's still space available for our free November 1st workshop, Social Security: Timing Is Everything. This will be held at One Nation Tap & Table in Battle Creek. Learn more about how you can optimize Social Security. No products will be sold. You can RSVP by call me at (269) 832-7472 or on my website. Website: https://connect.thrivent.com/william-annis/events

Image

There's still space available for our free November 1st workshop, Social Security: Timing Is Everything. This will be held at One Nation Tap & Table in Battle Creek. Learn more about how you can optimize Social Security. No products will be sold. You can RSVP by call me at (269) 832-7472 or on my website. Website: https://connect.thrivent.com/william-annis/events

Image Read Post
Image

I am offering a free workshop: Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. Guest speaker Michael Farrance, ChFC®️, CLU, FIC of Thrivent will be presenting at this event. Date: November 1, 2023 Time: 6:00 PM Location: One Nation Tap & Table in Battle Creek RSVP on my website or by calling (269) 832-7472. Website: https://connect.thrivent.com/william-annis/events No products will be sold. See thrivent.com/social for important disclosures.

Image

I am offering a free workshop: Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. Guest speaker Michael Farrance, ChFC®️, CLU, FIC of Thrivent will be presenting at this event. Date: November 1, 2023 Time: 6:00 PM Location: One Nation Tap & Table in Battle Creek RSVP on my website or by calling (269) 832-7472. Website: https://connect.thrivent.com/william-annis/events No products will be sold. See thrivent.com/social for important disclosures.

Image VIEW MORE +
Image

4th Quarter 2023 Market Outlook: Entering the turn

The stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.

The Fed intends to keep interest rates higher for longer, and that stress of higher interest rates is beginning to take its toll on the economy.

Image Read Post
Image

Join us on November 1st for our free workshop, Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. No products will be sold. Guest speaker Michael Farrance, ChFC, CLU, FIC will be presenting. Register on my website to reserve your spot: https://connect.thrivent.com/william-annis/events

Image

Join us on November 1st for our free workshop, Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. No products will be sold. Guest speaker Michael Farrance, ChFC, CLU, FIC will be presenting. Register on my website to reserve your spot: https://connect.thrivent.com/william-annis/events

Image Read Post
Image

Ready to take the next step in your financial journey? Let's connect. 🚀💼🌟 See thrivent.com/social for disclosures. #FinancialGoals #FinancialPlanning #FinancialAdvisor

Image

Ready to take the next step in your financial journey? Let's connect. 🚀💼🌟 See thrivent.com/social for disclosures. #FinancialGoals #FinancialPlanning #FinancialAdvisor

Image VIEW MORE +
Image

The benefits of beneficiary planning

You have many options and factors to consider when making decisions about setting up your IRA beneficiaries. Learn more about the key types of beneficiary designations you may want to consider.

The unexpected can happen, so it’s important to have a beneficiary plan. While it’s wise to have an estate plan, designating beneficiaries for retirement or...

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

Thrivent logo

Copyright: © 2023 Thrivent. All rights reserved.