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Insights

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

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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Are you at full retirement age? Reach out to learn more about taking full Social Security benefits at age 67. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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Are you at full retirement age? Reach out to learn more about taking full Social Security benefits at age 67. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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Estate Preservation for the Next Generation Webinar Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Tuesday, October 28th at 1pm and 7pm ET Visit the registration link to RSVP today: https://bit.ly/NortheastOct or scan the QR code with the camera on your smartphone. Share this invitation with someone who might find this information helpful. No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Estate Preservation for the Next Generation Webinar Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Tuesday, October 28th at 1pm and 7pm ET Visit the registration link to RSVP today: https://bit.ly/NortheastOct or scan the QR code with the camera on your smartphone. Share this invitation with someone who might find this information helpful. No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Estate Preservation for the Next Generation Webinar Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Tuesday, October 28th at 1pm and 7pm ET Visit the registration link to RSVP today: https://bit.ly/NortheastOct or scan the QR code with the camera on your smartphone. Share this invitation with someone who might find this information helpful. No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Estate Preservation for the Next Generation Webinar Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Tuesday, October 28th at 1pm and 7pm ET Visit the registration link to RSVP today: https://bit.ly/NortheastOct or scan the QR code with the camera on your smartphone. Share this invitation with someone who might find this information helpful. No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Is your goal to grow, serve others and lead with purpose? Join us in a career where you can thrive. As a Thrivent financial advisor, you’ll benefit from: ✔️ A supportive culture rooted in values and community ✔️ Attractive income potential ✔️ Ongoing training and development ✔️ Flexible career paths tailored to your goals ✔️ Work that makes a lasting impact Start your journey 👉 thriventcareers.com/4nUFcbC

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Is your goal to grow, serve others and lead with purpose? Join us in a career where you can thrive. As a Thrivent financial advisor, you’ll benefit from: ✔️ A supportive culture rooted in values and community ✔️ Attractive income potential ✔️ Ongoing training and development ✔️ Flexible career paths tailored to your goals ✔️ Work that makes a lasting impact Start your journey 👉 thriventcareers.com/4nUFcbC

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What You Need to Know About the Housing Allowance The minister’s housing allowance is a unique, complex element of ministerial compensation that can provide a significant benefit for qualifying employees. Join Chris Purnell, Partner and Tax Counsel at CapinCrouse for essential insights including: How the minister’s housing allowance works? Who qualifies? How to properly designate and report it? And more. We’ll also discuss the requirements, common issues to avoid and considerations for retired ministers. Thursday, October 2 at 2:00 p.m. EST Registration is required: https://bit.ly/4lhzxea No products will be sold. Concepts presented are intended for educational purposes. This information should not be considered investment advice or a recommendation of any particular security, strategy, or product. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. CapinCrouse is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Chris Purnell and CapinCrouse are their own and not necessarily those of Thrivent or its affiliates.

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What You Need to Know About the Housing Allowance The minister’s housing allowance is a unique, complex element of ministerial compensation that can provide a significant benefit for qualifying employees. Join Chris Purnell, Partner and Tax Counsel at CapinCrouse for essential insights including: How the minister’s housing allowance works? Who qualifies? How to properly designate and report it? And more. We’ll also discuss the requirements, common issues to avoid and considerations for retired ministers. Thursday, October 2 at 2:00 p.m. EST Registration is required: https://bit.ly/4lhzxea No products will be sold. Concepts presented are intended for educational purposes. This information should not be considered investment advice or a recommendation of any particular security, strategy, or product. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. CapinCrouse is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Chris Purnell and CapinCrouse are their own and not necessarily those of Thrivent or its affiliates.

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Life insurance checkup

Time for a closer look at your plan? Even strong financial plans need upkeep. Discover reasons to explore a proactive check-in and why it’s worth revisiting areas like insurance coverage, savings and tax strategy. ⬇️

A life insurance checkup helps you make sure your coverage continues to protect the people and promises that are important to you. Evaluate your coverage.

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

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Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

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What You Need to Know About the Housing Allowance The minister’s housing allowance is a unique, complex element of ministerial compensation that can provide a significant benefit for qualifying employees. Join Chris Purnell, Partner and Tax Counsel at CapinCrouse for essential insights including: How the minister’s housing allowance works? Who qualifies? How to properly designate and report it? And more. We’ll also discuss the requirements, common issues to avoid and considerations for retired ministers. Thursday, October 2 at 2:00 p.m. EST Registration is required: https://bit.ly/4lhzxea No products will be sold. Concepts presented are intended for educational purposes. This information should not be considered investment advice or a recommendation of any particular security, strategy, or product. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. CapinCrouse is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Chris Purnell and CapinCrouse are their own and not necessarily those of Thrivent or its affiliates.

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What You Need to Know About the Housing Allowance The minister’s housing allowance is a unique, complex element of ministerial compensation that can provide a significant benefit for qualifying employees. Join Chris Purnell, Partner and Tax Counsel at CapinCrouse for essential insights including: How the minister’s housing allowance works? Who qualifies? How to properly designate and report it? And more. We’ll also discuss the requirements, common issues to avoid and considerations for retired ministers. Thursday, October 2 at 2:00 p.m. EST Registration is required: https://bit.ly/4lhzxea No products will be sold. Concepts presented are intended for educational purposes. This information should not be considered investment advice or a recommendation of any particular security, strategy, or product. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. CapinCrouse is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Chris Purnell and CapinCrouse are their own and not necessarily those of Thrivent or its affiliates.

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.

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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