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Insights

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

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Parenting goals: Living generously and showing the next generation how it’s done. Here’s how to get the entire family involved: https://bit.ly/3U5d6ht

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Parenting goals: Living generously and showing the next generation how it’s done. Here’s how to get the entire family involved: https://bit.ly/3U5d6ht

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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Having an extended care strategy is not just for you, but also your loved ones. You can help reduce stress for yourself and loved ones by planning ahead for the future. Together, let’s consider the factors of your future health care needs and how you may fund it.

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Having an extended care strategy is not just for you, but also your loved ones. You can help reduce stress for yourself and loved ones by planning ahead for the future. Together, let’s consider the factors of your future health care needs and how you may fund it.

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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Solo 401(k): Definition, rules & taxes

Being your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️

Being your own boss offers a lot of rewards. You're independent. You set your own schedule and choose the projects you'll do. But it also means you're entirely...

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Navigating open enrollment: 5 ways to make the best choices for your family

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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Make generosity central to your estate plan. Get guaranteed income for the rest of your life and know the charity or organization you care about will be taken care of when you pass. That’s the power of a charitable gift annuity. Plus, it could help reduce income, estate and inheritance taxes. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.

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Make generosity central to your estate plan. Get guaranteed income for the rest of your life and know the charity or organization you care about will be taken care of when you pass. That’s the power of a charitable gift annuity. Plus, it could help reduce income, estate and inheritance taxes. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.

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You’ve been working hard to prepare for retirement. Now, let's help make sure you're protected from market and economic uncertainty. Together, we can review your current strategy and make any adjustments to help you stay on track. See thrivent.com/social for important disclosures.

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You’ve been working hard to prepare for retirement. Now, let's help make sure you're protected from market and economic uncertainty. Together, we can review your current strategy and make any adjustments to help you stay on track. See thrivent.com/social for important disclosures.

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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred investment growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A variable annuity is a type of annuity that includes subaccounts invested in the stock market. No matter how its investments perform, a variable annuity can...

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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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