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Insights

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

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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...

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How to protect your family financially over the years

Check out these ways to help protect the income your loved ones depend on—now and in the future.

Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it...

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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. #AnnuityAwarenessMonth

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...

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Thrivent Multi-Year Guarantee Annuity™️

When you're looking for solutions that help offer predictability and security – especially in an uncertain market – your options aren't just limited to CDs, high-yield savings accounts and traditional fixed annuities. Thrivent's Multi-Year Guarantee Annuity is another strong option. See how much you could earn and view the current rates. Not applicable in: MS and OR

A Multi-Year Guarantee Annuity (MYGA) can help bring predictable growth to your investment portfolio with guaranteed rates for a set time period.

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How annuities work & when you might need one

Should an annuity be part of your retirement strategy? Take a look at the different types of annuities and why you might want to consider one.

An annuity is an insurance contract that guarantees income in retirement. It can guarantee income for a set period of time (such as 25 years) or for the rest...

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Thrivent offers four types of #lifeinsurance: Term, Whole, Universal and Variable. Not sure which one is right for you and your family? I'm here to help you navigate your options and select the best plan. Learn more: https://bit.ly/3x9ty4L #GetLifeInsurance #Thrivent

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Thrivent offers four types of #lifeinsurance: Term, Whole, Universal and Variable. Not sure which one is right for you and your family? I'm here to help you navigate your options and select the best plan. Learn more: https://bit.ly/3x9ty4L #GetLifeInsurance #Thrivent

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What is the best way to save for retirement?

While preparing for retirement looks different for everyone, a holistic savings strategy often has three key components: 1. Investments 2. Social Security 3. Other guaranteed income sources Check out this article to learn more about each, plus common retirement saving roadblocks to avoid.

Most people want to know the best way to save for retirement, thinking it's a simple, clear-cut answer. But there's no single way to ensure you have the right...

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Thrivent proudly celebrates another year of ethical recognition

For the 12th year in a row, Thrivent has been named one of the World’s Most Ethical Companies. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.

Today, Thrivent is celebrating being named as one of the World's Most Ethical Companies for the 12th year in a row—more than a decade of being recognized as a...

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What to do with your 401(k) when you're leaving your job

Transitioning to a new career and not sure what to do with your 401(k)? Whether you transfer it to your new employer or leave it with your old employer, these pros and cons may help you decide what to do next.

An estimated 16 million Americans who’ve left their jobs have also abandoned retirement-account assets, usually because it was a relatively small amount they...

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Pairing a Roth IRA with your 401(k)

Having a 401(k) may not cover all of your retirement needs. Have you considered pairing a Roth IRA with your Traditional 401(k)? Here are some benefits of having both.

Having a Roth IRA and a 401(k) can be a helpful step in your retirement planning. Learn more about the differences between the two and benefits of both.

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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