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Insights

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

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There are upsides to having an estate plan in place. Here are reasons why an estate plan could be right for you. Please note there are costs associated with creating and setting up an estate plan. See thrivent.com/social for important disclosures.

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There are upsides to having an estate plan in place. Here are reasons why an estate plan could be right for you. Please note there are costs associated with creating and setting up an estate plan. See thrivent.com/social for important disclosures.

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Preparing for the what-ifs in life

Wondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.

Thrivent clients work to get their financial—and personal—house in order.

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Thrivent offers four types of life insurance: Term, Whole, Universal and Variable. Not sure which one is right for you and your family? We're here to help you navigate your options and select the right plan. Learn more: https://bit.ly/4dIz2GX

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Thrivent offers four types of life insurance: Term, Whole, Universal and Variable. Not sure which one is right for you and your family? We're here to help you navigate your options and select the right plan. Learn more: https://bit.ly/4dIz2GX

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage.

How much life insurance should you have? As life changes, so does the answer to that question.

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The Balanced Homebuying Calculator is here to help you find the sweet spot between living, saving and giving. This tool isn’t just about what you can afford—it’s about ensuring you live comfortably while staying true to your financial goals and values. Check out the calculator here: https://bit.ly/3zcHjU7

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The Balanced Homebuying Calculator is here to help you find the sweet spot between living, saving and giving. This tool isn’t just about what you can afford—it’s about ensuring you live comfortably while staying true to your financial goals and values. Check out the calculator here: https://bit.ly/3zcHjU7

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Home improvement project in the works? Have a short-term financial need? A home equity term loan or home equity line of credit may be a good option depending on how much you need and how it will be used. See if a home equity loan is right for you: https://bit.ly/3VRO5aR

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Home improvement project in the works? Have a short-term financial need? A home equity term loan or home equity line of credit may be a good option depending on how much you need and how it will be used. See if a home equity loan is right for you: https://bit.ly/3VRO5aR

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Imagine the relief your beneficiaries will experience when you leave them a plan that’s already been well thought through. That’s the power of estate planning. See thrivent.com/social for important disclosures.

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Imagine the relief your beneficiaries will experience when you leave them a plan that’s already been well thought through. That’s the power of estate planning. See thrivent.com/social for important disclosures.

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Pro tip: Set a yearly calendar reminder to check your beneficiary designations. It just takes a few minutes to add it to your phone.

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Pro tip: Set a yearly calendar reminder to check your beneficiary designations. It just takes a few minutes to add it to your phone.

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How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

If you’re at or near retirement, you’ve likely given a lot of thought to Social Security: how much you’ll receive, when to start taking it, and the role it...

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Think about the impact that could make on your kids’ future or a charity you care about. Let’s connect and talk about ways Thrivent Trust Company can ensure your trust or estate is managed as efficiently as possible. Learn more: https://bit.ly/3SWqIe8

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Think about the impact that could make on your kids’ future or a charity you care about. Let’s connect and talk about ways Thrivent Trust Company can ensure your trust or estate is managed as efficiently as possible. Learn more: https://bit.ly/3SWqIe8

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

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