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Insights

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

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Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk. 👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes. If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss. See thrivent.com/social for important disclosures.

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Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk. 👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes. If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss. See thrivent.com/social for important disclosures.

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On the hunt for a new home? Navigating the housing market can be challenging, but you don't need to do it alone. Let's review your financial goals and priorities and discuss what steps you can take to get where you want to go. For tips on saving and budgeting for a home: https://bit.ly/4lpwyjX

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On the hunt for a new home? Navigating the housing market can be challenging, but you don't need to do it alone. Let's review your financial goals and priorities and discuss what steps you can take to get where you want to go. For tips on saving and budgeting for a home: https://bit.ly/4lpwyjX

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While a bigger down payment can help you avoid private mortgage insurance (PMI) and significantly reduce your borrowing costs, coming up with 20% down is challenging for many first-time buyers—particularly in today’s housing market. If you’re ready to buy your first home, there are several ways to achieve this goal with little or no money down. Learn more about your options: https://bit.ly/4ezqnrC

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While a bigger down payment can help you avoid private mortgage insurance (PMI) and significantly reduce your borrowing costs, coming up with 20% down is challenging for many first-time buyers—particularly in today’s housing market. If you’re ready to buy your first home, there are several ways to achieve this goal with little or no money down. Learn more about your options: https://bit.ly/4ezqnrC

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How to know if you're saving enough for retirement

Roadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇

Sure, it’s important to save for retirement. But other major priorities, such as your kids’ tuition, or a big wedding to plan, could throw you off course.

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Worried about how economic shifts could affect your retirement plan? Like death and taxes, market ups and downs are inevitable. The key is building resiliency into your strategy—so you can weather volatility and stay on track toward your goals. Learn how: https://bit.ly/46vkXKq

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Worried about how economic shifts could affect your retirement plan? Like death and taxes, market ups and downs are inevitable. The key is building resiliency into your strategy—so you can weather volatility and stay on track toward your goals. Learn how: https://bit.ly/46vkXKq

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Join us for a celebration of Irish culture and compassion as we come together to support our community and address hunger in the Northwest. Thursday, Mar 12 from 5:30 pm to 9 pm PDT Join us for an evening of community, compassion, and connection as we come together to support our community and address hunger in the Northwest. Hosted at Holy Trinity Lutheran Church, this gathering will highlight the legacy of St. Patrick, known for his mission work, generosity, and commitment to serving others. Together, we’ll raise vital funds for Food Lifeline, a local nonprofit organization whose work helps nourish thousands of households throughout our region. Following a shared meal inspired by Irish heritage, guests will have the opportunity to participate in an optional educational session exploring Irish cultural traditions, including a guided whiskey tasting experience led by Radiator Whiskey. This tasting is designed to provide historical and cultural context and is available only to guests age 21 and older. Get tickets here: https://www.eventbrite.com/e/st-patrick-legacy-feast-tasting-benefiting-food-lifeline-tickets-1983060016893?aff=oddtdtcreator We hope you’ll join us in supporting Food Lifeline’s mission and strengthening our community through generosity and shared purpose. For every $2 donated through this online campaign, Thrivent will add $1, up to an additional $500 and Thrivent will pay online processing fees. Click here to donate: https://thrivent.cotribute.co/events/1298362/detail This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures, see thrivent.com/social.

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Join us for a celebration of Irish culture and compassion as we come together to support our community and address hunger in the Northwest. Thursday, Mar 12 from 5:30 pm to 9 pm PDT Join us for an evening of community, compassion, and connection as we come together to support our community and address hunger in the Northwest. Hosted at Holy Trinity Lutheran Church, this gathering will highlight the legacy of St. Patrick, known for his mission work, generosity, and commitment to serving others. Together, we’ll raise vital funds for Food Lifeline, a local nonprofit organization whose work helps nourish thousands of households throughout our region. Following a shared meal inspired by Irish heritage, guests will have the opportunity to participate in an optional educational session exploring Irish cultural traditions, including a guided whiskey tasting experience led by Radiator Whiskey. This tasting is designed to provide historical and cultural context and is available only to guests age 21 and older. Get tickets here: https://www.eventbrite.com/e/st-patrick-legacy-feast-tasting-benefiting-food-lifeline-tickets-1983060016893?aff=oddtdtcreator We hope you’ll join us in supporting Food Lifeline’s mission and strengthening our community through generosity and shared purpose. For every $2 donated through this online campaign, Thrivent will add $1, up to an additional $500 and Thrivent will pay online processing fees. Click here to donate: https://thrivent.cotribute.co/events/1298362/detail This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures, see thrivent.com/social.

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A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more: https://bit.ly/4hmPFKV

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A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more: https://bit.ly/4hmPFKV

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Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too. Explore your options for donating through your will: https://bit.ly/4nkZ47d

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Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too. Explore your options for donating through your will: https://bit.ly/4nkZ47d

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While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f

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While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f

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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