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Insights

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

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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Pros & cons of paying off your mortgage before you retire

If you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire? While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.

If you bought or refinanced your home when you were in your mid-30s or older, you may find yourself headed into retirement with a mortgage in tow. You may have...

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Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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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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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

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What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more...

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What is a multi-year guaranteed annuity (MYGA) & how does it work?

Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty? 1. Certificate of deposit (CD) 2. High-yield savings account 3. Multi-Year Guarantee Annuity (MYGA) If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you. 36386k

When you're looking for investment solutions that offer stability and security—especially in an uncertain market—your options aren't just limited to CDs and...

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When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

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When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

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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