Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image Read Post
Image

This October or November give your future self one less thing to worry about. Let's review how estate planning fits into your bigger financial picture. For disclosure information, see thrivent.com/social. #EstatePlanning #FinancialWellness #PlanAhead

Image

This October or November give your future self one less thing to worry about. Let's review how estate planning fits into your bigger financial picture. For disclosure information, see thrivent.com/social. #EstatePlanning #FinancialWellness #PlanAhead

Image Read Post
Image

Financial planning doesn’t have to be boring. We aim to make every meeting efficient, organized—and just maybe, even fun. You’ll leave with a solid strategy… and at least one new thing learned. For disclosure information, see thrivent.com/social.

Image

Financial planning doesn’t have to be boring. We aim to make every meeting efficient, organized—and just maybe, even fun. You’ll leave with a solid strategy… and at least one new thing learned. For disclosure information, see thrivent.com/social.

Image Read Post
Image

Friendly reminder to direct your Thrivent Choice® Dollars ❤️ https://www.thrivent.com/about-us/membership/thrivent-choice For disclosure information, see thrivent.com/social.

Image

Friendly reminder to direct your Thrivent Choice® Dollars ❤️ https://www.thrivent.com/about-us/membership/thrivent-choice For disclosure information, see thrivent.com/social.

Image Read Post
Image

A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

Image

A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

Image Read Post
Image

The numbers matter. But they only matter because of the people behind them. For disclosure information, see thrivent.com/social

Image

The numbers matter. But they only matter because of the people behind them. For disclosure information, see thrivent.com/social

Image Read Post
Image

🎉 BIG congratulations to Rachel Roth on passing her CFP®️ exam! This is a huge accomplishment—and a win for our members, too! The CFP®️ designation represents advanced knowledge across retirement, investments, taxes, insurance, and estate planning, giving Rachel an even stronger ability to look at the big picture and help members make informed financial decisions. We’re so proud of you, Rachel! 👏📚🎉 For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional #CongratulationsRachel #CFP #FinancialPlanning #MemberFocused

Image

🎉 BIG congratulations to Rachel Roth on passing her CFP®️ exam! This is a huge accomplishment—and a win for our members, too! The CFP®️ designation represents advanced knowledge across retirement, investments, taxes, insurance, and estate planning, giving Rachel an even stronger ability to look at the big picture and help members make informed financial decisions. We’re so proud of you, Rachel! 👏📚🎉 For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional #CongratulationsRachel #CFP #FinancialPlanning #MemberFocused

Image Read Post
Image

Good tax planning connects the dots. #TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

Image

Good tax planning connects the dots. #TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

Image Read Post
Image

Because a good strategy isn’t about one decision. It’s about how all the decisions work together. For disclosure information, see thrivent.com/social.

Image

Because a good strategy isn’t about one decision. It’s about how all the decisions work together. For disclosure information, see thrivent.com/social.

Image Read Post
Image

Those initials aren't there to impress you. They're there to better serve you. See thrivent.com/social for additional disclosures

Image

Those initials aren't there to impress you. They're there to better serve you. See thrivent.com/social for additional disclosures

Image Read Post
Image

You bring the dreams. We bring the dry-erase markers. The best financial plans aren't one-size-fits-all—they're built around your life. See thrivent.com/social for additional disclosures

Image

You bring the dreams. We bring the dry-erase markers. The best financial plans aren't one-size-fits-all—they're built around your life. See thrivent.com/social for additional disclosures

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.

Thrivent logo

Copyright: © 2026 Thrivent. All rights reserved.