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Insights

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

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Looking for a simple way to make a difference in your community? Thrivent Action Teams help turn ideas into impact by providing seed money, resources, and support for volunteer projects, fundraisers, and community events. (Not to mention, amazingly soft t-shirts for your volunteer team!) Whether it's supporting a local nonprofit, school, or family in need, small actions can create lasting change. Let's make an impact together! #ThriventActionTeam #Generosity #CommunityImpact See thrivent.com/social for important disclosures.

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Looking for a simple way to make a difference in your community? Thrivent Action Teams help turn ideas into impact by providing seed money, resources, and support for volunteer projects, fundraisers, and community events. (Not to mention, amazingly soft t-shirts for your volunteer team!) Whether it's supporting a local nonprofit, school, or family in need, small actions can create lasting change. Let's make an impact together! #ThriventActionTeam #Generosity #CommunityImpact See thrivent.com/social for important disclosures.

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✨📬Thrivent’s 2026 calendars are on their way! It’s always a joy to share this yearly tradition as we look ahead with gratitude and excitement for what’s to come. 🗓️Watch your mailbox – your calendar will be arriving soon! Thrivent clients with membership can request one calendar copy at no cost: Get Your Thrivent Calendar | Thrivent. If you received a 2025 Thrivent Calendar or place an order today, you will be automatically subscribed to future calendar releases. 💼 Note: I help individuals and families make financial decisions aligned with their values—building clarity, confidence, and purpose into every step. Let’s connect and start a meaningful conversation about your financial future. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #PersonalFinance Disclosures: thrivent.com/social

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✨📬Thrivent’s 2026 calendars are on their way! It’s always a joy to share this yearly tradition as we look ahead with gratitude and excitement for what’s to come. 🗓️Watch your mailbox – your calendar will be arriving soon! Thrivent clients with membership can request one calendar copy at no cost: Get Your Thrivent Calendar | Thrivent. If you received a 2025 Thrivent Calendar or place an order today, you will be automatically subscribed to future calendar releases. 💼 Note: I help individuals and families make financial decisions aligned with their values—building clarity, confidence, and purpose into every step. Let’s connect and start a meaningful conversation about your financial future. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #PersonalFinance Disclosures: thrivent.com/social

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Plan your finances for the people, causes and community you love | Thrivent

Did you know today, September 6th, is Fight Procrastination Day? And I’m here to help! “I’ll get to it later” often becomes “I wish I had done it sooner.” Don’t delay when it comes to: 💰 Financial Planning 🧓 Retirement Planning 📜 Estate Planning The best time to plan was yesterday. The next best time is now. ⏰ 📲 Let’s start the conversation. 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FinancialPlanning #ProactivePlanning #FutureFocused #PlanWithConfidence 💼 Note: I help families make wise financial decisions rooted in clarity, confidence, and purpose. Let’s start the conversation about your goals—no pressure, just possibilities. 💰 #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #FamilyFinances Disclosures: thrivent.com/social

Plan your finances for the people, causes and community you love.

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Plan your finances for the people, causes and community you love | Thrivent

Wise words from a colleague recently 🦉 "Financial plans don't fail people - people fail to financial plan"📝 💵The best time to start your financial plan was yesterday - the next best time is today! Let's talk about what that process looks like & how I can help you get started. 💼 Helping families make wise financial decisions rooted in clarity, confidence, and purpose. Let’s start the conversation about your goals—no pressure, just possibilities. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #FamilyFinances Disclosures: thrivent.com/social

Plan your finances for the people, causes and community you love.

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Plan your finances for the people, causes and community you love | Thrivent

💡 Life insurance isn’t just about “what if” — it’s about what’s possible. Here’s what a smart policy can help your family do: 💵 Protect your income 💰 Provide cash when it’s needed most 🎓 Help fund education or other priorities 👵🏼 Support retirement dreams 🌳 Build or preserve family wealth It’s about financial confidence today — and opportunity tomorrow. 💬 Let’s chat if you’re curious! #LifeInsurance #FamilyFirst #PlanWithPurpose 💼 Note: Helping families make wise financial decisions rooted in clarity, confidence, and purpose. Let’s start the conversation about your goals—no pressure, just possibilities. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #FamilyFinances See thrivent.com/social for important disclosures.

Plan your finances for the people, causes and community you love.

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MSN

It can happen - agreeing with online advice! Saving for retirement = Necessity Saving for kids' college education = Luxury There are plenty of options for higher education, which may include borrowing money.....you can't borrow money for retirement! https://www.msn.com/en-us/money/savingandinvesting/dave-ramsey-sends-strong-message-to-americans-on-401-k-plans/ar-AA1IdRwG?ocid=msedgdhp&pc=U531&cvid=c516387dea524713baf78b51208b2a50&ei=6 💼 Note: I help individuals and families make financial decisions aligned with their values—building clarity, confidence, and purpose into every step. Let’s connect and start a meaningful conversation about your financial future. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #PersonalFinance See thrivent.com/social for important disclosures.

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

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🎓💸 25 Years Ago Today - My High School Graduation Day! Knowing what I know now, here are the top 5 financial tips to share with the young adults in your life: 🎯 Set financial goals 📊 Create a budget – Know where 💵 goes! 🚨 Build an emergency fund – 3–6 months of 💰 = peace of mind. 🌱 Start investing early – Let compound interest 📈 work for you. 💳 Build good credit – Your future self 🏡🚗 will thank you. And a bonus 6th tip: Avoid lifestyle inflation 🚫 Reach out today to learn more about how our team guides members throughout their financial journey at every stage in life! #MoneyTips #RecentGrad #FinancialFreedom #Adulting101 #GraduationGoals "See thrivent.com/social for important disclosures*

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🎓💸 25 Years Ago Today - My High School Graduation Day! Knowing what I know now, here are the top 5 financial tips to share with the young adults in your life: 🎯 Set financial goals 📊 Create a budget – Know where 💵 goes! 🚨 Build an emergency fund – 3–6 months of 💰 = peace of mind. 🌱 Start investing early – Let compound interest 📈 work for you. 💳 Build good credit – Your future self 🏡🚗 will thank you. And a bonus 6th tip: Avoid lifestyle inflation 🚫 Reach out today to learn more about how our team guides members throughout their financial journey at every stage in life! #MoneyTips #RecentGrad #FinancialFreedom #Adulting101 #GraduationGoals "See thrivent.com/social for important 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.

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