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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's still space available on our free Thriving in Your Golden Years webinar on March 3rd 12:00pm CST and March 5th 6:30pm CST. Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker! No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/UpperMidwestMar3-5

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There's still space available on our free Thriving in Your Golden Years webinar on March 3rd 12:00pm CST and March 5th 6:30pm CST. Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker! No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/UpperMidwestMar3-5

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Major life changes—like marriage, divorce or the loss of a partner—can have a significant impact on your retirement strategy. These events often affect your income, expenses, tax situation and long-term goals. If you haven’t revisited your plan recently, please reach out. Together, we can make any necessary changes to help keep you on track for the future. See thrivent.com/social for important disclosures.

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Major life changes—like marriage, divorce or the loss of a partner—can have a significant impact on your retirement strategy. These events often affect your income, expenses, tax situation and long-term goals. If you haven’t revisited your plan recently, please reach out. Together, we can make any necessary changes to help keep you on track for the future. See thrivent.com/social for important disclosures.

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Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

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Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

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Major life changes—like marriage, divorce or the loss of a partner—can have a significant impact on your retirement strategy. These events often affect your income, expenses, tax situation and long-term goals. If you haven’t revisited your plan recently, please reach out. Together, we can make any necessary changes to help keep you on track for the future. See thrivent.com/social for important disclosures.

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Major life changes—like marriage, divorce or the loss of a partner—can have a significant impact on your retirement strategy. These events often affect your income, expenses, tax situation and long-term goals. If you haven’t revisited your plan recently, please reach out. Together, we can make any necessary changes to help keep you on track for the future. See thrivent.com/social for important disclosures.

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Free Workshop - Thriving in You Golden Years Join us for a Thriving in Your Golden Years webinar on March 3rd 12:00pm CST and March 5th 6:30pm CST. Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker! No products will be sold. Please RSVP at - https://bit.ly/UpperMidwestMar3-5 See thrivent.com/social for additional disclosures.

Free Workshop - Thriving in You Golden Years Join us for a Thriving in Your Golden Years webinar on March 3rd 12:00pm CST and March 5th 6:30pm CST. Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker! No products will be sold. Please RSVP at - https://bit.ly/UpperMidwestMar3-5 See thrivent.com/social for additional disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

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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