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Insights

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

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Basics of a financial plan: What it is & getting started

Feel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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It's National Cheeseburger Day! Tell me where your favorite place to grab a burger is in the comments. My favorite is at Rocco's in Jasper, GA

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It's National Cheeseburger Day! Tell me where your favorite place to grab a burger is in the comments. My favorite is at Rocco's in Jasper, GA

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Put your savings to work for what’s next

You've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next. Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️

You've worked hard to build your savings. Now see how those savings can support the income you need throughout retirement.

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Grandparents day was yesterday but everyday is worth celebrating the gift of being a grandparent. Being a grandparent brings Debbie and I great joy! We thank God every day for the opportunity to spend time with them and to be a part of their lives.

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Grandparents day was yesterday but everyday is worth celebrating the gift of being a grandparent. Being a grandparent brings Debbie and I great joy! We thank God every day for the opportunity to spend time with them and to be a part of their lives.

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#FunFriday: As the rest of the country gets ready to head back to school, here's a Fun Friday question for you. Would you rather wear pajams or formal clothes on your first day back to school?

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#FunFriday: As the rest of the country gets ready to head back to school, here's a Fun Friday question for you. Would you rather wear pajams or formal clothes on your first day back to school?

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As a Thrivent advisor, one of the things I'm most proud of is Thrivent's Generosity programs. I am thankful to work for a company that looks for positive ways to give back and impact the community. Disclosures thrivent.com/social

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As a Thrivent advisor, one of the things I'm most proud of is Thrivent's Generosity programs. I am thankful to work for a company that looks for positive ways to give back and impact the community. Disclosures thrivent.com/social

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#WisdomWednesday Disclosures thrivent.com/social

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#WisdomWednesday Disclosures thrivent.com/social

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Summer is coming to a close and Fall is almost here. Ready for the cooler weather of September! Disclosures thrivent.com/social

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Summer is coming to a close and Fall is almost here. Ready for the cooler weather of September! Disclosures thrivent.com/social

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#NationalPetRemebranceDay: Share a picture of story of a pet you miss in the comments.

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#NationalPetRemebranceDay: Share a picture of story of a pet you miss in the comments.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI 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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