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Insights

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

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Saving for retirement? Here’s something to consider: different accounts come with different tax implications. By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI). Get in touch to discuss the right approach for your unique situation. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Saving for retirement? Here’s something to consider: different accounts come with different tax implications. By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI). Get in touch to discuss the right approach for your unique situation. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.

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The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. 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

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Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD

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Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD

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Join us for a Leaving a Thriving Legacy webinar on Tuesday, October 20th at 6:30 pm EST. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. Location: The Hub 128, 128 W Michigan Ave., Marshall, MI 49068 Time: Doors open and dinner served at 6:30 PM. Presentation starts at 7:00 PM EST. Hosts for this event are William Annis and Evan Hanna. RSVP at https://connect.thrivent.com/lake-effect-financial-consultants/events No products will be sold. See thrivent.com/social for additional disclosures.

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Join us for a Leaving a Thriving Legacy webinar on Tuesday, October 20th at 6:30 pm EST. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. Location: The Hub 128, 128 W Michigan Ave., Marshall, MI 49068 Time: Doors open and dinner served at 6:30 PM. Presentation starts at 7:00 PM EST. Hosts for this event are William Annis and Evan Hanna. RSVP at https://connect.thrivent.com/lake-effect-financial-consultants/events No products will be sold. See thrivent.com/social for additional disclosures.

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Financial literacy for teens: 6 lessons about money management

One of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️

Teenagers tend to live in the here and now, especially when it comes to money. In just a few short years, however, they'll need to make important financial...

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🚧 Kalamazoo Office Traffic Update 🚧 A quick heads-up for anyone visiting our Kalamazoo office in the coming weeks. The City will be repaving W. Michigan Avenue between Venture Park Drive and Drake Road beginning tentatively the week of September 14, with work expected to continue through approximately September 30. During this time, W. Michigan Avenue will be closed to through traffic, and access to businesses will be limited. Detour routes will be clearly marked. ✅ Our office will remain open and accessible during construction. If you're planning to visit us, please allow a little extra travel time and follow the posted detours. We appreciate your patience as these road improvements are completed. Please reach out with any questions, 269-655-1818. #Kalamazoo #RoadConstruction #ClientUpdate

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🚧 Kalamazoo Office Traffic Update 🚧 A quick heads-up for anyone visiting our Kalamazoo office in the coming weeks. The City will be repaving W. Michigan Avenue between Venture Park Drive and Drake Road beginning tentatively the week of September 14, with work expected to continue through approximately September 30. During this time, W. Michigan Avenue will be closed to through traffic, and access to businesses will be limited. Detour routes will be clearly marked. ✅ Our office will remain open and accessible during construction. If you're planning to visit us, please allow a little extra travel time and follow the posted detours. We appreciate your patience as these road improvements are completed. Please reach out with any questions, 269-655-1818. #Kalamazoo #RoadConstruction #ClientUpdate

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Our offices will be closed on Monday, September 7th for Labor Day. We will back in the office on Tuesday, September 8th.

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Our offices will be closed on Monday, September 7th for Labor Day. We will back in the office on Tuesday, September 8th.

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Our office will be closed in observance of Independence Day on July 3rd and July 4th as we celebrate the freedoms we are blessed to enjoy. We look forward to reconnecting with you when we reopen on Monday, July 6th. Wishing you a safe and meaningful holiday!

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Our office will be closed in observance of Independence Day on July 3rd and July 4th as we celebrate the freedoms we are blessed to enjoy. We look forward to reconnecting with you when we reopen on Monday, July 6th. Wishing you a safe and meaningful holiday!

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Our offices are closed today. Thrivent's home office is also closed today. We will be back in the office on Monday, June 22nd.

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Our offices are closed today. Thrivent's home office is also closed today. We will be back in the office on Monday, June 22nd.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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