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

Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.​ Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.​ Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG #Careers #FinancialAdvisor #CareerGrowth #Thrivent​

Image

Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.​ Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.​ Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG #Careers #FinancialAdvisor #CareerGrowth #Thrivent​

Image VIEW MORE +
Image

Financial planning for millennials: A comprehensive guide

Does it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.

For Millennials in particular, learning how to set financial goals can help reduce stress and make dreams like a first home or saving for retirement possible.

Image VIEW MORE +
Image

September 2026 Market Update: Healthy growth sends stocks to new highs

Markets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️

U.S. economy continues to grow at a healthy rate, but key risks remain for investors.

Image Read Post
Image

Your hospitality skills can take you beyond hospitality. 👀​ Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.​ Discover more: thriventcareers.com/45YmZmH​ #CareerChange #FinancialServices #FinancialAdvisor

Image

Your hospitality skills can take you beyond hospitality. 👀​ Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.​ Discover more: thriventcareers.com/45YmZmH​ #CareerChange #FinancialServices #FinancialAdvisor

Image Read Post
Image

Two weeks from today! Capture the Season, Support a Shelter Join us on Friday, September 25, from 3:00–6:00 PM for Family Fall Photos and an evening of seasonal fun at Schuster's Farm. Gather your family, enjoy the beautiful fall scenery, and create lasting memories while supporting a meaningful cause in our community. This special event benefits the Dane County Humane Society, with donations helping provide care, shelter, and resources for local animals in need. Your participation will make a positive impact while giving your family the opportunity to enjoy a memorable fall experience. Reserve a complimentary 10-minute time slot with our professional photographer and receive admission to Schuster's Farm as our thank you for supporting this important cause. After your photo session, take time to explore the farm, enjoy the attractions, and celebrate the season with family and friends. Spaces are limited, so be sure to sign up early. We look forward to seeing you for an afternoon of fun, fall festivities, and community support. https://connect.thrivent.com/badger-financial-associates/events

Image

Two weeks from today! Capture the Season, Support a Shelter Join us on Friday, September 25, from 3:00–6:00 PM for Family Fall Photos and an evening of seasonal fun at Schuster's Farm. Gather your family, enjoy the beautiful fall scenery, and create lasting memories while supporting a meaningful cause in our community. This special event benefits the Dane County Humane Society, with donations helping provide care, shelter, and resources for local animals in need. Your participation will make a positive impact while giving your family the opportunity to enjoy a memorable fall experience. Reserve a complimentary 10-minute time slot with our professional photographer and receive admission to Schuster's Farm as our thank you for supporting this important cause. After your photo session, take time to explore the farm, enjoy the attractions, and celebrate the season with family and friends. Spaces are limited, so be sure to sign up early. We look forward to seeing you for an afternoon of fun, fall festivities, and community support. https://connect.thrivent.com/badger-financial-associates/events

Image VIEW MORE +
Image

Events - Badger Financial Associates | Thrivent

You Are Invited! Capture the Season, Support a Shelter Join us on Friday, September 25, from 3:00–6:00 PM for Family Fall Photos and an evening of seasonal fun at Schuster's Farm. Gather your family, enjoy the beautiful fall scenery, and create lasting memories while supporting a meaningful cause in our community. This special event benefits the Dane County Humane Society, with donations helping provide care, shelter, and resources for local animals in need. Your participation will make a positive impact while giving your family the opportunity to enjoy a memorable fall experience. Reserve a complimentary 10-minute time slot with our professional photographer and receive admission to Schuster's Farm as our thank you for supporting this important cause. After your photo session, take time to explore the farm, enjoy the attractions, and celebrate the season with family and friends. Spaces are limited, so be sure to sign up early. We look forward to seeing you for an afternoon of fun, fall festivities, and community support. https://connect.thrivent.com/badger-financial-associates/events

Image Read Post
Image

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

Image

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

Image Read Post
Image

Licensed and ready for more? Find your opportunity at Thrivent.​ Our financial advisors provide meaningful money guidance to clients. Plus, they enjoy lucrative income, advancement opportunities and industry-leading support.​ Put your credentials to work at a different kind of financial services company: thriventcareers.com/3uN8QJE

Image

Licensed and ready for more? Find your opportunity at Thrivent.​ Our financial advisors provide meaningful money guidance to clients. Plus, they enjoy lucrative income, advancement opportunities and industry-leading support.​ Put your credentials to work at a different kind of financial services company: thriventcareers.com/3uN8QJE

Image VIEW MORE +
Image

August 2026 Market Update: Strong economy, higher yields

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

Image Read Post
Image

Love working in financial services but looking for an employer that offers more?​ Our financial advisors enjoy a rewarding, purpose-driven culture and lucrative income opportunities. Learn more here: thriventcareers.com/4vKz0Xa​

Image

Love working in financial services but looking for an employer that offers more?​ Our financial advisors enjoy a rewarding, purpose-driven culture and lucrative income opportunities. Learn more here: thriventcareers.com/4vKz0Xa​

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.