Joel Swanson - Thrivent
At Thrivent, we believe money is a tool, not a goal.
Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.
Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!
Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy.
Take a look at these options and let’s connect. 👇🏼
Leave a legacy of generosity Maximize your impact with a financial strategy that minimizes taxes.
Today we honor our veterans who have served and sacrificed to protect our freedom. Thank you for all you’ve given.
I was able to share an awesome morning with the Lutheran Temple of the Cross “piece makers” quilting club as they have gotten ready a huge display of quilts that they have worked on all year long! These women are amazing! 137 quilts, and 65 scent blankets for local ICUs for infants. All will be donated to Ronald McDonald house and Red River children’s advocacy. An absolute fantastic use of their Thrivent action teams! So proud to be associated with these ladies!  The blankets will be blessed at Wednesday and Sunday services!
Did you know permanent life insurance can support a range of estate planning goals?
From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼
Life insurance for estate planning: 5 things it can help you accomplish Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money typically provides a tax-free benefit to your heirs, and they can use it for any purpose, including paying for their daily expenses and your…
Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity.
For more information, let's connect today.
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Thrivent Multi-Year Guarantee Annuity™ A Multi-Year Guarantee Annuity (MYGA) can help bring predictable growth to your investment portfolio with guaranteed rates for a set time period.
Looking back at third quarter, what drove uncertainty and market volatility? Find out more about high interest rates and their economic impacts in Thrivent's 3rd Quarter 2023 Market Review.
3rd Quarter 2023 Market Review: Slower growth and a hawkish Fed spur volatility Take a look at what drove the S&P 500 to its first negative quarter in a year after three straight quarters of positive returns.
Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy?
A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime.
Learn more 👉 https://bit.ly/3EGbeTW
When planning for retirement, sometimes it’s best to expect the unexpected.
It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care.
Explore your options and reach out to discuss. 👇
Embrace your golden years with confidence Explore new strategies for your retirement that can help ensure your savings last a lifetime.
Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ
Take a look, then let’s schedule a time to talk about your family’s needs.
Great news! AM Best, the largest credit rating agency specializing in insurance, has affirmed Thrivent's A++ (Superior) rating as well as our stable outlook. This demonstrates our continued strength and stability and commitment to serve our clients for generations to come. 👉 https://bit.ly/46cFoKw
“Will I outlast my retirement savings?”
It’s a common concern, but planning for retirement shouldn’t be a guessing game.
Check out these four actionable steps to stretch your money further in retirement. 👇
How to avoid running out of money in retirement People preparing for retirement may be wondering if they’ve saved enough. Those nearing or in retirement may be wondering if it will last. Perhaps the question on everyone’s mind, no matter where they are in the journey, is: “Will I outlive my savings?”
Is crowdfunding a reliable option for covering medical or funeral expenses? Take a look at these crowdfunding limitations and let’s talk about how you can take steps today to protect your family: https://bit.ly/3ZmkR42
Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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What is a multi-year guaranteed annuity (MYGA) & how does it work? When you're looking for investment solutions that offer stability and security—especially in an uncertain market—your options aren't just limited to CDs and high-yield savings accounts in retirement.
Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Builds income for retirement
👉 Investment flexibility
👉 Tax savings potential
👉 Extra rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
What is a deferred annuity & how does it work? A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months or years, a deferred annuity provides you with flexibility and an opportunity for growth. Payments from your deferred annuity can begin one.....
When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/3qTxuqe
Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
Do you need life insurance? Questions to ask yourself & your family From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like unexpected death, it can be tempting to avoid conversations altogether.
Whatever your age, stage of life and occupation—life insurance can help protect what’s important to you.
Ready to secure your family's future? Let's talk life insurance together and explore the best options for you.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.
I had the opportunity to once again share in the planning and participation of the 2023 - 25th anniversary El Zagal Charity Pro-Am golf tournament yesterday. Such tremendous people giving of themselves for the good of children. I was amazed at the support and outpouring of financial help, volunteerism, and positive impact at the tournament, our amazing speaker being one of our Shrine patients as well as a tremendous effort by chair Mike Rieckman, and the whole committee to put this tournament together. Couldn’t be more proud to be a Shriner!
Wonder which way to turn in today’s volatile market? Watch key highlights – or the full-length recording – from our August Market & Economic Update to gain clarity on the economy, inflation and artificial intelligence.
Thrivent Market & Economic update Gain insights from Thrivent investment leaders on the latest economic trends and market performance.
While a strong labor market and solid consumer spending has helped both economic growth and market optimism, a slowdown in the economy and a possible recession may still loom ahead. Read Thrivent's 3rd Quarter 2023 Outlook from Chief Investment Strategist Steve Lowe.
3rd Quarter 2023 Market Outlook: The recession rain check A strong labor market has helped both economic growth and market optimism, but in our view a slowdown and possible recession has most likely not been averted, just delayed.
When you’re looking for solutions that help offer predictability in your portfolio, your options aren’t just limited to CDs and high-yield savings accounts.
The new Multi-Year Guarantee Annuity from Thrivent provides interest rates of up to 4.85% with guarantees you can count on. Let’s connect to see how it could work for you.
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Thrivent Multi-Year Guarantee Annuity™ A Multi-Year Guarantee Annuity (MYGA) can help bring predictable growth to your investment portfolio with guaranteed rates for a set time period.
To all the dads and dad-like figures in our lives—thank you. Happy Father’s Day!
Looking to add more security and help balance your retirement portfolio? You can have both with Thrivent’s Multi-Year Guarantee Annuity.
Technology stocks have been on a roll in an otherwise sluggish market, but resolution of the debt crisis helped stabilize the markets. For a review of key market and economic developments, read the June 2023 Market Update.
June 2023 Market Update: Debt crisis averted while tech stocks surge The debt ceiling debate weighed on markets over the month of May, but a last-minute agreement by Congress and the President helped lift the equities market—with technology-related stocks leading the way.
You insure your health and home. What about your ability to earn an income? Let’s check that off your list.
Wondering how you or your student will pay for higher education? 🎓 FAFSA is a tool to help make college more affordable. By completing the FAFSA, you may be eligible for grants, loans, and work study programs to help cover the cost of tuition and other educational expenses. It’s a game-changer for anyone looking to fund their college education.
Learn more about the FAFSA 👉 https://bit.ly/422SRSE
Wondering how the SECURE Act 2.0 has impacted required minimum distributions (RMDs)? Take a look at these four changes and let’s connect if you want to discuss how this may impact your retirement plans.
How the SECURE Act 2.0 changed RMDs At the end of 2022, Congress passed a law pertaining to retirement accounts, such as 401(k)s, that affects all investors. The SECURE Act 2.0 was designed to make it easier for you to save for retirement and access your retirement savings.
Have a vision for your financial house, but not sure how to bring it to life? Let's work together on designing a blueprint that will prioritize your goals and accommodate your changing needs.
As Congress negotiates on the looming debt ceiling, markets are responding with some volatility. Check out Thrivent's most recent article with our take on the current situation and likely outcomes: https://bit.ly/3oBBieQ
Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage.
Today we honor those who have made the greatest sacrifice.
Life is about celebrating the proud moments you’ve worked so hard for. What is one of your proudest moments?
Check out these ways to help protect the income your loved ones depend on—now and in the future.
How to protect your family financially over the years Your income is more than just a paycheck. It's a tool that helps provide the life you share with the people you love. That's why it's important to protect it from the potential pitfalls that are hard to think about. That can mean losing your job, getting too sick or injured to work, or dying…
Are you beginning your first career after graduating this spring? Here are some action steps you should take:
• Review all of your employee benefits and take advantage of them
• Allocate a portion of your paycheck towards your savings
• Make a plan for paying down your outstanding debt
Income protection helps ensure you and your loved ones have the income streams you need to keep life going.
Stocks held their own the past month, with the tech area leading the way, GDP slipped for the third straight quarter, and Fed rate hikes continued to rattle the banking industry. Get an overview of all key market and economic highlights in this month's Market Update.
May 2023 Market Update: Big tech earnings growth drives market gains Despite ongoing economic headwinds, the stock market remained resilient in April, with a handful of tech giants leading the way. Microsoft, Google, and Meta all reported results above consensus expectations in late April.
Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz
To all the moms and mom-like figures in our lives—thank you. Happy Mother’s Day!
What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!
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Address
1630 1st Avenue N, Suite B, PMB 19
Fargo, ND
58102
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
4160 24th Avenue S Suite 100
Fargo, 58104
Financial Advisor, Ameriprise Financial Services, LLC
910 Page Drive
Fargo, 58103
IP Insurance is an independently owned insurance agency that serves, ND, MN and SD.
Fargo, 58104
empowering business owners and individuals to retire on their own terms and create generational weal
3575 45th Street South
Fargo, 58104
I strive to provide the tools that you need for financial clarity and certainly within a successful plan.
3575 45th Street S Ste 104
Fargo, 58104
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are
3575 45th Street S
Fargo, 58104
At Thrivent, we believe money is a tool, not a goal.
3575 45th Street S Ste 104
Fargo, 58104
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core.
902 28th Street S Suite 1
Fargo, 58103
As a Financial Advisor, I help people plan for financial security.
4342 15th Avenue South, Suite 104
Fargo, 58103
As as associate with Edward Jones, we strive to grow and protect your financial futures. We feel you and your family should never feel alone while working hard to secure what is mo...