Eileen Voigt - Thrivent

When you're looking for solutions that help offer predictability and security – especially in an uncertain market – your options aren't just limited to CDs, high-yield savings accounts and traditional fixed annuities. Thrivent's Multi-Year Guarantee Annuity is another strong option.

See how much you could earn and view the current rates.

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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.

Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Risks and habits that can derail your financial plan Help avoid common pitfalls and safeguard your finances for when life doesn't go as expected.

Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.

Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.

To all who served and sacrificed for our freedom, thank you.

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Preparing for retirement checklist: Are you retirement ready? Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months leading up to this meaningful goal. You want to make sure you accomplish key preparations on schedule so you can live out the retirement…

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

Income Match Assessment | Thrivent This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are three reasons to insure them now.

The 3 advantages of life insurance for children There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind and keep you up at night. Are you doing everything you can to protect your child—and what if there’s more you could do?

Want to give back to the organizations that mean the most to you? Let’s work together to design a financial strategy that honors your desire to live a life full of meaning and gratitude.

Hear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.

2nd Quarter 2024 Market Outlook: Staying the course In the current soft economic landing scenario, for our second quarter outlook, we recommend staying the course with investments in both stocks and bonds.

Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.

Spring is a time of new beginnings? What new habit would you like to start?

Last week had a lot of great conversations at three evets: potting plants for the Lac Lawrann plant sale coming up on May 11th, chatting with library patrons at the West Bend Library's Senior Fair, and shredding documents at our Shredfest on Saturday.

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and individuals. However, after 2025, many of the act's tax law changes are scheduled to expire.

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️

1. Investment
2. Time
3. Income tax

Working tax efficiency into your financial strategy Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

Opportunity for you or a friend to learn or ask questions at financial education events in West Bend next Wednesday, April 10th, sponsored by Money Smart Wisconsin. No products will be sold.

Easter blessings to you and your loved ones!

Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇

Thrivent ranked among Barron’s Best Fund Families Thrivent Mutual Funds has been ranked among Barron’s Best Fund Families of 2023- ending 12/31/2023 with a ranking of ninth out of 49 fund families based on one-year returns on an asset-weighted basis

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2024 winner for a second year.

Thrivent wins LSEG Lipper Fund Awards United States 2024 Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2024 Winner for Thrivent Small Cap Stock Fund.

Take a look at Thrivent’s March 2024 Market Update to learn why we think February’s economic data supports a soft landing in the markets and an eventual easing of monetary policy.

March 2024 Market Update: AI points stocks to new highs The economy continues to remain (surprisingly) resilient, and we continue to remain optimistic on stocks and positive on bonds, although the fixed income path is likely to be bumpy.

Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?

Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.

See thrivent.com/social for important disclosures.

Happy St. Patrick's Day! If you'd like to learn more about St. Patrick, I thoroughly enjoyed "How the Irish Saved Civilization" by Thomas Cahill. Fascinating history!

Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 13th year in a row. We’re proud to be one of the six financial services organizations on this year’s list.

“Being recognized as one of the World’s Most Ethical Companies highlights Thrivent’s commitment to business ethics and integrity,” said Terry Rasmussen, president and CEO of Thrivent. “Our clients, financial advisors and workforce put their trust in Thrivent because of our ethical culture and it’s one of the reasons we’re able to deliver strong results that help people lead lives of service and faith.”

Learn more: https://bit.ly/49Fx4Vy

What effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇

TCJA set to expire: Tax moves to consider if you're nearing or in retirement As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing widened tax brackets, tax rates, deductions and exemptions for the basis of your future planning.

With tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

TCJA set to expire: Tax moves to consider if you're nearing or in retirement As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing widened tax brackets, tax rates, deductions and exemptions for the basis of your future planning.

What are some ways you’re honoring Women’s History? If you’re looking for inspiration on how to make an impact throughout the year, visit https://bit.ly/3UUXo9K

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.

Let’s work together to create a lasting legacy. 👇🏼

Wealth transfer strategies: How to leave assets to your loved ones We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across the nation. If you're in a position to pass on even a modest level of money, property or valuables, now is the time to familiarize yourself....