Jeff Schuchard - Thrivent

02/01/2023

IRA. QCD. DAF. Let’s untangle these acronyms to see how they can help your generosity go further.

Americans’ charitable donations increased by 4% in 2021, according to an August 2022 report from Giving USA. That may not sound like a huge leap. But when you consider skyrocketing inflation rates, the stock market roller coaster ride and the hardships of the ongoing pandemic, it’s downright…

01/19/2023

Long-term care is often a misunderstood concept. Check out these frequently asked questions and reach out if you would like to discuss further.

THRIVENT FINANCIAL FOR LUTHERANS, Appleton, WI. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. Long-term care policies have exclusions, limitations, and terms under which benefits may be reduced, or the contract may be discontinued. For costs and complete details of the coverage, contact your licensed insurance agent/producer.

Applies only in the following states: AK, AL, AR, CO, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NM, NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY.

It’s understandable to have questions about long-term care. Let’s start by defining what long-term care is. Long-term care is defined as assistance with the tasks of daily living, which may include bathing, grooming and mobility.

01/09/2023

I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.

01/04/2023

Preparing for retirement is a journey, and having a helpful guide to answer questions, address your fears and be there for you over the long-term can make all the difference. Let’s connect and discuss a strategy for your retirement.

12/27/2022

Do you have confidence that your loved ones will receive your assets after you are gone? Estate planning helps ensure your intentions will be honored.

Perhaps you’ve heard the words “estate planning” and thought it wasn’t about you because you don’t have what you believe is an estate. In fact, everything you own yourself or co-own when you die is considered an estate. So for virtually everyone, estate planning is an important process to....

12/21/2022

The right financial strategy can help you define whatever kind of retirement you’d like—even if the one you picture isn’t today’s norm. Here are 4 ways younger generations are rethinking the conventional retirement: bit.ly/3XJoy2u

12/12/2022

From setting realistic spending expectations to diversifying your retirement savings accounts, take a look at these valuable lessons from recent retirees that you can apply to your own retirement planning.

Imagine that you never have to work another day in your life. What would you do? Pursue a passion project? Spend more time with your family? Or get more involved in your community?

12/07/2022

Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.

11/04/2022

If you want your family's assets to last more than just one generation, it’s important to have plans in place so your money and possessions flow smoothly to the people you’ve chosen. Which of these strategies might be right for you?

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....

11/01/2022

At Thrivent, serving our clients is at the heart of everything we do. I’m so proud our organization has been recognized by Forbes as one of America’s Best Insurance Companies in 2023 – it speaks to our unwavering commitment to providing best-in-class solutions and an exceptional experience that helps our clients achieve financial clarity, enabling lives full of meaning and gratitude.

See Thrivent featured in this Forbes article below.

The material presented includes information provided by a party not related to Thrivent. It has been obtained from sources deemed reliable; but no independent verification has been made, nor is its accuracy or completeness guaranteed. Forbes is not affiliated with or endorsed by Thrivent.

Insurance companies that were well prepared for digital transformation have been rewarded with high marks from their clients.

10/27/2022

The big question on investors’ minds: when will the bear market end? Steve Lowe, Chief Investment Strategist, breaks down the key economic factors that will determine when the Federal Reserve may stop raising rates and set the stage for a market rebound.

After taking a short summer hiatus, the bear market roared back with intensity across all asset classes as the 3rd quarter came to a close. The question on everyone’s mind is when will this bear market end?

10/24/2022

With benefit enrollment season near, now is a good time to reassess your health care needs for the upcoming year. Choosing the right benefits can help you cover planned and unexpected health expenses.