Chris Brooks - Thrivent

05/29/2026

Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan:

1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.

Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️

Taking the time to create a financial plan offers a roadmap for reaching your financial goals—emotional and financial. Learn how a financial plan helps organize income, savings, investments and insurance to balance your priorities for the future.

05/28/2026

Sometimes the direction you're going matters more than how quickly you get there.​​

As author and financial expert Sahil Bloom pointed out in an interview with Bjorn Larson, Thrivent's Director of Financial Education, knowing what your real priorities are in life makes all the difference in your financial plan.​ When clear priorities guide your financial decisions, you can pursue your goals more efficiently.​

Watch the full interview with Sahil to unlock helpful ways to set your goals and use money as a tool for purpose and happiness: https://bit.ly/3RPjcE5

See thrivent.com/social for important disclosures.

05/27/2026

In a conversation with Bjorn Larson, Thrivent’s Director of Financial Education, author and financial expert Sahil Bloom shared an important reminder: more money doesn’t always lead to more fulfillment.​

When your money is connected to the life you want and the people you care about, it’s easier to feel confident about what “enough” looks like for you.​

Watch the full interview to discover more insights from Sahil about the connection between money, purpose and happiness: https://bit.ly/3RPjcE5

05/26/2026

“Aid layering” is a spending strategy that can help you understand which funding sources to prioritize as you pay for college. This strategy suggests spending awards first and reaching for loans last—because a dollar borrowed is a dollar (+interest) that needs to be repaid. Here’s a snapshot of the spending order:

1️⃣ Need-based aid
2️⃣ Merit and other scholarships
3️⃣ 529 plans and savings
4️⃣ Household cash flow
5️⃣ Student loans

You can discover more tips for prioritizing and planning for college costs here: https://bit.ly/4rS1sVv

05/25/2026

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

05/23/2026

Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities:

👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster.
👉 It could supplement other sources of guaranteed income, like Social Security or a pension
👉 It could provide a stable and predictable income source to cover your essential expenses in retirement.

To learn more about fixed annuities: https://bit.ly/4kBW6tN

05/22/2026

Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.

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Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to build returns at the same time. Neither a MYGA or CD is tied to market performance, but both can offer competitive yields.

05/21/2026

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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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.

05/20/2026

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:

👉 Income in retirement
👉 Risk-based options
👉 Tax-deferred growth
👉 Optional 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.

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.....