Chip Montgomery, CPA, CRPC, BFA - Thrivent

09/04/2026

Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

08/28/2026

Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN

08/21/2026

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.

Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.

For additional interest rates and other important information: https://bit.ly/4fIaSQk

See thrivent.com/social for important disclosures.

08/14/2026

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

08/07/2026

Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.

See thrivent.com/social for important disclosures.

07/31/2026

Several factors, like age and marital status, should be taken into consideration when deciding when to start taking Social Security. But those are not the only ones. Learn more about other key factors that impact Social Security: https://bit.ly/44be4hK

07/24/2026

An annuity can guarantee income in retirement. In an uncertain world, annuities offer predictable retirement income and can help ensure you don’t outlive your savings. They also offer tax advantages and are customizable to your unique financial situation. Learn some of the basics about annuities here: https://bit.ly/4goM2pe
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Let’s discuss how an annuity can fit into your retirement income strategy.

07/17/2026

Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:​

✔️ Portfolio diversification​
✔️ Understanding your risk tolerance and adjusting over time​
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s​

Learn more about investing for retirement. ⬇️

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.

07/10/2026

Economic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️

A look at the market environment and investment themes expected to drive Q3 2026.

07/06/2026

Wondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️

Many people think they don't need disability insurance beyond the basic coverage offered by their employer. But it's a safeguard that can protect your family's finances when you need it most.