Brook Williams - Thrivent

09/02/2026

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

No one plans to get sick or injured to the point where they cannot work—but it happens. And while many employers offer short- and long-term disability coverage to provide financial assistance during a period of disability, these benefits typically only cover a percentage of your income, not the…

08/31/2026

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.

08/28/2026

Big life changes like having a baby, buying a home and getting a pay raise can all impact your income protection needs. As your life evolves, it may be worth revisiting your disability income insurance coverage to make sure it’s keeping up with your priorities. More here: https://bit.ly/449rrOd

08/26/2026

Why consider waiting to claim Social Security?​

Waiting is essentially like buying more inflation-protected lifetime income, says Dr. Michael Finke, Professor and Frank M. Engle Chair of Retirement Security, The American College of Financial Services.​

In a conversation with Bjorn Larson, Thrivent’s Director of Financial Education, Dr. Finke shared how delaying your Social Security claim could meaningfully boost your long-term financial security.​

Watch more of their conversation here: https://bit.ly/4dhtRQk

08/24/2026

A joint and survivor annuity can be a valuable tool to provide guaranteed income in retirement for yourself and your spouse. Learn how joint & survivor annuities work and the benefits they offer: https://bit.ly/4uIJqpO
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And if you want to chat more, we can review your goals and see how a joint & survivor annuity could fit into your retirement income strategy.

08/21/2026

Disability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️

No one expects to get sick or injured. But 1 in 4 of today's 20-year-olds can expect to experience a disabling event before they reach retirement age, whether it's for a few weeks or a long-term change in their ability to work. That's why disability income insurance is more than just a…

08/19/2026

This beginner-friendly guide breaks down the components that can make up your portfolio like stocks, bonds, ETFs and more: https://bit.ly/4xlH3vs
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And if you want to talk one-on-one about creating an investment portfolio that fits with your goals and risk tolerance, let’s chat.

08/17/2026

Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:​

1) Discover annuity basics: https://bit.ly/4goM2pe
2) Learn how annuities are taxed: https://bit.ly/4ozlVOi
3) Explore different types of annuities: https://bit.ly/4vRyUgO
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Feel free to reach out with any questions you might have as you research. Here to be a resource for you.

08/15/2026

“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

08/14/2026

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