Christy Robertson - Thrivent

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Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.Taking...
08/15/2026

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.

“'For I know the plans I have for you,' declares the Lord, 'plans to prosper you and not to harm you, plans to give you ...
07/27/2026

“'For I know the plans I have for you,' declares the Lord, 'plans to prosper you and not to harm you, plans to give you hope and a future.'” - Jeremiah 29:11

Economic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven m...
07/14/2026

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.

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a...
06/27/2026

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

"Therefore encourage one another and build each other up, just as in fact you are doing." - 1 Thessalonians 5:11
06/26/2026

"Therefore encourage one another and build each other up, just as in fact you are doing." - 1 Thessalonians 5:11

We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged t...
06/16/2026

We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day.

Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market perf...
05/22/2026

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.

Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is designed to help you accumulate assets for the long-term with the option of converting those savings into a lifetime income stream in retirement.

Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particu...
05/21/2026

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.

For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an ...
05/13/2026

For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.

Learn more about this recognition: https://bit.ly/4cVuu2j

“Aid layering” is a spending strategy that can help you understand which funding sources to prioritize as you pay for co...
03/16/2026

“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

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1281 Win Hentschel Boulevard Suite 1300
West Lafayette, IN
47906

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