Insights
From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn
Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
As tax season approaches, here’s your reminder to get started ahead of time.Here are four reasons to file early:✅ Faster tax refunds✅ Extra time to make a payment if you owe✅ Reduce risk of someone else pocketing your refund✅ Avoid tax deadline stress or having to file an extensionSee thrivent.com/social for important disclosures.
What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?Let’s discuss how adjusting your tax withholding could boost your take home pay.Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving.Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4See thrivent.com/social for important disclosures.
It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.
🎉 Celebrating 10 years of generosity! Since 2014, Thrivent Action Teams have made a huge impact, launching over 1.2 million projects and raising $1.9 billion for causes that matter. 🙌 Together, we’re changing lives—one team at a time! Learn more: https://bit.ly/3ZAycaR
Big news! AM Best has reaffirmed Thrivent's A++ (Superior) rating for 2024! 🌟 This demonstrates our continued strength and stability and commitment to serve our clients for generations to come.Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
One of the best things about being a partner at the 360 Financial Group is working with a great team of advisors. We have different backgrounds, different personalites, and definitely different ideas on fashion, but we all agree on one thing. I’d be glad to get together and find out how I can best serve you.
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.#AnnuityAwarenessMonth
Income Match Assessment | ThriventWhen it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.
May 2024 Market Update: April showers dampen investors’ optimismMarkets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.
Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.