Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
Join a company with a proven track record—and set one of your own. Start your financial advisor journey with Thrivent's Virtual Advice Team to grow your skills and build confidence while supporting clients across the US.
Learn more about how this role can be your catalyst for a rewarding financial professional career 👉 thriventcareers.com/4a4vv52
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
If investing feels like the one thing you haven’t been able to cross off your checklist, don’t stress.
The key is getting started—no matter the amount. And when you’re in your 20s and 30s, time is on your side. Small contributions today can turn into meaningful growth over time.
Here’s how to begin investing on a tight budget ➡️ https://bit.ly/4jAJ3tt
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner.
🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow.
Get in touch if you’d like to talk through how to incorporate these into your overall financial plan.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
The first step to building a portfolio? Choosing the right asset mix.
A diversified portfolio may include:
✅ Cash
✅ Stocks
✅ Bonds
✅ Mutual funds and ETFs
Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level.
Learn more 👉 https://bit.ly/45HHnZe
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
Thinking more about risk tolerance? Wondering if you’re investing enough—or in the right places? Curious how taxes, diversification and changing priorities affect your long-term goals?
As life becomes more complex, your investment strategy should evolve with it. Let’s review where you are today and build a financial plan that helps you move forward with clarity and confidence.
See thrivent.com/social for important disclosures.
Ready to explore a new career path?
Thrivent is hiring financial advisors on our Virtual Advice Team. It's an excellent entry point into a long-term career. You'll reengage existing clients, building meaningful relationships and gain hands-on experience in a structured, highly supportive environment.
Find out more: thriventcareers.com/4pnwjI1
When you’re juggling big priorities—saving for a home, paying down debt or supporting a growing family—investing is easy to push to the bottom of the list.
But here’s why it deserves your attention. 👇
Even small, steady contributions can grow meaningfully over time thanks to compound growth. The earlier you begin and the more consistent you are, the greater your long-term potential.
Learn more: https://bit.ly/4aS7iRG
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
"You will go out in joy and be led forth in peace; the mountains and hills will burst into song before you, and all the trees of the field will clap their hands." - Isaiah 55:12
Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together.
If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet.
See thrivent.com/social for important disclosures.
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4
