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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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2026 Social Security COLA increase: What future retirees should know

You may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.

As retirement approaches, many Americans are navigating a landscape that feels uncertain. Rising costs, shifting markets and questions about long-term...

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For blended families, the estate planning process can be more complex—and emotional. But it’s also one of the most important steps you can take to protect the people you love. Clear intentions today can help protect against conflict tomorrow. These tips can help you navigate the process: https://bit.ly/3VZ63av

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For blended families, the estate planning process can be more complex—and emotional. But it’s also one of the most important steps you can take to protect the people you love. Clear intentions today can help protect against conflict tomorrow. These tips can help you navigate the process: https://bit.ly/3VZ63av

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Beneficiary designations are a simple yet powerful way to ensure your assets will be distributed according to your wishes. If you've experienced a major life event—or if it's just been a while—reviewing your beneficiary designations is a smart move. Here’s what to know: https://bit.ly/48nJtQr 👉 If you have questions or need help updating your designations, don’t hesitate to reach out.

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Beneficiary designations are a simple yet powerful way to ensure your assets will be distributed according to your wishes. If you've experienced a major life event—or if it's just been a while—reviewing your beneficiary designations is a smart move. Here’s what to know: https://bit.ly/48nJtQr 👉 If you have questions or need help updating your designations, don’t hesitate to reach out.

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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When you're in your 20s or 30s, estate planning might not be top of mind—but it should be. For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf. Learn more about the key documents that can help: https://bit.ly/42xHjda

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When you're in your 20s or 30s, estate planning might not be top of mind—but it should be. For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf. Learn more about the key documents that can help: https://bit.ly/42xHjda

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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Help your money last in retirement

A 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.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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3rd Quarter 2025 Market Review: Fewer jobs and lower rates

https://www.thriventfunds.com/insights/market-update/3rd-quarter-2025-market-review-fewer-jobs-and-lower-rates.html

The U.S. economy performed stronger than expected in third quarter, despite policy uncertainties.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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