Insights

Top 7 charitable giving strategies: Maximizing tax benefits and impact
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. 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.
6 year-end financial tasks
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
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This Thanksgiving felt different — in the best way. For the first time in years, I wasn’t caught up in the Black Friday hustle. (And I’m genuinely thankful and empathetic toward everyone who had to work — I remember those seasons well.) Instead, God gave me the gift of slowing down and being fully present at home. I helped with the Thanksgiving prep (especially since Amy wasn’t feeling well), played in the snow with the kids — who are definitely reinvigorating the fun in it… for now 😜 — and we ended the night with family games and The Muppet Christmas Carol, a tradition that brought me right back to my own childhood. One of my favorite moments was helping Aiden with his “My Book About Me.” I did the same project at his age — and I still have my book today. There was something powerful and full-circle about sitting beside him, watching him write about who he is, what he loves, and the ambitions forming in his young heart. Just one of those small-but-big reminders of how God weaves generations together. I’m also incredibly grateful for the calling God has placed on my work — serving people, walking alongside families in their financial decisions, and helping them build plans that support what truly matters to them. It’s a blessing to do work that aligns with my faith and allows me to prioritize people over pressure or consumerism. This season, I’m thankful for God’s provision, His peace, and the quiet moments He uses to center our hearts. May we all slow down, be present, and recognize the goodness He places right in front of us. #Grateful #FaithFirst #Blessed #ThankfulHeart #FamilyTime #FaithAndFinance #Thrivent #PurposeDrivenWork #ServingOthers #GodIsGood #HolidaySeason #MakingMemories
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Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/4i6KNd7
7 ways to help reduce your taxable income
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​
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AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving 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.
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Ribbon cutting event tonight! So excited to share our new space and how we serve our members and community. Actual ribbon cutting at 4pm but come and go and enjoy food and drinks till 6pm. 1550 E Beltline SE No products will be sold.
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What a night. ❄️💙 I had the privilege of taking part in the Covenant House Sleep Out, and I’m still reflecting on just how powerful the experience was. Spending one night outside is only a glimpse of what so many young people face every day — but it truly opens your eyes. What stood out most wasn’t just the cold, but the courage and hope of the young adults who shared their stories. Many faced homelessness at incredibly young ages, yet through Covenant House’s care, compassion, and programs, they’ve found safety, opportunity, and a path forward. Over the past seven years, Covenant House has been able to serve and support more than 600 youth — giving them stability, love, and the tools to rebuild their lives. Sadly, youth homelessness continues to rise, which makes this mission more important than ever. I’m also grateful to have been able to sponsor the event and use one of my Thrivent Action Teams to help fulfill Covenant House’s Christmas Wish List — purchasing new winter boots, socks, hats, gloves, and jackets for youth in need this season. The Covenant House team is doing incredible, faith-driven work — meeting people right where they are and helping them rediscover their worth and purpose. I’m so thankful to have witnessed firsthand the hope they bring to our community. If you’d like to join in supporting this life-changing mission, I’ve shared a donation link in the comments. The campaign is already 60% of the way to their goal, and donations will remain open through the end of the year — every bit helps bring warmth, hope, and a future to young adults who need it most. 🙏✨ #CovenantHouse #SleepOut #FaithInAction #ThriventActionTeam #EndYouthHomelessness #HopeLivesHere
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What an amazing evening and night, hearing the stories of those who lived through it and seeing community really together. Goodnight y’all. May God bless those who struggle with shelter and basic necessities. May he bless the work of Covenant house. There’s still time to donate if you feel inclined. https://www.sleepout.org/participants/Andrew-Cousino?referrer=mf%3A62681%3Ayou-page&language=en #CovenantHouseGR #unconditionallove #hope #safety
Sequence of returns risk: What it means for your retirement
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.👇
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While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
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If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals. Get in touch to discuss which strategy may be right for you. See thrivent.com/social for important disclosures.
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Last week, I had the opportunity to attend an Impact Meeting in Frankenmuth with fellow Michigan advisors — and, as always, these gatherings are so value-driven and inspiring. What stood out most this time was hearing how different individuals have grown and launched their practices — each story a reminder that perseverance and faith go hand in hand. I left feeling encouraged, not just by what I learned, but by the connections built with people who genuinely want to see one another succeed. The common message was clear: don’t quit. Keep doing the work that matters — because it’s work that truly changes lives. It’s generational work — helping families put things in place today that can impact their children and even their children’s children for the better. And on a personal note, it was nostalgic getting back to the Frankenmuth area — first time in nearly 25 years. I’ll definitely be bringing the family back with me sometime soon. I’m thankful for this amazing team, their support, and the shared commitment to serving others in a Christ-like manner. Feeling motivated and grateful to keep pushing forward in the work that makes a lasting difference. 🙏
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The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy. Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come. See thrivent.com/social for important disclosures.
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🏈 Some of us bleed Green, some… well, we’re still working on their decision-making 😅 Another game day with my favorite people and the best rivalry in college football 💚🤍 Drop your team below — let’s settle it once and for all 👇
Help your money last in retirement
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.
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If there’s one sign we’re doing fall right... it’s how often these two have fallen asleep in the car — this last time BEFORE we even get there 😴🍂 Over the past few weekends, we’ve made some great fall memories as a family — from running through corn mazes to downing cider slushies and fresh donuts. At Deep Roots, Aiden and I took on the corn maze while Mom and Asher hit the play area. And a couple weeks ago at Robinette’s, we caught Zeke the Wonder Dog doing tricks at their Spartan-themed pumpkin patch 🐾🎃 The boys are 6 and 4, and while it’s definitely a bit of chaos (plus sugar), it’s also something I look forward to every year. These are the moments I know we’ll talk about later — dusty clothes, sticky hands, passed-out naps in the backseat. As a dad, I’m soaking it all in. As a financial advisor, I’m reminded how the plans we make — with time, money, and priorities — are what open up space for these kinds of memories. 🙏🏽 #GratefulHeart #FallFamilyTraditions #PumpkinPatchSeason #FaithAndFinance #DadLife #CiderAndDonuts #CornMazeAdventures #ZekeTheWonderDog #DeepRootsFarm #RobinetteMoments #AsherAndAiden #GodIsGood What’s your favorite fall tradition — or your go-to spot this time of year? Always looking for new ideas! 🍁👇
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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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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.