Insights
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
In Person at the Montgomeryville Office:
601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday, November 10th at 6:30 PM
Wednesday, November 18th at 6:30 PM
Enrolling in Medicare can feel like working on a puzzle with no border pieces.
It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.
You’ll learn:
• An overview of Medicare and options.
• Key points to consider with each plan.
• When and how to enroll.
Let us help you understand how Medicare fits in with the other pieces of your retirement strategy.
RSVP: Cheryl.berry@thrivent.com or call 215-361-2810
No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23
For additional important disclosures, see Thrivent.com/social
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
In Person at the Montgomeryville Office:
601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday, November 10th at 6:30 PM
Wednesday, November 18th at 6:30 PM
Enrolling in Medicare can feel like working on a puzzle with no border pieces.
It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.
You’ll learn:
• An overview of Medicare and options.
• Key points to consider with each plan.
• When and how to enroll.
Let us help you understand how Medicare fits in with the other pieces of your retirement strategy.
RSVP: Cheryl.berry@thrivent.com or call 215-361-2810
No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23
For additional important disclosures, see Thrivent.com/social
How an allowance for kids teaches financial lessons for adulthoodLooking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.
Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
In Person at the Montgomeryville Office:
601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday, November 10th at 6:30 PM
Wednesday, November 18th at 6:30 PM
Enrolling in Medicare can feel like working on a puzzle with no border pieces.
It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.
You’ll learn:
• An overview of Medicare and options.
• Key points to consider with each plan.
• When and how to enroll.
Let us help you understand how Medicare fits in with the other pieces of your retirement strategy.
RSVP: Cheryl.berry@thrivent.com or call 215-361-2810
No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.
Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
In Person at the Montgomeryville Office:
601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday, November 10th at 6:30 PM
Wednesday, November 18th at 6:30 PM
Enrolling in Medicare can feel like working on a puzzle with no border pieces.
It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.
You’ll learn:
• An overview of Medicare and options.
• Key points to consider with each plan.
• When and how to enroll.
Let us help you understand how Medicare fits in with the other pieces of your retirement strategy.
RSVP: Cheryl.berry@thrivent.com or call 215-361-2810
No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-26
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.
Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
In Person at the Montgomeryville Office:
601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday, November 10th at 6:30 PM
Wednesday, November 18th at 6:30 PM
Enrolling in Medicare can feel like working on a puzzle with no border pieces.
It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.
You’ll learn:
• An overview of Medicare and options.
• Key points to consider with each plan.
• When and how to enroll.
Let us help you understand how Medicare fits in with the other pieces of your retirement strategy.
RSVP: Cheryl.berry@thrivent.com or call 215-361-2810
No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23
For additional important disclosures, see Thrivent.com/social
The great wealth transfer: What baby boomers need to knowTrillions 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 ⬇️
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?
Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️