News and Insights
As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.
Preparing for the future means having a strategy that can help your family make decisions about your care needs down the road. Learn more about extended care planning: https://bit.ly/4hqEDUu
Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.
Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given.
See thrivent.com/social for important disclosures.
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025.
Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
Parenting goals: Living generously and showing the next generation how it’s done. Here’s how to get the entire family involved: https://bit.ly/3U5d6ht
Who else needs a tissue?
It really does come so fast.
So cherish every moment.
And plan for their education expenses as early as possible.
Need help? Here when you’re ready.
Basics of a financial plan: What it is & getting started
Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social
Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.
Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ
Take a look, then let’s schedule a time to talk about your family’s needs.
Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆
The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively.
The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO
Notice more for sale signs as the weather warmed up? It’s no surprise—summer’s peak moving season! 📦🏠 Consider these smart money moves before buying your next home.
Discover more money moves here: https://bit.ly/45ObFZv
"Rejoice in the Lord always. I will say it again: Rejoice!" - Philippians 4:4
Here’s a simple summer financial tip: Take advantage of hot interest rates! 🔥☀️
If you have money in a checking account or other low-interest investment, consider moving it to a high yield savings account or CD where it can earn more. Always nice to earn a little extra by doing (almost) nothing! 😎
Home improvement project in the works? Have a short-term financial need? A home equity term loan or home equity line of credit may be a good option depending on how much you need and how it will be used.
See if a home equity loan is right for you: https://bit.ly/3VRO5aR