Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
How to invest for retirement: Account types & strategic movesWhether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
👉 “My kids will figure it out after I’m gone.”This is a common sentiment—and one of the most avoidable estate planning mistakes.A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love.If you have questions or need help getting started, please get in touch.See thrivent.com/social for important disclosures.
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.36386k-2
Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.
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.
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw
Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on.Early-stage entrepreneurs may face:✅ Unpredictable income✅ Tax complexity✅ Blurred lines between personal and business finances✅ High debt levels✅ Difficulty saving for the futureA thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence.See thrivent.com/social for important disclosures.
What is portfolio rebalancing? Tips to maintain your target investment mixIs now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
