Insights
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. ⬇️
The good news? You don’t have to wait until RMDs begin to start planning.Strategies like Roth conversions, charitable giving, wealth transfer and thoughtful income planning can help you manage the tax impact over time.The earlier you plan, the more options you may have.For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.#RetirementPlanning #RMD #TaxPlanning #RetirementIncome #FinancialPlanning
Instead of spreading donations evenly each year, you may combine multiple years of giving into one year—potentially allowing you to itemize deductions in that year.Generosity can be heartfelt AND strategic.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional.#CharitableBunching #TaxPlanning #Generosity #FinancialStrategy #GiveSmart
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.
With a plethora of experience, we meet you where you are and walk alongside you toward where you want to go.Your starting point doesn’t have to be your final destination.For disclosure information, see thrivent.com/social
Make sure you direct yours! https://bit.ly/3T9MlLvFor disclosure information, see thrivent.com/social.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.This single premium fixed deferred annuity offers:• Dependable interest• Tax-deferred earnings• Protection from market riskContact us today if you want to discuss if this is right for you.For additional interest rates and other important information: https://bit.ly/4fFumVISee thrivent.com/social for important disclosures.
Free financial coaching that’s actually free.https://bit.ly/4AHV2xBFor disclosure information, see thrivent.com/social.
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/4fIaSQkSee thrivent.com/social for important disclosures.
Because a good financial plan isn’t just about what you have.It’s about what you want your life to look like. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
Life will throw curveballs. Some will be exciting. Some won’t.Our role is to walk alongside you, help you make sense of the change, and figure out the next right move.Your story is yours. We’re here to help you navigate it.See thrivent.com/social for additional disclosures.
More options to give.More options to dream.More options to spend your time doing what matters most.For more information visit Thrivent.com/social.#FinancialFreedom #LiveWithPurpose
NOTICE: on behalf of Thrivent Advisor, Pete Fannin in Clintonville. Our phone system has been streamlined. EFFECTIVE IMMEDIATELY: Pete’s new number is 920-982-3133. Please discard any other numbers you might have. Please note, Pete’s office location in Clintonville has NOT changed. Thank you.For disclosure information, see thrivent.com/social
We help you prepare for the financial side of that next chapter—before retirement and throughout it.Because your retirement plan should be built around your life, not someone else’s checklist.For disclosure information, see thrivent.com/social
Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love.A financial plan won't stop life's surprises, but it can help you face them with a little more confidence.See thrivent.com/social for additional disclosures.#FinancialPlanning #PrepareWithPurpose
We believe planning isn't a one-time event—it's an ongoing partnership. Together, we'll build a strategy that grows with your life, adapts to change, and keeps your long-term goals in focus.Because your future deserves more than a file sitting on a shelf.For disclosure information, see thrivent.com/social.#FinancialPlanning #RetirementPlanning #PlanWithPurpose
Being the person everyone depends on feels pretty good.Until you want to take a vacation. 😉Or retire.Or something unexpected happens.Part of succession planning is building a business that can keep moving forward—even when you’re no longer the one making every decision.That can mean stronger systems, documented processes, developing key people and creating a clear plan for ownership.Build a business people can buy—not one they can only buy from you.For disclosure information, see thrivent.com/social.
It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most.For disclosure information, see thrivent.com/social#FaithAndFinance #FinancialPlanning #LiveGenerously
Good financial planning looks beyond today.We build lasting relationships with our clients and work alongside them through the financial decisions that matter now—and the ones that will matter years from now.That means working with you, your family, and the next generation to create a strategy designed around your goals.Because financial clarity isn’t just about knowing where you are.It’s knowing where you’re going next.#FinancialClarity #LegacyPlanning #FinancialStrategyFor disclosure information, see thrivent.com/social
Those initials aren't there to impress you.They're there to better serve you.See thrivent.com/social for additional disclosures