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I've got valuable information and resources to share. Explore away! And check back often.

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Whether it’s a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically. ✨ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70½ or older. ✨ A DAF offers long-term growth for future charitable grants. Don’t miss the Dec. 31 deadline to qualify for 2025 tax benefits. #CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning For more information visit 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

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Whether it’s a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically. ✨ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70½ or older. ✨ A DAF offers long-term growth for future charitable grants. Don’t miss the Dec. 31 deadline to qualify for 2025 tax benefits. #CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning For more information visit 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

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The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt

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The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt

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In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals For more information visit 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.

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In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals For more information visit 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.

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The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Plan today to make tomorrow meaningful. For disclosure information, see thrivent.com/social.

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Plan today to make tomorrow meaningful. For disclosure information, see thrivent.com/social.

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➡️ Small, consistent contributions today can grow into something remarkable tomorrow. #CompoundInterest #StartEarly #FinancialGrowth #MoneyTips For disclosure information, see thrivent.com/social.

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➡️ Small, consistent contributions today can grow into something remarkable tomorrow. #CompoundInterest #StartEarly #FinancialGrowth #MoneyTips For disclosure information, see thrivent.com/social.

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Life can bring uncertainty—especially about money. Many feel overwhelmed and unsure where to start. No matter where you’re starting from, you can move forward with confidence. Let's connect. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Life can bring uncertainty—especially about money. Many feel overwhelmed and unsure where to start. No matter where you’re starting from, you can move forward with confidence. Let's connect. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️

How much life insurance should you have? As life changes, so does the answer to that question.

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Contact us to learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing.

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Contact us to learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing.

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➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy. #InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy. #InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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