Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact.
Get in touch to explore whether a DAF fits into your financial strategy.
See thrivent.com/social for important disclosures.
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.
LinkedInI’m thrilled to be joining an incredible lineup of panelists as a financial advisor at this upcoming Total Business Breakthrough event centered around purpose, growth, and strengthening your financial mindset.
If you’re looking for fresh motivation or practical next steps, I’d love to see you there.
✨ Register now and be part of the experience! https://www.growthacademycoaching.com/the-total-business-breakthrough/
Feel free to contact me directly if you’d like more details or want to explore how purpose-driven financial planning can support your goals.
#Empowerment #LeadershipJourney #FinancialEducation #GrowthMindset #ThriventEvents
See thrivent.com/social for disclosures. No Products will be sold.
Charitable 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: https://bit.ly/43xqhw6
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
The Total Business Breakthrough - Joe Novara - Business Mindset CoachI’m honored to be part of this upcoming event as a financial advisor and panelist, where I’ll be sharing insights on personal growth, meaningful leadership, and building financial confidence.
Empowering individuals and organizations to think bigger and move forward with clarity is something I’m passionate about — especially through purpose-driven financial planning.
👇 Secure your seat and join the conversation! www.totalbusinessbreakthrough.com
If you’d like to connect beforehand or have questions, don’t hesitate to reach out.
#ProfessionalGrowth #Inspiration #EventSpeaker #FinancialConfidence #ThriventCommunity
See thrivent.com/social for disclosures. No Products will be sold.
LinkedInI’m excited to share that I’ll be serving as a financial advisor and panelist at this upcoming event! I’m really looking forward to connecting with our community and offering insight on leadership, purpose-driven financial planning, and building greater financial confidence.
If you’re looking for encouragement, clarity, and actionable strategies, I’d love to have you join us.
👉 Register today to reserve your spot! https://lnkd.in/gy65f6av
And if you’d like more information, feel free to reach out — I’m always happy to connect.
#LeadershipDevelopment #FinancialWellness #PurposeDrivenLife #CommunityImpact #Thrivent #LiveWithPurpose
See thrivent.com/social for disclosures. No Products will be sold.
If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
Grateful to volunteer with Junior Achievement of the Triad at High Point Central High School. I spent time with students discussing why planning for their financial future matters starting with small habits, clear goals, and learning to make thoughtful choices.
Big thanks to the educators and JA volunteers who make these real‑world conversations possible.
#JuniorAchievementOfTheTriad
#FinancialLiteracy
#HighPoint
#CommunityImpact
#Volunteering
Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.
The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0
If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
