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Insights

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

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✅ Spending the holiday season creating meaningful memories with your loved ones. ❌ Stressing over your budget because you feel pressured to spend more. It’s easy to get carried away when you are shopping for Christmas and preparing for holiday gatherings. This season, be mindful about the financial choices you make and avoid pushing yourself to overspend when it’s not necessary.

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✅ Spending the holiday season creating meaningful memories with your loved ones. ❌ Stressing over your budget because you feel pressured to spend more. It’s easy to get carried away when you are shopping for Christmas and preparing for holiday gatherings. This season, be mindful about the financial choices you make and avoid pushing yourself to overspend when it’s not necessary.

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It's beginning to look a lot like ... a great time to determine if these financial steps are right for you.

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It's beginning to look a lot like ... a great time to determine if these financial steps are right for you.

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Market expectations

No one knows for sure what the market will look like at year end, but Thrivent’s Chief Financial & Investment Officer is sharing his best guess. Learn more: http://bit.ly/493xIwI

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Market expectations

No one knows for sure what the market will look like at year end, but Thrivent’s Chief Financial & Investment Officer is sharing his best guess. Learn more: http://bit.ly/493xIwI

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You can still enjoy the holiday season without compromising your budget. Here are some ideas for low-cost activities to do with the family! ❄️ Bake cookies at home ❄️ Holiday movie night ❄️ Decorate gingerbread houses

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You can still enjoy the holiday season without compromising your budget. Here are some ideas for low-cost activities to do with the family! ❄️ Bake cookies at home ❄️ Holiday movie night ❄️ Decorate gingerbread houses

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Get ready for the new year with a 2025 Thrivent calendar featuring inspiring photos submitted by Thrivent clients. Order yours today: https://bit.ly/4eBsNVe

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Get ready for the new year with a 2025 Thrivent calendar featuring inspiring photos submitted by Thrivent clients. Order yours today: https://bit.ly/4eBsNVe

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The Fed's dual mandate

Interest rates and the job market are top of mind for many. Find out where Thrivent’s Chief Investment Strategist thinks these numbers are headed. Learn more: http://bit.ly/493xIwI

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The Fed's dual mandate

Interest rates and the job market are top of mind for many. Find out where Thrivent’s Chief Investment Strategist thinks these numbers are headed. Learn more: http://bit.ly/493xIwI

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Solo 401(k): Definition, rules & taxes

Being your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️

Being your own boss offers a lot of rewards. You're independent. You set your own schedule and choose the projects you'll do. But it also means you're entirely...

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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

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.

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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.

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