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Insights

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

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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Your degree doesn’t lock you into one field or profession. If you’re looking for a career change, consider becoming a Thrivent financial advisor. Skills you’ve built over years in your current field like effective communication, problem solving and relationship building set you up for a successful career in the financial services industry. Learn more: thriventcareers.com/3xHEU3c

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Your degree doesn’t lock you into one field or profession. If you’re looking for a career change, consider becoming a Thrivent financial advisor. Skills you’ve built over years in your current field like effective communication, problem solving and relationship building set you up for a successful career in the financial services industry. Learn more: thriventcareers.com/3xHEU3c

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Interest rates & liquidity challenges drive collapse of two regional banks

The recent failure of two regional banks made headlines and contributed to some market turmoil. Thrivent Chief Investment Strategist Steve Lowe shares insight into the factors behind the collapse, and what markets are watching for moving forward.

Steve Lowe, Chief Investment Strategist at Thrivent, shares insights on the recent collapse of two regional banks.

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9 myths about disability insurance

Not sure if disability income insurance is something you need? Check out these 9 myths that may change your mind.

If you relied on an app to automatically transfer money to your checking or savings account, would you protect it? Most of us would do what we could to ensure...

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Did you use any funds from your emergency savings last year? Don’t forget to replenish it—you can help prevent financial strain in case you need to tap into it again this year due to unplanned expenses.

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Did you use any funds from your emergency savings last year? Don’t forget to replenish it—you can help prevent financial strain in case you need to tap into it again this year due to unplanned expenses.

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Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR

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Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR

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What to do with your 401(k) when you're leaving your job

Transitioning to a new career and not sure what to do with your 401(k)? Whether you transfer it to your new employer or leave it with your old employer, these pros and cons may help you decide what to do next.

An estimated 16 million Americans who’ve left their jobs have also abandoned retirement-account assets, usually because it was a relatively small amount they...

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January is Financial Wellness Month. Have you set any financial wellness goals for yourself this year?

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January is Financial Wellness Month. Have you set any financial wellness goals for yourself this year?

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Please join us in supporting NourishPHX. NourishPHX serves 15,000 families annually with food, clothing, hygiene, diapers, learning opportunities and job assistance. More than 38% are children with working parents living paycheck-to-paycheck. With each item of clothing and meal provided, they give hope and dignity back to the working poor in Phoenix. We are hosting an online fundraiser and will match up to the first $6,000 donated https://thrivent.cotribute.co/events/742321/detail until 12/16! We are also hosting a Holiday Food Drive and will have a collection box in the office through 12/19. We would love to have you drop off canned fruits, vegetables, peanut butter and jelly (email lisa.shillingburg@thrivent.com for a full list of items needed). No products will be sold. For more information visit Thrivent.com/social

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Please join us in supporting NourishPHX. NourishPHX serves 15,000 families annually with food, clothing, hygiene, diapers, learning opportunities and job assistance. More than 38% are children with working parents living paycheck-to-paycheck. With each item of clothing and meal provided, they give hope and dignity back to the working poor in Phoenix. We are hosting an online fundraiser and will match up to the first $6,000 donated https://thrivent.cotribute.co/events/742321/detail until 12/16! We are also hosting a Holiday Food Drive and will have a collection box in the office through 12/19. We would love to have you drop off canned fruits, vegetables, peanut butter and jelly (email lisa.shillingburg@thrivent.com for a full list of items needed). No products will be sold. For more information visit Thrivent.com/social

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NourishPHX serves 15,000 families annually with food, clothing, hygiene, diapers, learning opportunities and job assistance. More than 38% are children with working parents living paycheck-to-paycheck. With each item of clothing and meal provided, they give hope and dignity back to the working poor in Phoenix. Please join us in supporting NourishPHX in one of two ways. We are hosting an online fundraiser and will match up to the first $6,000 donated. Click here: https://thrivent.cotribute.co/events/742321/detail to make a donation anytime 12/7 -12/16. We are also hosting a Holiday Food Drive and will have a collection box in the office 12/7 - 12/19. We would love to have you drop off canned fruits, vegetables, peanut butter and jelly (email lisa.shillingburg@thrivent.com for a full list of items needed). No products will be sold. For more information visit Thrivent.com/social

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NourishPHX serves 15,000 families annually with food, clothing, hygiene, diapers, learning opportunities and job assistance. More than 38% are children with working parents living paycheck-to-paycheck. With each item of clothing and meal provided, they give hope and dignity back to the working poor in Phoenix. Please join us in supporting NourishPHX in one of two ways. We are hosting an online fundraiser and will match up to the first $6,000 donated. Click here: https://thrivent.cotribute.co/events/742321/detail to make a donation anytime 12/7 -12/16. We are also hosting a Holiday Food Drive and will have a collection box in the office 12/7 - 12/19. We would love to have you drop off canned fruits, vegetables, peanut butter and jelly (email lisa.shillingburg@thrivent.com for a full list of items needed). No products will be sold. For more information visit Thrivent.com/social

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.

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

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