If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
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.
2026 Social Security COLA increase: What future retirees should knowYou may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.
It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
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.
The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
Elmwood Zoo Event
December 20, 2025, 5:00 pm EST
Elmwood Park Zoo, 1661 Harding Boulevard, Norristown, PA
As part of a Thrivent Member Network,
you’re among a group of local Christians who
come together to learn, support one another
and make a real impact in our communities.
thrivent.com • 800-847-4836 29112UF R7-20
We invite you to join us for Light up with
Generosity, hosted by the Thrivent
Member Network–Mid-Atlantic Region.
Get ready to wander through a sparkling
wonderland packed with lights, animals, and
festive fun all while make memories with your
loved ones.
Participate in a Thrivent Action Team | This
holiday season, we invite you to share the
warmth -please consider bringing a donation
of a cozy robe and slippers to brighten the
day for residents in local nursing facilities.
Tickets are limited.
Register with this Link:
https://www.eventbrite.com/e/light-up-with-generosity-tickets-1963536382176?aff=Flyer
No products will be sold at this event.
For additional important information, visit thrivent.com/disclosures.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy.
Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come.
See thrivent.com/social for important disclosures.
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.
Elmwood Zoo Event
December 20, 2025, 5:00 pm EST
Elmwood Park Zoo, 1661 Harding Boulevard, Norristown, PA
As part of a Thrivent Member Network,
you’re among a group of local Christians who
come together to learn, support one another
and make a real impact in our communities.
thrivent.com • 800-847-4836 29112UF R7-20
We invite you to join us for Light up with
Generosity, hosted by the Thrivent
Member Network–Mid-Atlantic Region.
Get ready to wander through a sparkling
wonderland packed with lights, animals, and
festive fun all while make memories with your
loved ones.
Participate in a Thrivent Action Team | This
holiday season, we invite you to share the
warmth -please consider bringing a donation
of a cozy robe and slippers to brighten the
day for residents in local nursing facilities.
Tickets are limited.
Register with this Link:
https://www.eventbrite.com/e/light-up-with-generosity-tickets-1963536382176?aff=Flyer
No products will be sold at this event.
For additional important information, visit thrivent.com/disclosures.
If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
See thrivent.com/social for important disclosures.
How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
In Person at the Lansdale Office:
601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday November 11th at 6:30 PM
Thursday November 20th at 6:30 PM
Enrolling in Medicare can feel like working on a puzzle with no border pieces.
It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.
You’ll learn:
• An overview of Medicare and options.
• Key points to consider with each plan.
• When and how to enroll.
Let us help you understand how Medicare fits in with the other pieces of your retirement strategy.
RSVP: cheryl.berry@thrivent.com or 215-361-2810
No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23
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.👇
What you need to know about legacy planning & how to get startedWhy is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
Life insurance checkupTime for a closer look at your plan? Even strong financial plans need upkeep. Discover reasons to explore a proactive check-in and why it’s worth revisiting areas like insurance coverage, savings and tax strategy. ⬇️
