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Insights

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

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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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December 2024 Market Update: Stocks keep rolling

Learn how markets evaluated the presidential election results in Thrivent Asset Management’s December 2024 Market Update.

The economy stayed strong in November despite uncertainty around the U.S. election.

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Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP

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Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

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What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals. See thrivent.com/social for important disclosures.

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Have you thought about business succession planning? What happens when you retire? Here are some things to consider when planning for the future: https://bit.ly/3YiOC6S

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Have you thought about business succession planning? What happens when you retire? Here are some things to consider when planning for the future: https://bit.ly/3YiOC6S

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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.

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Wondering how you can help preserve and protect the small business you’ve worked so hard to build? Let’s connect and discuss further. See thrivent.com/social for important disclosures.

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November 2024 Market Update: Stocks and bonds take a breath

Learn why we think the economy is still slowing but see signs of growth stabilizing in the markets in Thrivent's November Market Update.

The economy and consumer remain resilient.

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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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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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.

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

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