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Insights

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

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Help your money last in retirement

A 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.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4n9Dq6Z

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Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4n9Dq6Z

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Taking Social Security early? Reasons to consider (with pros & cons)

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

You can claim your Social Security retirement benefits as early as age 62. If you have limited retirement savings or more immediate income needs, delaying...

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5 simple retirement planning questions to ask yourself

Living your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️

Your retirement years can be some of the best of your life, but reaching your financial and lifestyle goals requires planning. Here are five questions to help...

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Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.​ ​ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.​ ​ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you. See thrivent.com/social for important disclosures.

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Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you. See thrivent.com/social for important disclosures.

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What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?​ Let’s discuss how adjusting your tax withholding could boost your take home pay. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?​ Let’s discuss how adjusting your tax withholding could boost your take home pay. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Are you at full retirement age? Reach out to learn more about taking full Social Security benefits at age 67. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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Are you at full retirement age? Reach out to learn more about taking full Social Security benefits at age 67. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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As the year starts to wrap up, check in with your career goals! 💼 If you’re looking to make a change, consider the Thrivent financial advisor career, which offers unlimited earning potential, industry leading benefits and support to help you thrive: thriventcareers.com/3C6gSB5

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As the year starts to wrap up, check in with your career goals! 💼 If you’re looking to make a change, consider the Thrivent financial advisor career, which offers unlimited earning potential, industry leading benefits and support to help you thrive: thriventcareers.com/3C6gSB5

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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. 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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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