Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk.
👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes.
If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss.
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Help your money last in retirementA 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.
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
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.
5 simple retirement planning questions to ask yourselfLiving your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️
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.
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.
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.
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.
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
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.
Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.
See thrivent.com/social for important disclosures.
Thrivent financial advisors provide expert advice, helping people navigate uncertainty with confidence and clarity.
Join us for a deeply purposeful and financially rewarding career: thriventcareers.com/4hWlMQP
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how we can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
Feeling behind on retirement savings? You’re not alone.
No matter your age, there are steps you can take—and every step forward counts.
Not sure where to start? Let’s talk. Together, we can create a personalized strategy to help you work toward your retirement goals.
See thrivent.com/social for important disclosures.
👉 Tip: Your withdrawal strategy matters.
A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals.
If you’d like help creating a strategy to maximize your retirement savings, let’s connect.
See thrivent.com/social for important disclosures.
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
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.
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.
Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more.
Watch the conversation: https://bit.ly/3Jemn4t
