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Insights

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

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Does your financial plan address ways to efficiently manage your tax obligations now and in the future? Together, we can assess your plan for opportunities to help minimize what you owe, so you can save more of your hard-earned dollars.​ 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.

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Does your financial plan address ways to efficiently manage your tax obligations now and in the future? Together, we can assess your plan for opportunities to help minimize what you owe, so you can save more of your hard-earned dollars.​ 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.

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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.

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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.

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

The rating reflects Thrivent’s strong financial profile and performance MINNEAPOLIS (May 6, 2025) – S&P Global Ratings recently affirmed its AA+ (Very Strong...

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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How would you cover expenses if you or your spouse needed extended care? It can be easy to overlook future health needs when planning for retirement. But extended care can be costly—and without a funding strategy, it could quickly deplete your savings. Let’s discuss the steps you can take today to ensure that if the need arises, you can focus on your well-being—not on how to pay for care. See thrivent.com/social for important disclosures.

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How would you cover expenses if you or your spouse needed extended care? It can be easy to overlook future health needs when planning for retirement. But extended care can be costly—and without a funding strategy, it could quickly deplete your savings. Let’s discuss the steps you can take today to ensure that if the need arises, you can focus on your well-being—not on how to pay for care. See thrivent.com/social for important disclosures.

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7 ways to help reduce your taxable income

Seeing 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. ⬇️​

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep...

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November 2025 Market Update: Less data, lower rates, strong stocks

October closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.

Recent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.

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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