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Insights

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

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2023 Year-End Financial Checklist

In light of this year’s economic turbulence, recent data suggests optimism for a strong labor market approaching 2024. Devising a well-structured financial strategy can help to put you on track to achieving future financial goals, despite any uncertainty over the outcome of the economy, market, or the future tax environment. Connect with Capitol Region Group of Thrivent today. For disclosure information, see Thrivent.com/social.

Year end financial planning is imperative to preparing for the New Year. Here are ten strategies to consider.

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Join the Thrivent Member Network for Home For The Holidays, a Virtual Christmas Concert featuring Grammy®️ Award-winning artist, Chris Tomlin. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This OnDemand Concert is available for two weeks only – December 10-24. Get your virtual ticket today at https://bit.ly/3gb3RFN. No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Join the Thrivent Member Network for Home For The Holidays, a Virtual Christmas Concert featuring Grammy®️ Award-winning artist, Chris Tomlin. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This OnDemand Concert is available for two weeks only – December 10-24. Get your virtual ticket today at https://bit.ly/3gb3RFN. No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Nothing puts us in the holiday spirit quite like the smell of freshly baked treats! Join Capitol Region Group of Thrivent from the comfort of your own home on Wednesday, December 13, 2023, at 5:00 PM EST, as a King Arthur Baking professional virtually guides you through the ins and outs of making festive and delicious holiday cookies from scratch. Log on for this holiday-exclusive event, "Joy of Cookies," where guests will learn the essentials of cookie baking techniques. Click here to learn more: https://bit.ly/47DUPws. Please RSVP by this Friday, December 8, 2023. Email capitolregiongroup@thrivent.com to reserve your place today. No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Nothing puts us in the holiday spirit quite like the smell of freshly baked treats! Join Capitol Region Group of Thrivent from the comfort of your own home on Wednesday, December 13, 2023, at 5:00 PM EST, as a King Arthur Baking professional virtually guides you through the ins and outs of making festive and delicious holiday cookies from scratch. Log on for this holiday-exclusive event, "Joy of Cookies," where guests will learn the essentials of cookie baking techniques. Click here to learn more: https://bit.ly/47DUPws. Please RSVP by this Friday, December 8, 2023. Email capitolregiongroup@thrivent.com to reserve your place today. No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

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Don’t miss our Market & Economic Update livestream on Tuesday, Dec. 5 at 12:30 PM ET. Thrivent investment leaders will share their perspectives on the health of today’s economy, inflation and interest rates; factors influencing growth at large public companies; and market implications of current global geopolitical events. Register today 👉 https://bit.ly/3gb3RFN No products will be sold. See thrivent.com/social for important disclosures.

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Don’t miss our Market & Economic Update livestream on Tuesday, Dec. 5 at 12:30 PM ET. Thrivent investment leaders will share their perspectives on the health of today’s economy, inflation and interest rates; factors influencing growth at large public companies; and market implications of current global geopolitical events. Register today 👉 https://bit.ly/3gb3RFN No products will be sold. See thrivent.com/social for important disclosures.

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Observed annually on December 1st is National Pie Day! Celebrate today by baking a special pie recipe for someone you love or enjoying a fresh warm slice of your personal favorite. #SavoryOrSweet

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Observed annually on December 1st is National Pie Day! Celebrate today by baking a special pie recipe for someone you love or enjoying a fresh warm slice of your personal favorite. #SavoryOrSweet

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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Giving Tuesday is in full swing! Clients like you have generously donated and we’re well on our way to reaching our goal. Thrivent will make your donation go further by matching $1 for every $2 donated to the Robert Irvine Foundation. Donate Here: https://bit.ly/GT_TheRobertIrvineFoundation Conditions apply.

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Giving Tuesday is in full swing! Clients like you have generously donated and we’re well on our way to reaching our goal. Thrivent will make your donation go further by matching $1 for every $2 donated to the Robert Irvine Foundation. Donate Here: https://bit.ly/GT_TheRobertIrvineFoundation Conditions apply.

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Register today for a livestream of our Market & Economic Update on Tuesday, Dec. 5 at 12:30 PM ET. Thrivent investment leaders will share their perspectives on the health of today’s economy, inflation and interest rates; factors influencing growth at large public companies; and market implications of current global geopolitical events. Reserve your seat today 👉 https://bit.ly/3gb3RFN No products will be sold. See thrivent.com/social for important disclosures.

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Register today for a livestream of our Market & Economic Update on Tuesday, Dec. 5 at 12:30 PM ET. Thrivent investment leaders will share their perspectives on the health of today’s economy, inflation and interest rates; factors influencing growth at large public companies; and market implications of current global geopolitical events. Reserve your seat today 👉 https://bit.ly/3gb3RFN No products will be sold. See thrivent.com/social for important disclosures.

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Black Friday and Cyber Monday Scams: Beware of the Pitfalls | McAfee Blog

With the holiday season comes an abundance of joy and excitement, though individuals should be mindful of the potential for increased online shopping scams. By being vigilant and taking precautions, you can safely navigate through the holiday shopping frenzy and prevent yourself from falling victim to these Black Friday and Cyber Monday scams.

With the shopping bonanzas of Black Friday and Cyber Monday comes a flurry of deals and offers, some of which are too good to be true. Unfortunately, the...

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May your blessings be multiplied this year and throughout all your life! Happy Thanksgiving wishes to you, from Capitol Region Group of Thrivent.

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May your blessings be multiplied this year and throughout all your life! Happy Thanksgiving wishes to you, from Capitol Region Group of Thrivent.

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.

Not all team members may provide all products, programs and services in all states.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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