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Insights

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

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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Licensed and ready for more? Find your opportunity at Thrivent.​ Our financial advisors provide meaningful money guidance to clients. Plus, they enjoy lucrative income, advancement opportunities and industry-leading support.​ Put your credentials to work at a different kind of financial services company: thriventcareers.com/3uN8QJE

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Licensed and ready for more? Find your opportunity at Thrivent.​ Our financial advisors provide meaningful money guidance to clients. Plus, they enjoy lucrative income, advancement opportunities and industry-leading support.​ Put your credentials to work at a different kind of financial services company: thriventcareers.com/3uN8QJE

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Considering disability income insurance coverage but want to know more about what it might cost?​ ​ Know that premiums typically range from 1%-4% of your income. However, factors like the amount of income you want covered, your chosen benefit period, age and health ultimately determine what your premium will be. Dive deeper here: https://bit.ly/4vNjfPO

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Considering disability income insurance coverage but want to know more about what it might cost?​ ​ Know that premiums typically range from 1%-4% of your income. However, factors like the amount of income you want covered, your chosen benefit period, age and health ultimately determine what your premium will be. Dive deeper here: https://bit.ly/4vNjfPO

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Extended care planning can help you maintain your future independence, protect your finances and gain confidence knowing that when your health changes and you need assistance, you’ll have options. It may allow you to: 1️⃣ Choose where you receive care—even in your own home 2️⃣ Ensure your loved ones can be care managers, not caregivers 3️⃣ Prepare for the cost of care with greater certainty If you haven’t yet considered how to fund extended care, now is the time. Let’s discuss your options. See thrivent.com/social for important disclosures.

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Extended care planning can help you maintain your future independence, protect your finances and gain confidence knowing that when your health changes and you need assistance, you’ll have options. It may allow you to: 1️⃣ Choose where you receive care—even in your own home 2️⃣ Ensure your loved ones can be care managers, not caregivers 3️⃣ Prepare for the cost of care with greater certainty If you haven’t yet considered how to fund extended care, now is the time. Let’s discuss your options. See thrivent.com/social for important disclosures.

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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

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Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:​ 1) Discover annuity basics: https://bit.ly/4goM2pe 2) Learn how annuities are taxed: https://bit.ly/4ozlVOi 3) Explore different types of annuities: https://bit.ly/4vRyUgO ​ Feel free to reach out with any questions you might have as you research. Here to be a resource for you.

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Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:​ 1) Discover annuity basics: https://bit.ly/4goM2pe 2) Learn how annuities are taxed: https://bit.ly/4ozlVOi 3) Explore different types of annuities: https://bit.ly/4vRyUgO ​ Feel free to reach out with any questions you might have as you research. Here to be a resource for you.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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The great wealth transfer: What baby boomers need to know

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

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Discover how strategies like dollar-cost averaging and diversification can help you avoid these common investing mistakes: https://bit.ly/4op2W9k

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Discover how strategies like dollar-cost averaging and diversification can help you avoid these common investing mistakes: https://bit.ly/4op2W9k

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An investment portfolio is a mix of assets and usually includes stocks, bonds and other securities. Choosing the right combination of assets for your portfolio can help you meet your needs and enjoy life to the fullest. But which assets do you pick and how do you get started? Find out here: https://bit.ly/4xlH3vs ​ Interested in creating an investment portfolio that meets your needs? Let’s set up a meeting.

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An investment portfolio is a mix of assets and usually includes stocks, bonds and other securities. Choosing the right combination of assets for your portfolio can help you meet your needs and enjoy life to the fullest. But which assets do you pick and how do you get started? Find out here: https://bit.ly/4xlH3vs ​ Interested in creating an investment portfolio that meets your needs? Let’s set up a meeting.

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.

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

Not all team members may office at the locations listed.

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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