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What this means for you (and how we can help): • We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense. • We should focus on deduction‐planning now—especially for those items that could go away or change. • You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static. • We help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies

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What this means for you (and how we can help): • We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense. • We should focus on deduction‐planning now—especially for those items that could go away or change. • You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static. • We help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies

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From retirement planning to investments to protecting your family’s future, we’ll walk with you every step of the way. 🤝We're here to help make financial confidence feel personal and possible. 📅 Ready to talk? Let’s connect today. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #FaithDrivenFinance #PurposefulPlanning #RetirementWithConfidence #FaithAndFinances #PlanWithPurpose

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From retirement planning to investments to protecting your family’s future, we’ll walk with you every step of the way. 🤝We're here to help make financial confidence feel personal and possible. 📅 Ready to talk? Let’s connect today. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #FaithDrivenFinance #PurposefulPlanning #RetirementWithConfidence #FaithAndFinances #PlanWithPurpose

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Having a plan for where your income goes (and how it grows) means fewer “uh-oh” moments and more “ahh, we’ve got this” moments. Let’s make sure your hard-earned cash is working as hard as you do! For disclosure information, see thrivent.com/social. #IncomePlanning #MoneyGrowsWithYou #PlanWisely #FinancialConfidence #SmartMoneyMoves

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Having a plan for where your income goes (and how it grows) means fewer “uh-oh” moments and more “ahh, we’ve got this” moments. Let’s make sure your hard-earned cash is working as hard as you do! For disclosure information, see thrivent.com/social. #IncomePlanning #MoneyGrowsWithYou #PlanWisely #FinancialConfidence #SmartMoneyMoves

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The sooner you begin investing, the more time your investments have to work in your favor. For disclosure information, see thrivent.com/social.

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The sooner you begin investing, the more time your investments have to work in your favor. For disclosure information, see thrivent.com/social.

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Before you gobble up the month, take a sec to be thankful for your financial blessings—like being able to save, invest, and plan ahead. 🦃💰 Because nothing says “I’m grateful” like not stressing over next month’s bills! For disclosure information, see thrivent.com/social. #ThankfulFinances #FinancialPlanning #MoneySmarts

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Before you gobble up the month, take a sec to be thankful for your financial blessings—like being able to save, invest, and plan ahead. 🦃💰 Because nothing says “I’m grateful” like not stressing over next month’s bills! For disclosure information, see thrivent.com/social. #ThankfulFinances #FinancialPlanning #MoneySmarts

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And through it all, our core value of generosity shines. Because when you’re wise with money, you’re empowered to live with purpose—and give with joy. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

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And through it all, our core value of generosity shines. Because when you’re wise with money, you’re empowered to live with purpose—and give with joy. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

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Let’s wrap up your 2025 plan before the year does! #YearEndPlanning #FinancialDadJokes #MakeItCount For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Let’s wrap up your 2025 plan before the year does! #YearEndPlanning #FinancialDadJokes #MakeItCount For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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Time to connect with an experienced professional. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

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Time to connect with an experienced professional. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

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Investing is a long game — let’s make sure your strategy stays cooked to perfection. #InvestSmart #DadHumor #LongTermGrowth For disclosure information, see thrivent.com/social.

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Investing is a long game — let’s make sure your strategy stays cooked to perfection. #InvestSmart #DadHumor #LongTermGrowth For disclosure information, see thrivent.com/social.

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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