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Insights

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

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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Help build your kids a path to success by teaching them financial literacy early on. You can help empower them with a strong financial foundation that will give them confidence for future money management.

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Help build your kids a path to success by teaching them financial literacy early on. You can help empower them with a strong financial foundation that will give them confidence for future money management.

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Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆 The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively. The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO

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Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆 The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively. The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given. See thrivent.com/social for important disclosures.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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Navigating open enrollment: 5 ways to make the best choices for your family

With open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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How to prepare for the risks to your retirement savings

Retiring means you'll be embarking on a new phase of life. Plan now to ensure your next chapter is protected against these common retirement risks. ⬇️

Retiring means you'll be embarking on a brand-new phase of life. To enjoy it to the fullest, you need to know that you've saved enough, the income sources you...

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Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

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Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

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Income Match Assessment | Thrivent

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

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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