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

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Are you confident you’re making the most of your retirement income? Taxes, Social Security, Medicare, and charitable giving can make retirement planning complicated — but the right strategies can make a big difference. Join Thrivent's free Savvy Tax Strategies webinar on Thursday, October 16th at 12:30 PM to learn actionable approaches for: 📈 Account Withdrawals: Learn considerations for drawing from taxable, tax-deferred, and tax-free accounts. 💰 Social Security Taxation: Understand ways to reduce potential taxes on benefits. 🏥 Medicare IRMAA: Navigate surcharges and healthcare costs. 🔄 Roth Conversions: Explore approaches for managing your tax bracket strategically. 🎁 Generosity: Discover how charitable giving can fit into your retirement plan. This session is designed for individuals and couples preparing for or already in retirement. Reserve your spot today — space is limited! No products will be sold. 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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Are you confident you’re making the most of your retirement income? Taxes, Social Security, Medicare, and charitable giving can make retirement planning complicated — but the right strategies can make a big difference. Join Thrivent's free Savvy Tax Strategies webinar on Thursday, October 16th at 12:30 PM to learn actionable approaches for: 📈 Account Withdrawals: Learn considerations for drawing from taxable, tax-deferred, and tax-free accounts. 💰 Social Security Taxation: Understand ways to reduce potential taxes on benefits. 🏥 Medicare IRMAA: Navigate surcharges and healthcare costs. 🔄 Roth Conversions: Explore approaches for managing your tax bracket strategically. 🎁 Generosity: Discover how charitable giving can fit into your retirement plan. This session is designed for individuals and couples preparing for or already in retirement. Reserve your spot today — space is limited! No products will be sold. 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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Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Steer clear of costly tax pitfalls by knowing what to watch for. Discover how to unlock valuable deductions, claim key credits, and streamline your approach to...

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Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4

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Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4

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Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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.

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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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