Insights
What could your future look like with the right plan?Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.See thrivent.com/social for important disclosures.
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.Explore whether charitable bunching is right for you. ⬇️Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
There is a path for you to become a financial advisor (whatever your personality).Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
Love the work you do (while making an attractive income).Find purpose, growth and a team of people invested in your success.Discover more about the financial advisor career: thriventcareers.com/4cIdiwn#CareerChange #FinancialServices #FinancialAdvisor
Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG#Careers #FinancialAdvisor #CareerGrowth #Thrivent
Your hospitality skills can take you beyond hospitality. 👀Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.Discover more: thriventcareers.com/45YmZmH#CareerChange #FinancialServices #FinancialAdvisor
Why do people stay at Thrivent? 🤔Because you can build a career that’s both financially rewarding and deeply purposeful (doing work that means more).Discover why our retention rate is above the industry average: thriventcareers.com/46ccOLr#Careers #FinancialServices #CareerGrowth #Thrivent
Many Thrivent financial advisors pivoted from other industries and achieved the success they knew they were capable of. No matter your background, you can too. Discover how here: thriventcareers.com/4yB4Fgp
The great wealth transfer: What baby boomers need to knowTrillions 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 ⬇️
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
Love working in financial services but looking for an employer that offers more?Our financial advisors enjoy a rewarding, purpose-driven culture and lucrative income opportunities. Learn more here: thriventcareers.com/4vKz0Xa
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.
How to invest for retirement: Account types & strategic movesWhether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?1. Certificate of deposit (CD)2. High-yield savings account3. Multi-Year Guarantee Annuity (MYGA)If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.36386k
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
Big life changes like having a baby, buying a home and getting a pay raise can all impact your income protection needs. As your life evolves, it may be worth revisiting your disability income insurance coverage to make sure it’s keeping up with your priorities. More here: https://bit.ly/449rrOd
If you’re struggling to reconcile stock market highs with concerns about the rising cost of living, check out this short clip with Thrivent’s Chief Financial & Investment Officer David Royal: https://bit.ly/3ReRHnO
As a Thrivent financial advisor, you can grow your own business with the resources of a Fortune 500 company. This is a career that provides the autonomy you want and the support you crave. Discover how you can build and grow your own practice doing deeply meaningful work: thriventcareers.com/4uDYy8u