Insights
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.
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️
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/4fIaSQk
See thrivent.com/social for important disclosures.
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact us today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
WELCOME MARIE!
We are excited to welcome Marie Leng to our team as an Office Professional. She has been a great addition to help serve our clients with the care and excellence that they deserve. Please help us give a warm welcome to Marie.
Marie is an active member of St. John’s Lutheran Church in Marysville, Ohio, where she is involved in volunteer outreach and community efforts. Her faith is central to her life, and she values opportunities to grow through Bible study and service.
She and her husband, Jesse, have been married for 21 years and have raised four daughters. Marie has been a dedicated supporter of their daughters’ wrestling journeys, including opportunities at Marysville High School, Otterbein University, and the University of Iowa. These experiences have deepened her appreciation for perseverance, discipline, and encouraging others to pursue their goals.
Outside of work, Marie enjoys spending time outdoors and has a strong love for nature and animals. Whether supporting clients behind the scenes, serving her community, or spending time with family, she is committed to building meaningful connections and making a positive impact.
As always, please feel free to reach out with any questions or to talk about your financial needs and goals.
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.
Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.
Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one.
Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss.
Learn more about this new membership benefit: https://bit.ly/43H43Zn
✨Thank You for Joining Us! ✨
We’re so grateful to everyone who attended our recent event to the Columbus Clippers game. Your presence made it meaningful, and your generosity made it impactful!
Thanks to your donations, we were able to collect supplies to send 20 NC4K heroes back to school. Your kindness will help set them up for success, and that’s something to celebrate!
It was great to connect, share conversations, and come together as a Thrivent Community for a great cause. We look forward to seeing you again soon!
#LiveGenerously
#NC4K
#Thrivent
Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Do you have a heart for service and want a job where you can help make a difference in people’s lives? Thrivent financial advisors make an impact by providing expert financial advice to clients that helps them reach their goals, while being as generous as they can.
Learn more about this lucrative career opportunity: thriventcareers.com/4iMM2wI
In 2024, YOU-our amazing Thrivent Community-have shown what it truly means to LIVE GENEROUSLY!
From volunteering your time hosting Thrivent Action Teams, giving resources using your Thrivent Choice®️ dollars and supporting causes that matter to you, your impact has been felt far and wide.
Thank you for being a part of a community that cares, gives and uplifts.
Are you and your partner on the same page about your finances? Having a clear understanding of each other’s financial perspectives and goals can bring you closer as a couple. Here are tips for starting those conversations: https://bit.ly/4iAWWph