Are your retirement savings on track?Want to help boost your 2025 tax savings? Let's connect to explore how you can balance your retirement goals with your day-to-day.
How to know if you're saving enough for retirementRoadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇
From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️
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Shifting interest rates signal that it’s time to make sure your money is still well positioned to support your needs, whether that’s maintaining liquidity or building stability for the years ahead.
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With interest rates shifting, now's the time to make sure your cash, investments and other savings are still well positioned to support your needs and goals—whether that means prioritizing flexibility or focusing on higher potential returns.
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The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
Thrivent’s Head of Equity Investments, Jim Tinucci, shares what he’s watching most closely as we head into 2026, given market volatility and mixed economic signals: https://bit.ly/3LM213M
Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
Many people are surprised to learn that taxes can get more complicated in retirement. Here’s the good news: Tax-efficient strategies can help you keep more of your savings working for your lifestyle and the legacy you hope to leave.
Let’s discuss the strategies you can implement to protect your income in retirement.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
Looking for ways to be more tax-efficient? Simple steps like maximizing retirement savings, using tax-advantaged accounts and giving with intention can be a great place to start.
If you’d like to explore how these strategies might fit into your financial plan, let’s connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.
Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
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