Insights

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Earlier this year, I had the opportunity to volunteer alongside fellow Thrivent colleagues at Midwest Food Bank. Grateful for the chance to lend a hand, connect outside the office, and spend time serving our community together. Midwest Food Bank provides food at no cost to nonprofit partners, including food pantries, shelters, and community kitchens that serve neighbors facing food insecurity. We lent a hand in the warehouse, supporting the work that helps get food into our communities. Sometimes giving back is simply making time and showing up. Glad to have been part of it!
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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl
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🏡 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. See thrivent.com/social for important disclosures.
Working tax efficiency into your financial strategy
Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
Make a difference with your money | Thrivent
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.