If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner.
🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow.
Get in touch if you’d like to talk through how to incorporate these into your overall financial plan.
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.
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.
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.
The first step to building a portfolio? Choosing the right asset mix.
A diversified portfolio may include:
✅ Cash
✅ Stocks
✅ Bonds
✅ Mutual funds and ETFs
Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level.
Learn more 👉 https://bit.ly/45HHnZe
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
Thinking more about risk tolerance? Wondering if you’re investing enough—or in the right places? Curious how taxes, diversification and changing priorities affect your long-term goals?
As life becomes more complex, your investment strategy should evolve with it. Let’s review where you are today and build a financial plan that helps you move forward with clarity and confidence.
See thrivent.com/social for important disclosures.
Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for this stage of life.
➡️ Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon and your risk tolerance. Together, they can reveal whether your current allocation still supports what you need in the years ahead.
If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy together and build a financial plan that supports you now—and throughout retirement.
See thrivent.com/social for important disclosures.
Thrivent Night at the NC SymphonyJoin us for a night where the beauty of live orchestral performance meets the power of community!
When: Friday, March 6th at 8 pm
Where: Martin Marietta Center for the Performing Arts, 2 E. South St, Raleigh, NC
Experience an unforgettable evening of music and inspiration at the North Carolina Symphony!
Immerse yourself in the rich sounds of the symphony and enjoy a relaxing, elegant atmosphere perfect for connecting with others who share your love for music and meaningful experiences.
Whether you are a longtime classical music fan or experiencing a symphony performance for the first time, this concert offers a wonderful opportunity to enjoy a beautiful night out in one of Raleigh’s premier venues. Make it a date night, invite a friend, or simply enjoy an evening immersed in exceptional music.
What to expect:
A live performance of Chopin’s Piano Concerto No. 1, performed by a world‑class orchestra
A relaxed, welcoming atmosphere perfect for a night out
A memorable evening centered on music and shared experience
We’ve reserved a block of tickets for this event, and seating is limited.
Tickets are only $10/person (an $80 value)! Reserve your spot today and bring a friend for an evening that will inspire and uplift!
Registration Link: https://www.eventbrite.com/e/thrivent-presents-the-power-of-membership-at-the-nc-symphony-tickets-1978652309321?aff=FAPromo
Disclosure:
This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold.
If investing feels like the one thing you haven’t been able to cross off your checklist, don’t stress.
The key is getting started—no matter the amount. And when you’re in your 20s and 30s, time is on your side. Small contributions today can turn into meaningful growth over time.
Here’s how to begin investing on a tight budget ➡️ https://bit.ly/4jAJ3tt
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.
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
When you’re juggling big priorities—saving for a home, paying down debt or supporting a growing family—investing is easy to push to the bottom of the list.
But here’s why it deserves your attention. 👇
Even small, steady contributions can grow meaningfully over time thanks to compound growth. The earlier you begin and the more consistent you are, the greater your long-term potential.
Learn more: https://bit.ly/4aS7iRG
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.
Want to know which two key economic indicators Thrivent’s Chief Financial & Investment Officer, David Royal, will be watching in 2026? Hear his thoughts: https://bit.ly/4qryL1x
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.
