Financial planning isn’t just for high earners—it’s for everyday people with goals both big and small.
Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities.
👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish.
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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, 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.
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.
You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises.
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Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps:
1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty.
2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums.
3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about.
A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income.
Get in touch if you’d like help reviewing your year-end strategy.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
🏡 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.
Life insurance | ThriventWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
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. ⬇️
