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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Merry Christmas from the whole team. Wishing you and yours a wonderful holiday!

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Merry Christmas from the whole team. Wishing you and yours a wonderful holiday!

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and...

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Empowering women to take control of their financial future

Eva Stukenberg and Kenya McKnight-Ahad discuss moving beyond financial literacy and setting a vision for wealth. https://www.thrivent.com/insights/investing/empowering-women-to-take-control-of-their-financial-future #BloomThrivent #WomenMoney

As the CEO and founder of the Black Women’s Wealth Alliance, Kenya McKnight-Ahad has made financial education and opportunities her mission. Her Minneapolis...

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Fighting inflation? Experts offer tips based on your age

Mention in the #StarTribune with #Thrivent https://www.startribune.com/how-to-deal-with-inflation-depends-on-your-age/600159616/

Financial advisers have a bag of tricks to help consumers cut back on household budgets.

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The SECURE Act 2.0 allows a 529 plan rollover to a Roth IRA

Starting in 2024, beneficiaries of 529 accounts will have the option to transfer funds into their Roth IRA. For more information around eligibility requirements, check out this article.

The SECURE Act 2.0 created an exciting new option for people who invested more than they needed in 529 college saving plans: some of those funds can be used...

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How the SECURE Act 2.0 changed RMDs

Wondering how the SECURE Act 2.0 has impacted required minimum distributions (RMDs)? Take a look at these four changes and let’s connect if you want to discuss how this may impact your retirement plans.

At the end of 2022, Congress passed a law pertaining to retirement accounts, such as 401(k)s, that affects all investors. The SECURE Act 2.0 was designed to...

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8 Ways Gen Zers Can Creatively Budget To Fight Inflation

Eva Stukenberg from our team shares creative tips for those who are returning to the office in the midst of rising cost of living expenses. https://www.gobankingrates.com/saving-money/budgeting/8-ways-gen-zers-can-creatively-budget-to-fight-inflation/

It’s time to delete convenience apps.

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Ended the week feeling aligned and connected with my fabulous team! 2023 strategic planning, followed by a friendly virtual golf game. These ladies are the best! #BloomThrivent #TeamRetreat

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Ended the week feeling aligned and connected with my fabulous team! 2023 strategic planning, followed by a friendly virtual golf game. These ladies are the best! #BloomThrivent #TeamRetreat

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Our team is getting ready to celebrate the holidays. Wishing you and yours the very best this Christmas and a happy new year! #BloomThrivent #HolidayCheer

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Our team is getting ready to celebrate the holidays. Wishing you and yours the very best this Christmas and a happy new year! #BloomThrivent #HolidayCheer

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Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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