How to invest for retirement: Account types & strategic movesInvesting for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:✔️ Portfolio diversification✔️ Understanding your risk tolerance and adjusting over time✔️ Investing in tax-advantaged accounts like IRAs and 401(k)sLearn more about investing for retirement. ⬇️
Supplemental disability insurance: What it is and when you need itUnsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:👉 Income in retirement👉 Risk-based options👉 Tax-deferred growth👉 Optional rider benefitsFor more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Thinking about working while receiving Social Security? Your age and your earnings could impact the amount of your monthly Social Security benefit. Here are considerations for balancing work and Social Security: https://bit.ly/41XxFAH
Disability insurance: What it covers, exceptions & alternativesYour income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times. Together, we can discuss how adding coverage can fit into your current financial plan.
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?1️⃣ Lacking diversification2️⃣ Trying to time the market3️⃣ Investing with your emotions4️⃣ Ignoring fees and taxesFor more mistakes to watch out for and smart strategies to consider. 👇
How to invest for retirement: Account types & strategic movesWhether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw
May 2026 Market Update: Optimism inflates equitiesThrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why staying diversified and focused on fundamentals remains important.
What’s the new expectation for Federal interest rate cuts? Hear Thrivent’s Chief Investment Strategist Steve Lowe share his predictions: https://bit.ly/4cw8MQF
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?1. Certificate of deposit (CD)2. High-yield savings account3. Multi-Year Guarantee Annuity (MYGA)If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.36386k
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.36386k-2
2026 IRA contribution deadline: There's still time to maximize your savingsApril 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️
Retirement savings by age: What's average & what's recommendedCurious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇
If you have family members asking for gift ideas or ways to support your kids, consider inviting them to contribute to an education savings account. You could even gamify the experience by setting a goal, sharing the link or instructions, and celebrating progress together.Wondering which type of plan or account might be best? Check out Thrivent’s guide to college savings plan options: https://bit.ly/4cpXajB
“Aid layering” is a spending strategy that can help you understand which funding sources to prioritize as you pay for college. This strategy suggests spending awards first and reaching for loans last—because a dollar borrowed is a dollar (+interest) that needs to be repaid. Here’s a snapshot of the spending order:1️⃣ Need-based aid2️⃣ Merit and other scholarships3️⃣ 529 plans and savings4️⃣ Household cash flow5️⃣ Student loansYou can discover more tips for prioritizing and planning for college costs here: https://bit.ly/4rS1sVv
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.
For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j
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. 👇
