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Insights

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

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What you need to know about legacy planning & how to get started

Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓

After years of hard work and dedication, building a legacy you can pass along might be one of your top priorities. With each passing year, you may be thinking...

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Top 7 charitable giving strategies: Maximizing tax benefits and impact

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and...

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6 year-end financial tasks

The 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.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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👉 Tip: Don’t forget to check your FSA or HSA by year-end. ✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. See thrivent.com/social for important disclosures.

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👉 Tip: Don’t forget to check your FSA or HSA by year-end. ✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. See thrivent.com/social for important disclosures.

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November 2025 Market Update: Less data, lower rates, strong stocks

October 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.

Recent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how we can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how we can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates drop

Whether 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.

Learn how to decide where to keep your cash holdings based on the purpose and timing of your money—especially when interest rates begin to fall.

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2026 Social Security COLA increase: What future retirees should know

You may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.

As retirement approaches, many Americans are navigating a landscape that feels uncertain. Rising costs, shifting markets and questions about long-term...

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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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If giving is part of how you live your values, new tax rules taking effect in 2026 could help your generosity go even further, but planning ahead is key. Various strategies may help preserve valuable tax benefits while continuing to create meaningful impact year after year. Don’t hesitate to reach out if you’d like to discuss what these changes could mean for your giving strategy. And if you don't have one yet, we can develop a strategy that maximizes your impact while minimizing your tax liability. 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.

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If giving is part of how you live your values, new tax rules taking effect in 2026 could help your generosity go even further, but planning ahead is key. Various strategies may help preserve valuable tax benefits while continuing to create meaningful impact year after year. Don’t hesitate to reach out if you’d like to discuss what these changes could mean for your giving strategy. And if you don't have one yet, we can develop a strategy that maximizes your impact while minimizing your tax liability. 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.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

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

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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