Insights
Strong employment and accelerating retail sales point to a resilient consumer heading into the holiday season, even as prices remain elevated. Hear why Thrivent Senior Portfolio Manager Lauri Brunner sees reasons for optimism: https://bit.ly/4eh5DWv
gfg%7Bupdatedflyer%7Dhotcocoaandcrafts12.12.26.pdfSanta is coming to Gateway Financial! Grab your family and come get a professional photo with Santa, enjoy a hot coco and snack bar, and craft away with your family. Sign up for this free event below. No products will be sold. https://www.eventbrite.com/e/hot-chocolate-and-crafts-with-santa-tickets-1999709281291?aff=oddtdtcreator
Inflation, higher interest rates and rapid advances in AI are shaping the economy—and could affect your financial reality. Watch Thrivent’s recent Q4 Market & Economic Update for a clear look at what’s happening and why staying focused on your long-term goals matters: https://bit.ly/4eh5DWvReach out if you have questions or want to talk through your strategy.
Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.Explore whether a DAF is right for you: https://bit.ly/4o8K5hU
Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
The best career path is the one that fits you.Some people want to build their own business. Others thrive as part of a team or crave structure to launch their career. That's why Thrivent offers more than one way to become a financial advisor.Find the path that's right for you at: thriventcareers.com/3SXIt07
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.Find out more. ⬇️
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.Explore whether charitable bunching is right for you. ⬇️Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4qauUq7See thrivent.com/social for important disclosures.
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Relationships are at the heart of every successful financial practice.If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
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. ⬇️
A few other truths about life insurance:- It can be more affordable than a lot of people think.- Your work policy probably isn’t enough on its own.- Some types offer other benefits and tax advantages.See thrivent.com/social for important disclosures.
There is a path for you to become a financial advisor (whatever your personality).Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Now that you know what a financial plan is, the next step is creating one that's tailored to you.Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future.Let's get started.See thrivent.com/social for important disclosures.
Life insurance could be more affordable than you think. Get an estimate for what life insurance protection might cost you here: https://bit.ly/4odOj7f
Love the work you do (while making an attractive income).Find purpose, growth and a team of people invested in your success.Discover more about the financial advisor career: thriventcareers.com/4cIdiwn#CareerChange #FinancialServices #FinancialAdvisor
Future you is giving you a high five.Getting life insurance in your 20s may help you lock in lower premiums and build financial protection early for your loved ones.Let's make life insurance make sense for your finances now and in the future.See thrivent.com/social for important disclosures.