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News and Insights

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

The differences between real estate, stocks, bonds & mutual funds

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all! Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent! To learn more or submit nominations: https://bit.ly/4jzZuF7

2nd Quarter 2025 Market Outlook: Uncertainty strikes back

Market volatility rose in Q1 2025 amid heightened uncertainty around trade policy, immigration, government layoffs, and shifting geopolitical dynamics. Thrivent remains focused on long-term fundamentals as we head into Q2.

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

As tax season approaches, here’s your reminder to get started ahead of time. Here are four reasons to file early: ✅ Faster tax refunds ✅ Extra time to make a payment if you owe ✅ Reduce risk of someone else pocketing your refund ✅ Avoid tax deadline stress or having to file an extension See thrivent.com/social for important disclosures.

How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own.

As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54

2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

Looking for ways to pay for college? Some use a combination of the following: 🎓 Grants 🎓 Scholarships 🎓 Work-study programs 🎓 Federal and private loans 🎓 Savings If you’d like to discuss additional ways to fund a college education, let’s connect. See thrivent.com/social for important disclosures.

A guide to charitable giving strategies & their tax advantages

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

Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.

The 3 advantages of life insurance for children

Did 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.