6 year-end financial tasksThe 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.
The cost of cash: Where to invest when interest rates dropWhether 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.
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.
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Tax tips & pitfalls: What to know to maximize your moneyLooking 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. ⤵️
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
Get the latest economic and market data at my free Economic Update workshop on October 21st, 2025. Find out Thrivent’s perspective on the economy and how it could affect your financial strategy. Register now
No products will be sold. 27878-4M R9-25
There's still space available at my free Economic Update workshop on Oct 21st. Join me and get Thrivent’s perspective on the economy and how it could affect your financial strategy. Register now: [LINK]
No products will be sold. 27878-4M R9-25
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Pros & cons of paying off your mortgage before you retireIf you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire?
While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
As a Virtual Advisor at Thrivent, you’ll enjoy hybrid flexibility, full benefits, competitive compensation with performance bonuses, plus ongoing coaching to help you grow.
You’ll use your skills to guide existing clients through financial decisions with empathy and structure—no cold calls, no chasing leads.
Learn more here: thriventcareers.com/4lexCa8
You’ve worked long and hard to get your business to where it is today. But what would the future of your business look like if the unexpected happens? Learn more about how life insurance can help protect what matters most to you:
https://bit.ly/3YnjbZb
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
Thrivent Market & Economic updateThrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56
