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Insights

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

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Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one. Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss. Learn more about this new membership benefit: https://bit.ly/43H43Zn

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Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one. Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss. Learn more about this new membership benefit: https://bit.ly/43H43Zn

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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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. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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Thrivent ranked among Barron’s Best Fund Families

Thrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇

Thrivent Mutual Funds has been ranked among Barron’s Best Fund Families of 2024, ending 12/31/2024 with a ranking of ninth out of 48 fund families based on one-

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Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.​ See thrivent.com/social for important disclosures.

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Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.​ See thrivent.com/social for important disclosures.

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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Disability income insurance replaces a portion of your income if you're unable to work due to illness or injury—helping you maintain financial stability during challenging times. Interested in learning more about coverage options? Let's talk. See thrivent.com/social for important disclosures.

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Disability income insurance replaces a portion of your income if you're unable to work due to illness or injury—helping you maintain financial stability during challenging times. Interested in learning more about coverage options? Let's talk. See thrivent.com/social for important disclosures.

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.

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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