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Insights

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

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Office Manager

Do you know someone looking for part time, meaningful work? We are hiring an office manager for our growing practice! It’s a great opportunity to be involved in a community centric practice. Bonus if they are looking for future full time work and opportunity to earn more revenue. https://careers.thrivent.com/jobs/43001/office-manager/

Summary Job Description Position Roles/Responsibilities/Accountabilities Meeting and greeting clients for the local office Handles incoming telephone calls to...

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May 2025 Market Update: Volatility goes up and down

Mixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

Economic data from April showed the economy slowing and raising the odds for a recession.

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In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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Solo 401(k): Definition, rules & taxes

Being your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️

Being your own boss offers a lot of rewards. You're independent. You set your own schedule and choose the projects you'll do. But it also means you're entirely...

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Maximize your donations with a charitable giving plan

If giving is important to you, consider a strategy that maximizes your charitable impact.

These days, there seems to be a never-ending stream of calls, emails and letters asking for donations. With all those requests, it really can put you in a bind.

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September 2024 Market Update: A soft landing returns

As expected, August’s market volatility was necessary to help achieve a soft landing. Read more in Thrivent’s September 2024 Market Update.

The U.S. economy is still on the path toward a soft landing, even in light of August’s volatility.

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Thrivent wins LSEG Lipper Fund Awards United States 2024

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2024 winner for a second year.

Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2024 Winner for Thrivent Small Cap Stock Fund.

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Download a complimentary copy of Thrivent's digital Will & Estate Planning Guide today. This workbook-style guide walks you through the 4 essential tools of estate planning. Complete this guide and let's connect to discuss your overall financial plan. Get started today and give your loved ones the gift of estate planning 🎁: https://bit.ly/460TTjT See thrivent.com/social for important disclosures.

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Download a complimentary copy of Thrivent's digital Will & Estate Planning Guide today. This workbook-style guide walks you through the 4 essential tools of estate planning. Complete this guide and let's connect to discuss your overall financial plan. Get started today and give your loved ones the gift of estate planning 🎁: https://bit.ly/460TTjT See thrivent.com/social for important disclosures.

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Have you led a Thrivent Action Team? If not, see how easy it is to get started: 💙 Apply to lead a Thrivent Action Team Project. 💙 Receive your Thrivent Action Kit in the mail, including up to $250 in seed money. 💙 Gather your team and bring your project to life. 💙 Share the results and impact of your project. Need help getting started or coming up with an idea? Let’s talk! Apply today 👉 bit.ly/430FSS9 #ThriventActionTeam #LiveGenerously #ThriventMembership #ThriventClients #MembershipBenefits #Thrivent

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Have you led a Thrivent Action Team? If not, see how easy it is to get started: 💙 Apply to lead a Thrivent Action Team Project. 💙 Receive your Thrivent Action Kit in the mail, including up to $250 in seed money. 💙 Gather your team and bring your project to life. 💙 Share the results and impact of your project. Need help getting started or coming up with an idea? Let’s talk! Apply today 👉 bit.ly/430FSS9 #ThriventActionTeam #LiveGenerously #ThriventMembership #ThriventClients #MembershipBenefits #Thrivent

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TCJA set to expire: Tax moves to consider if you're nearing or in retirement

What effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing...

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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