How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇
Life insurance | ThriventWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
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.
Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone.
This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD
Major life changes—like marriage, divorce or the loss of a partner—can have a significant impact on your retirement strategy. These events often affect your income, expenses, tax situation and long-term goals.
If you haven’t revisited your plan recently, please reach out. Together, we can make any necessary changes to help keep you on track for the future.
See thrivent.com/social for important disclosures.
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.
Feeling behind on retirement savings? You’re not alone.
No matter your age, there are steps you can take—and every step forward counts.
Not sure where to start? Let’s talk. Together, we can create a personalized strategy to help you work toward your retirement goals.
See thrivent.com/social for important disclosures.
👉 Tip: Your withdrawal strategy matters.
A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals.
If you’d like help creating a strategy to maximize your retirement savings, let’s connect.
See thrivent.com/social for important disclosures.
Investing in volatile markets: Smart strategies for confident investingMarket volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
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.
Join us for a virtual workshop where Hannah Magrum, ChSNC®️ will discuss the unique complexities that go into planning for special needs individuals and their families.
Topics discussed will include:
• Resources: state, local, and federal
• Medicaid and Medicare
• Support options
• How personal financial planning impacts special needs planning
• IEP vs 504
• Special needs trusts
• ABLE accounts
• Tax considerations
This educational event is designed for our clients and families who wish to learn more about special needs planning. We encourage you to invite anyone who you think may benefit to attend.
We are offering 2 options to attend virtually: Click to register for your convenient time to join:
November 6th at 12:00 pm CT - https://us02web.zoom.us/meeting/register/Y3g20B2bRwqelK82kGKVZQ#/registration
November 6th at 6:00 pm CT - - https://us02web.zoom.us/meeting/register/JFUAmK7wTMmXej26bnWW2g#/registration
No products with be sold. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosure information.
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
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. ⬇️
Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
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.
