It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.
Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.
Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
A new baby can change your everything (including your finances).
Let’s review your life insurance coverage to help make sure your growing family is protected.
See thrivent.com/social for important disclosures.
A few other truths about life insurance:
- It can be more affordable than a lot of people think.
- Your work policy probably isn’t enough on its own.
- Some types offer other benefits and tax advantages.
See thrivent.com/social for important disclosures.
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
Beneficiary designations are a simple yet powerful way to ensure your assets will be distributed according to your wishes.
If you've experienced a major life event—or if it's just been a while—reviewing your beneficiary designations is a smart move. Here’s what to know: https://bit.ly/48nJtQr
👉 If you have questions or need help updating your designations, don’t hesitate to reach out.
Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk
If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps.
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Love working in financial services but looking for an employer that offers more?
Our financial advisors enjoy a rewarding, purpose-driven culture and lucrative income opportunities. Learn more here: thriventcareers.com/4vKz0Xa
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
Licensed and ready for more? Find your opportunity at Thrivent.
Our financial advisors provide meaningful money guidance to clients. Plus, they enjoy lucrative income, advancement opportunities and industry-leading support.
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The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.
Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.
A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.
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As a Thrivent financial advisor, you can grow your own business with the resources of a Fortune 500 company backing you. This is a career that combines the autonomy you want with the support you crave.
Discover how you can build and grow your own practice doing deeply meaningful work: thriventcareers.com/3RSId1g
Thinking about purchasing disability income insurance coverage? It can help protect a portion of your income if illness or injury interrupts your ability to work. But there are other considerations to make before purchasing.
Let’s set up time to discuss if disability income insurance is right for you.
See thrivent.com/social for important disclosures.
You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c
