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.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals.
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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals.
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👉 Tip: Don’t forget to check your FSA or HSA by year-end.
✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.
✅ HSA: Confirm you’ve taken advantage of your HSA.
Reach out if you’d like guidance on other year-end financial strategies.
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If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
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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 holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy.
Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come.
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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
2026 Social Security COLA increase: What future retirees should knowYou may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.
With interest rates expected to continue shifting, now is a smart time to revisit your cash savings.
By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs.
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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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As a Virtual Financial Advisor at Thrivent, you’ll do work that matters in a culture that’s shaped by our values: empathy, gratitude, authenticity, impact and commitment.
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Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy
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.
Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe shares market expectations for Federal Reserve interest rate cuts this year: https://bit.ly/48Gubq9
