Investment scams are now the costliest form of fraud in America. Criminals often build trust over weeks or months through social media, dating apps or even “wrong number” texts before pitching a fake investment platform that appears to show real returns.
👉 If someone you’ve met online brings up investing, end the conversation. If you’re unsure about an investment opportunity, reach out and Thrivent can help you assess the situation.
How would you cover expenses if you or your spouse needed extended care?
It can be easy to overlook future health needs when planning for retirement. But extended care can be costly—and without a funding strategy, it could quickly deplete your savings.
Let’s discuss the steps you can take today to ensure that if the need arises, you can focus on your well-being—not on how to pay for care.
See thrivent.com/social for important disclosures.
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.
The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0
If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.
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.
If you’re already putting money into your 401(k), you’re off to a strong start. But here’s something many people don’t realize: your 401(k) doesn’t just help you save—it can also lower your taxable income today and create meaningful tax advantages over time.
👉 For a simple breakdown of how to leverage these benefits, check out this guide: https://bit.ly/4oZPLdB
It can be hard to picture needing extended care—especially when you’re in good health. But the reality is that 56% of adults age 65+ will require it at some point, and the costs can be significant.
Having an extended care strategy can help provide an added layer of protection. It not only helps cover expenses—it also gives you more options for where and how you receive care.
Let’s schedule time to discuss.
See thrivent.com/social for important disclosures.
Looking to build a new career and new relationships? When you join Thrivent’s Virtual Advice Team as a virtual financial advisor, you can do both while helping clients across the country pursue their financial goals. See how this role can be a starting point for a successful financial professional career: thriventcareers.com/4qbKQH6
If you’ve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if you haven’t, chances are you have more questions than answers—which is exactly why planning ahead matters. Consider these key points. ⬆️
See thrivent.com/social for important disclosures.
Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices.
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
“'For I know the plans I have for you,' declares the Lord, 'plans to prosper you and not to harm you, plans to give you hope and a future.'” - Jeremiah 29:11
Feeling behind financially? Don’t fret—time is still on your side.
With the right financial planning, you can take control of your money and work toward your goals with confidence—whether you want to buy a home, start a family, pay off student loans or something else.
Here’s how to get started ➡️https://bit.ly/4r9sw2Y
Saving for retirement? Here’s something to consider: different accounts come with different tax implications.
By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).
Get in touch to discuss the right approach for your unique situation.
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.
The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises.
Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers.
➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss.
See thrivent.com/social for important disclosures.
No financial plan is truly complete without an extended care strategy—and here’s why.
Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as:
✅ Insurance
✅ Government programs
✅ Self-funding
The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner.
🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow.
Get in touch if you’d like to talk through how to incorporate these into your overall financial plan.
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.
Looking for ways to be more tax-efficient? Simple steps like maximizing retirement savings, using tax-advantaged accounts and giving with intention can be a great place to start.
If you’d like to explore how these strategies might fit into your financial plan, 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.
Does your financial plan address ways to efficiently manage your tax obligations now and in the future? Together, we can assess your plan for opportunities to help minimize what you owe, so you can save more of your hard-earned dollars.
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.
