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.
See thrivent.com/social for important disclosures.
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.
November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
👉 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.
See thrivent.com/social for important disclosures.
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.
Learn who Thrivent is today, what makes us different and ways our membership is making an impact in their communities. We'll cover it all, from Thrivent Action Teams to Thrivent Choice. We will also include educational resources, free and discounted services so members can use their benefits and give back to causes they are passionate about. This is designed for brand new members or those who need a refresher.
Hosted by the Thrivent Member Network. Very limited spots available!
Nov 11, 2025 11:30 AM CST
Virtual
RSVP today: https://thrivent.zoom.us/webinar/register/8717604730707/WN_rnoXMwTBQtOle5Pxxnulzw
No products will be sold at this event. For additional disclosures, see thrivent.com/social.
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.
See thrivent.com/social for important disclosures.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk
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.
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.
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.
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. ⬇️
Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!
September 2025 Market Update: Expectations for lower rates returnEconomic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.
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.
September 2025 Market Update: Expectations for lower rates returnEconomic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
There's still space available on our free “Estate Preservation for the Next Generation” webinar on Tuesday, September 16th at 5:30pm CT, Wednesday, September 17th at 11:30am CT, Thursday, September 18th at 6:30pm, or Tuesday, September 23rd at 12pm CT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
RSVP at https://bit.ly/SouthCentralSept
No products will be sold. See thrivent.com/social for additional disclosures.
