Want to know which two key economic indicators Thrivent’s Chief Financial & Investment Officer, David Royal, will be watching in 2026? Hear his thoughts: https://bit.ly/4qryL1x
When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter.
Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have.
If you're thinking about your transition strategy, let's connect and walk through your options-step by step.
See thrivent.com/social for important disclosures.
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
On the hunt for a new home? Navigating the housing market can be challenging, but you don't need to do it alone. Let's review your financial goals and priorities and discuss what steps you can take to get where you want to go.
For tips on saving and budgeting for a home: https://bit.ly/4lpwyjX
Did you know 46% of people aged 18-35 have moved back home? It can help some young adults save for housing, pay off student loan debt or work toward other financial goals.
Source: Thrivent 2025 Boomerang Kid Survey
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
Celebrating 12 amazing years with Thrivent! I am beyond grateful for the opportunity to serve clients along their financial journey, help clients spread generosity, be active in my community, build lasting relationships and work with terrific colleagues. Each year brings growth, new lessons and adventures. I look forward to the many years ahead!
#Thrivent #Anniversary #FinancialAdvisor #LiveGenerously
How an allowance for kids teaches financial lessons for adulthoodLooking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Income in retirement
👉 Risk-based options
👉 Tax-deferred growth
👉 Optional rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Retirement can feel like it’s a lifetime away—until suddenly it’s not.
Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement.
Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin
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
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.👇
Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more.
Watch the conversation: https://bit.ly/3Jemn4t
The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
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
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
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.
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. 👇
Work: Meeting clients, financial planning and acts of generosity
Home: School drop off, lunch with Mom and soccer practice
Live each day to the fullest with a flexible schedule. Explore the Thrivent financial advisor career today: thriventcareers.com/3Y1uTIO
