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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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A simple guide to the many types of retirement accounts

Wondering what the contribution and catch-up limits are for 2022 and 2023? Check out this helpful guide that outlines different retirement accounts and don’t forget that you still have time to maximize your IRA contributions for 2022 until Tax Day.

Saving for retirement is a journey, and every path is different. You may be saving in a traditional employer-sponsored retirement plan, like a 401(k), but...

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Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create a lasting legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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We're thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to us as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. We're grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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We're thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉 This recognition means the world to us as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. We're grateful for the opportunity to serve you and guide you towards a brighter financial future. Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌

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November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

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Meaningful career 🤝🏻 attractive income. The financial advisor career offers both: An attractive income and the satisfaction that comes with helping others achieve their financial goals. It's rewarding work. And we need more dedicated financial advisors to help meet our clients' needs. Explore this career: thriventcareers.com/48fVMMc

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Meaningful career 🤝🏻 attractive income. The financial advisor career offers both: An attractive income and the satisfaction that comes with helping others achieve their financial goals. It's rewarding work. And we need more dedicated financial advisors to help meet our clients' needs. Explore this career: thriventcareers.com/48fVMMc

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most. Happy Thanksgiving to you and yours!

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4 ways to make money in retirement & why you might want to

Pursuing extra income after retiring can allow you to find new career interests, fund travel and generosity goals, explore hobbies and passion projects, and fill remaining financial gaps. Check out these 4 ways you can earn income during retirement.

Making the most of your retirement can involve doing something that brings you extra income if you want. Exploring how to make money in retirement—whether you...

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What if budgeting could feel more manageable—and even enjoyable? Use Money Canvas, a free Thrivent program, to access visual learning tools and game-like experiences to help you set achievable goals and stay accountable to reach them. Visit www.thrivent.com/moneycanvas.

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What if budgeting could feel more manageable—and even enjoyable? Use Money Canvas, a free Thrivent program, to access visual learning tools and game-like experiences to help you set achievable goals and stay accountable to reach them. Visit www.thrivent.com/moneycanvas.

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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Take a look at the resource below with some helpful questions to consider.

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Take a look at the resource below with some helpful questions to consider.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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