Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️
Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to:
⭐ Spend on things they want
⭐ Save for something big
⭐ Give to make a difference
Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.
Ready to level up your investing knowledge? Start with these 3 articles:
1) How inflation impacts investments: https://bit.ly/4e0pR7i
2) Investing in volatile markets: https://bit.ly/4efTwZ0
3) Strategic asset allocation: https://bit.ly/4e4Wcdh
Five Phases of an IRA
There's still space available at our free workshop on the Five Phases of an IRA. Learn how the 5 phases of an IRA relate to stages of your retirement.
Register today: https://5PhasesSLP.eventbrite.com/?aff=FApromo
No products will be sold. 27764-13M N1-24
Five Phases of an IRA
Thursday, June 11 @ 6:00 p.m. - 7:30 p.m.
Do you know the five phases of your retirement? There are many options if your goal is to grow, spend, and give more of your wealth. Join [me/us] to learn more at [my/our] workshop, Five Phases of an IRA, Thursday, June 11 at 6:00 p.m. at Minneapolis Marriott West. Dinner is included.
Sign up today: https://5PhasesSLP.eventbrite.com/?aff=FApromo
No products will be sold. 27764-13M N1-24
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
Portfolio diversification: Importance, benefits & how to startIs your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️
What is portfolio rebalancing? Tips to maintain your target investment mixIs now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
So far, 2026 has been full of uncertainty around oil and energy, inflation and AI. On April 14, Thrivent investment leaders gathered to unpack the headlines and talk about the potential impacts to consumers and markets. Hear their latest take on inflation, interest rates, tariffs, the energy sector and more: https://bit.ly/4sENZQK
Big life changes = big financial decisions. 💡
9 life events to discuss with your financial advisor - https://www.thrivent.com/insights/magazine/spring-2026/9-life-events-to-discuss-with-your-financial-advisor
Contact us - we can help! https://connect.thrivent.com/focus-forward-financial-group
At Thrivent, our work is grounded in helping people be wise with money and live lives of purpose and generosity.
The 2025 Thrivent Annual Report offers a thoughtful look at how the organization continues to serve members, give back to communities, and remain financially strong.
If you’re interested, you can view the report here: https://www.thrivent.com/2025-annual-report
Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.
See thrivent.com/social for important disclosures.
March 2026 Market Update: Wobbling stocks, stronger bondsMarkets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.
Retirement savings by age: What's average & what's recommendedCurious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇
Welcome! You are invited to join a webinar: Thriving in Your Golden Years. After registering, you will receive a confirmation email about joining the webinar.There's still space available to attend our free Thriving in Your Golden Years webinar. Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker!
AVAILABLE OPTIONS:
March 3rd 12:00pm or March 5th 6:30pm CST (Virtual)
RSVP at https://bit.ly/UpperMidwestMar3-5
No products will be sold. See thrivent.com/social for additional disclosures.
