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
From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn
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.
Explore a career built on meaningful work with unlimited potential. As a Thrivent financial advisor, you can choose the path that fits you best—whether that's starting as a virtual financial advisor, joining a team or leading a practice.
Start your journey here 👉 thriventcareers.com/4a5fr2T
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.
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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️
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Financial literacy for teens: 6 lessons about money managementOne of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
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
February 2026 Market Update: Stocks rose and broadenedInternational equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
Are you at full retirement age? Reach out to learn more about taking full Social Security benefits at age 67.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
Shifting interest rates signal that it’s time to make sure your money is still well positioned to support your needs, whether that’s maintaining liquidity or building stability for the years ahead.
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Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
Many people are surprised to learn that taxes can get more complicated in retirement. Here’s the good news: Tax-efficient strategies can help you keep more of your savings working for your lifestyle and the legacy you hope to leave.
Let’s discuss the strategies you can implement to protect your income in retirement.
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.
Your greatest business asset? Your people.
Key person life insurance helps protect your business if you lose a vital team member, giving you the time and support to recover and move forward. Learn more: https://bit.ly/3DyURvL
Reach out if you’d like to discuss what options may be right for you and your business.
“When we start working with a client, we take a holistic approach that extends well beyond insurance or investments to anything that pertains to their finances. Considering all of those puzzle pieces, your Thrivent financial advisor helps you to see how those pieces fit together.“ – Josh Duesterbeck, Area Vice President
Learn more about the Thrivent financial advisor career: thriventcareers.com/4hewVLI
Ready to make a difference? At Thrivent, you'll build a financial advisor career you can put your whole heart into—whether you grow your own practice or join a team. Learn more about this lucrative career opportunity 👉 thriventcareers.com/3NTRYdE
The first step to building a portfolio? Choosing the right asset mix.
A diversified portfolio may include:
✅ Cash
✅ Stocks
✅ Bonds
✅ Mutual funds and ETFs
Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level.
Learn more 👉 https://bit.ly/45HHnZe
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
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.
