It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.
Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
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.
Grief changes everything, and the to-do list doesn’t stop.
Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss:
✅ Funeral planning
✅ Estate & account support
✅ Grief resources
Members can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛
Learn more: thrivent.com/empathy
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.
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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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.
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
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. 👇
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
May 2026 Market Update: Optimism inflates equitiesThrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why staying diversified and focused on fundamentals remains important.
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
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.
How to know if you're saving enough for retirementRoadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇
2nd Quarter 2026 Market Outlook: Caution is warranted, but stay the courseMarket volatility may remain elevated—but long term discipline still matters. Thrivent's 2nd Quarter 2026 Market Outlook explores why staying invested, with a more defensive posture, can help investors navigate ongoing uncertainty. ⬇️
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.
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. ⬇️
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. ⬇️
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. 👇
