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Insights

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

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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

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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

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust. Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion. Learn more about your options: https://bit.ly/3VZ6FNl

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Help your money last in retirement

A 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.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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How to offset inflation's impact on your retirement savings

Inflation 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. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its...

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Charitable giving & financial planning: Strategies to maximize impact

If giving is important to you, consider a strategy that maximizes your charitable impact.

Learn how to make the most of your charitable donations with strategies that align your giving goals with financial planning while maximizing tax benefits.

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Feeling behind on retirement savings? You’re not alone. No matter your age, there are steps you can take—and every step forward counts. Not sure where to start? Let’s talk. Together, we can create a personalized strategy to help you work toward your retirement goals. See thrivent.com/social for important disclosures.

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Feeling behind on retirement savings? You’re not alone. No matter your age, there are steps you can take—and every step forward counts. Not sure where to start? Let’s talk. Together, we can create a personalized strategy to help you work toward your retirement goals. See thrivent.com/social for important disclosures.

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What you need to know about legacy planning & how to get started

Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓

After years of hard work and dedication, building a legacy you can pass along might be one of your top priorities. With each passing year, you may be thinking...

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4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

For fourth quarter, Thrivent Asset Management experts are closely watching labor data, inflation and actions by the Fed.

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

Thrivent financial advisors and 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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