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Insights

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

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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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The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy. Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come. See thrivent.com/social for important disclosures.

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The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy. Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come. See thrivent.com/social for important disclosures.

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What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?​ Let’s discuss how adjusting your tax withholding could boost your take home pay. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?​ Let’s discuss how adjusting your tax withholding could boost your take home pay. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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2026 Social Security COLA increase: What future retirees should know

You may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.

As retirement approaches, many Americans are navigating a landscape that feels uncertain. Rising costs, shifting markets and questions about long-term...

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Reliable compensation. Comprehensive benefits. Flexibility to thrive. As a Virtual Financial Advisor at Thrivent, you’ll do work that matters in a culture that’s shaped by our values: empathy, gratitude, authenticity, impact and commitment. If you’re passionate about helping others and searching for a career that reflects these values, we welcome you to apply. Start your journey ➡️ thriventcareers.com/47r1hb6

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Reliable compensation. Comprehensive benefits. Flexibility to thrive. As a Virtual Financial Advisor at Thrivent, you’ll do work that matters in a culture that’s shaped by our values: empathy, gratitude, authenticity, impact and commitment. If you’re passionate about helping others and searching for a career that reflects these values, we welcome you to apply. Start your journey ➡️ thriventcareers.com/47r1hb6

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Thinking about putting together an investment portfolio and not sure where to begin? Consider these 4 steps before diving in. Let’s connect if you’d like to discuss how investing can help you reach your financial goals.​ See thrivent.com/social for important disclosures.​

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Thinking about putting together an investment portfolio and not sure where to begin? Consider these 4 steps before diving in. Let’s connect if you’d like to discuss how investing can help you reach your financial goals.​ See thrivent.com/social for important disclosures.​

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Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

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Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

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Looking for another way to supplement your retirement income? An annuity can provide an income stream to pair with other retirement savings. There are 4 different types:​ 1️⃣ Fixed Annuity​ 2️⃣ Variable Annuity​ 3️⃣ Indexed Annuity​ 4️⃣ Immediate Annuity​ Feeling overwhelmed with the different options? This resource breaks it down with additional information on each type: https://bit.ly/3FrmSpH

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Looking for another way to supplement your retirement income? An annuity can provide an income stream to pair with other retirement savings. There are 4 different types:​ 1️⃣ Fixed Annuity​ 2️⃣ Variable Annuity​ 3️⃣ Indexed Annuity​ 4️⃣ Immediate Annuity​ Feeling overwhelmed with the different options? This resource breaks it down with additional information on each type: https://bit.ly/3FrmSpH

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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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With interest rates expected to continue shifting, now is a smart time to revisit your cash savings. By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs. See thrivent.com/social for important disclosures.

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With interest rates expected to continue shifting, now is a smart time to revisit your cash savings. By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs. See thrivent.com/social for important disclosures.

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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