A great time to get started on retirement planning is today. Explore Thrivent's retirement income planning calculator to help guide your journey ➡️ https://bit.ly/400qpSt
The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.
Here’s how to approach these conversations with empathy and clarity. ⬇️
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A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q
Let’s connect if you’d like to take the next step.
Here are questions to consider when investing:
✔️ What are your financial goals?
✔️ How much can you afford to invest?
✔️ What is your risk tolerance?
✔️ How can you help ensure your portfolio is diversified for long-term growth?
Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.
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Ready for a meaningful career shift? Consider becoming a financial advisor at Thrivent.
Starting out on our Virtual Advice Team, you’ll enjoy predictable pay, comprehensive benefits and the training you need to build a successful career. It’s a powerful entry point into financial advising with stability today and growth potential for tomorrow.
Start your journey: thriventcareers.com/3KCOPxD
Risk tolerance. Investment budget. Diversification. Tax implications.
Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.
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Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss.
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🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
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Teaching children about money starts within your home. Talking about money regularly and openly can help kids learn the basics about handling budgets and financial challenges.
Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with a Thrivent financial advisor can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.
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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
Thrivent is growing. If you're looking for a financial advisor role where success is measured in the lives you impact, not just the numbers you hit, you may be a great fit.
Starting out on our Virtual Advice Team, you’ll work with existing clients and receive structured coaching. You’ll enjoy a stable income with a salary and incentive structure while building the skills you need to grow your career with confidence.
Learn more: thriventcareers.com/48Sn4KA
Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
Ready for a new chapter in your career? If you’ve been successful connecting with people, earning trust and delivering results, you may be a great fit for our team.
As a Thrivent financial advisor, you’ll have the opportunity to:
✔️ Help clients gain financial clarity and confidence
✔️ Grow with rewarding pay and ongoing support
✔️ Shape a career where your skills create
lasting impact
Learn more about our financial advisor paths: thriventcareers.com/4oDKg4q
Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices.
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
Feeling overextended? If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once.
Relieve the pressure with a financial plan that helps you:
✅ Prioritize what matters most
✅ Ease the stress of competing demands
✅ Not lose track of your goals
Let’s connect to create a financial plan that supports you—and those who depend on you.
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👉 Tip: Don’t forget to check your FSA or HSA by year-end.
✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.
✅ HSA: Confirm you’ve taken advantage of your HSA.
Reach out if you’d like guidance on other year-end financial strategies.
See thrivent.com/social for important disclosures.
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
