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Insights

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

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Welcome! You are invited to join a webinar: The Washington Update Live with Jeff Bush . After registering, you will receive a confirmation email about joining the webinar.

How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This is a free event open to the public. Please invite a friend who could benefit from this information! Hosted by the Thrivent Member Network. RSVP today: https://bit.ly/jeffbushvirtual No products will be sold at this event. For additional disclosures, see thrivent.com/social

How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights...

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How to plan for taxes in retirement

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

Tax-efficient...

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Thank you to everyone who stopped by the booth at today's Senior Expo! Let's talk about how I can be a resource for you wherever you are in your financial journey!

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Thank you to everyone who stopped by the booth at today's Senior Expo! Let's talk about how I can be a resource for you wherever you are in your financial journey!

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Market volatility & your investments: What you need to know

Market volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.

Market volatility is a natural part of investing, which means that risk and reward go hand in hand as markets rise and fall. With many dramatic fluctuations in...

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3rd Quarter 2024 Market Outlook: Waiting for the Fed

Second quarter economic results were mixed. What does that mean for investors looking ahead to third quarter? Take a look at Thrivent’s 3rd Quarter Market Outlook to learn more.

With static interest rates and mixed economic data, we favor stocks over bonds, growth over value and domestic over international.

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Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and...

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2023 IRA contribution deadline: There's still time to maximize your savings

Maximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline. For more details on IRA contribution limits. 👇

The calendar may be on the verge of flipping over to 2024, but you still can contribute to an individual retirement account (IRA), even after the new year...

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March 2024 Market Update: AI points stocks to new highs

Take a look at Thrivent’s March 2024 Market Update to learn why we think February’s economic data supports a soft landing in the markets and an eventual easing of monetary policy.

The economy continues to remain (surprisingly) resilient, and we continue to remain optimistic on stocks and positive on bonds, although the fixed income path...

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TCJA set to expire: Tax moves to consider if you're nearing or in retirement

With tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing...

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As I work with customers to build their financial plan, I often find they selected their life insurance coverage without truly understanding if it would provide their loved ones the ability to continue living the type of life they have today in addition to providing for their future financial needs. I would love the opportunity to help guide you through this discussion to make the right choice that fits your personal goals and protects those you love! Use one of the ‘book a meeting’ links on my site below or give me a call to set up some time for us to have a conversation. https://connect.thrivent.com/jon-rathert See thrivent.com/social for important disclosures

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As I work with customers to build their financial plan, I often find they selected their life insurance coverage without truly understanding if it would provide their loved ones the ability to continue living the type of life they have today in addition to providing for their future financial needs. I would love the opportunity to help guide you through this discussion to make the right choice that fits your personal goals and protects those you love! Use one of the ‘book a meeting’ links on my site below or give me a call to set up some time for us to have a conversation. https://connect.thrivent.com/jon-rathert 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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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