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Insights

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

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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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"He has made everything beautiful in its time. He has also set eternity in the human heart; yet no one can fathom what God has done from beginning to end." - Ecclesiastes 3:11

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"He has made everything beautiful in its time. He has also set eternity in the human heart; yet no one can fathom what God has done from beginning to end." - Ecclesiastes 3:11

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.

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Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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You live for moments like these. And some days, wish time could just stand still. But you also love watching them grow and want to set them up for success. Part of that is planning for their education. Let’s talk about how college savings can fit into your overall financial plan. See thrivent.com/social for important disclosures.

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You live for moments like these. And some days, wish time could just stand still. But you also love watching them grow and want to set them up for success. Part of that is planning for their education. Let’s talk about how college savings can fit into your overall financial plan. See thrivent.com/social for important disclosures.

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Preparing for the what-ifs in life

Wondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.

Thrivent clients work to get their financial—and personal—house in order.

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.

Designations

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

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