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The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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💰 In 2025, individuals can gift up to $19,000, and couples up to $38,000 per recipient tax-free. Smart gifting can: ✅ Reduce future estate taxes ✅ Help children or grandchildren now ✅ Shift taxable income to lower brackets Make sure gifts are made before dividends or gains are declared — time to connect with our team! #FamilyFinance #SmartGifting #GenerationalWealth #EstatePlanning #WealthTransfer For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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💰 In 2025, individuals can gift up to $19,000, and couples up to $38,000 per recipient tax-free. Smart gifting can: ✅ Reduce future estate taxes ✅ Help children or grandchildren now ✅ Shift taxable income to lower brackets Make sure gifts are made before dividends or gains are declared — time to connect with our team! #FamilyFinance #SmartGifting #GenerationalWealth #EstatePlanning #WealthTransfer For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Time to connect! For disclosure information, see thrivent.com/social.

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Time to connect! For disclosure information, see thrivent.com/social.

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Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. For disclosure information, see thrivent.com/social.

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Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. For disclosure information, see thrivent.com/social.

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Bring your kids or grandkids into the conversation. Let them help choose causes, visit nonprofits, or even donate part of their allowance. Legacy isn’t just what you leave behind—it’s what you live out. #LegacyOfLove #GenerosityInAction #FaithAndFinance #NextGenGivers For disclosure information, see thrivent.com/social.

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Bring your kids or grandkids into the conversation. Let them help choose causes, visit nonprofits, or even donate part of their allowance. Legacy isn’t just what you leave behind—it’s what you live out. #LegacyOfLove #GenerosityInAction #FaithAndFinance #NextGenGivers For disclosure information, see thrivent.com/social.

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Talking about money can be intimidating, but it's one of the most important conversations you can have with your partner. Whether you're newlyweds or have been together for decades, every stage of a relationship presents new opportunities and challenges. For disclosure information, see thrivent.com/social. #MoneyTalks #FinancialGoals #RelationshipGoals

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Talking about money can be intimidating, but it's one of the most important conversations you can have with your partner. Whether you're newlyweds or have been together for decades, every stage of a relationship presents new opportunities and challenges. For disclosure information, see thrivent.com/social. #MoneyTalks #FinancialGoals #RelationshipGoals

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You can plan year-end giving, set up recurring donations, or explore tax-efficient ways to give back. Did you know you can even lead a Thrivent Action Team or direct Choice Dollars®️ if you're eligible? Together, you can make an incredible impact. #LiveGenerously #GivingBack #Thrivent For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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You can plan year-end giving, set up recurring donations, or explore tax-efficient ways to give back. Did you know you can even lead a Thrivent Action Team or direct Choice Dollars®️ if you're eligible? Together, you can make an incredible impact. #LiveGenerously #GivingBack #Thrivent For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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➡️ Protecting your family means making sure they’re cared for even if life takes an unexpected turn. #LifeInsurance #FamilyFirst #FinancialProtection For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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➡️ Protecting your family means making sure they’re cared for even if life takes an unexpected turn. #LifeInsurance #FamilyFirst #FinancialProtection For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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I help you prepare for the unexpected while working toward the life and legacy you envision. ➡️ Retirement ➡️ Family protection ➡️ Giving back to your community It’s all part of living your best life—with a plan. #FamilyFirst #LegacyPlanning #PlanForTomorrow For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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I help you prepare for the unexpected while working toward the life and legacy you envision. ➡️ Retirement ➡️ Family protection ➡️ Giving back to your community It’s all part of living your best life—with a plan. #FamilyFirst #LegacyPlanning #PlanForTomorrow For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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Contact me to learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing.

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Contact me to learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing.

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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