If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
Many people are surprised to learn that taxes can get more complicated in retirement. Here’s the good news: Tax-efficient strategies can help you keep more of your savings working for your lifestyle and the legacy you hope to leave.
Let’s discuss the strategies you can implement to protect your income in retirement.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career.
If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding.
Explore our career paths: thriventcareers.com/4pP2CA6
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
Looking for ways to be more tax-efficient? Simple steps like maximizing retirement savings, using tax-advantaged accounts and giving with intention can be a great place to start.
If you’d like to explore how these strategies might fit into your financial plan, let’s connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
For seasoned sales and financial professionals ready for a new chapter, Thrivent offers a place where your experience becomes the foundation for bigger possibilities.
Whether you’re building a team or advancing as a financial advisor, you’ll have the tools and support to grow in a meaningful career.
Take the next step in your career journey: thriventcareers.com/3MaLxlM
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.
Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day.
Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP
🏡 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.
See thrivent.com/social for important disclosures.
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
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/4i6KNd7
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
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. ⬇️
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.
November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersI am thrilled to share that I passed my CERTIFIED FINANCIAL PLANNER®️ exam on Monday! This was a year-and-a-half long journey of coursework, capstone project and preparing for the exam amidst a rapidly growing financial planning practice, family and volunteer commitments. I am committed to excellence in my profession and upholding the highest fiduciary and ethical standards and my duty of care and competence when working with my current and prospective clients. Looking forward to the next chapter of growth on this exciting journey and the privilege I have working with clients!
See thrivent.com/social for important disclosures.
