Insights

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Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz
It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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No financial plan is truly complete without an extended care strategy—and here’s why. Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as: ✅ Insurance ✅ Government programs ✅ Self-funding The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
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Your finances don’t exist in separate buckets. Let's create a thoughtful financial plan to help you see how all the pieces work together. See thrivent.com/social for important disclosures.
Make a difference with your money | Thrivent
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
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Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉​ Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.​ Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage. Learn more: https://bit.ly/4z4ieF3​ 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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Ready to level up your investing knowledge? Start with these 3 articles:​ ​ 1) How inflation impacts investments: https://bit.ly/4e0pR7i​ 2) Investing in volatile markets: https://bit.ly/4efTwZ0 3) Strategic asset allocation: https://bit.ly/4e4Wcdh
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Grief changes everything, and the to-do list doesn’t stop. Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss: ✅ Funeral planning ✅ Estate & account support ✅ Grief resources Members can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛 Learn more: thrivent.com/empathy
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Thinking about purchasing disability income insurance coverage? It can help protect a portion of your income if illness or injury interrupts your ability to work. But there are other considerations to make before purchasing.​ ​ Let’s set up time to discuss if disability income insurance is right for you.​ See thrivent.com/social for important disclosures.
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Experience a big life change recently?​ Important milestones could merit revisiting your life insurance coverage amount and type.​ Let's have a conversation about whether your current coverage is keeping up with your lifestyle.​ See thrivent.com/social for important disclosures.​
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A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-employed professional. Learn more about how it works and how it compares to other retirement plans here: https://bit.ly/3SIE9RK
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A few other truths about life insurance: - It can be more affordable than a lot of people think. - Your work policy probably isn’t enough on its own. - Some types offer other benefits and tax advantages. See thrivent.com/social for important disclosures.
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We invite you to join us for our upcoming event: She Thrives. Looking for an opportunity to pause, reset, and reconnect with yourself? Join us for this one-day complimentary retreat designed for working women. Experience intentional reflection, meaningful connection, and nourishment for both body and spirit. Featuring Michelle Endvick, founder of LearningLife, this experience inspires clarity, confidence, and purpose—because when she is renewed and supported, she thrives. Saturday, September 26th, 2026 9:00 AM - 4:00 PM The Red House of Hope Advanced RSVP is required for attendance. Please reserve your spot by September 12, 2026. Click here to RSVP: https://bit.ly/4wqk80F Know a woman who could benefit from a day of renewal? Share this invitation and encourage her to invest in herself, too. No products will be sold.
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We invite you to join us for our upcoming event: She Thrives. Looking for an opportunity to pause, reset, and reconnect with yourself? Join us for this one-day complimentary retreat designed for working women. Experience intentional reflection, meaningful connection, and nourishment for both body and spirit. Featuring Michelle Endvick, founder of LearningLife, this experience inspires clarity, confidence, and purpose—because when she is renewed and supported, she thrives. Saturday, September 26th, 2026 9:00 AM - 4:00 PM The Red House of Hope Advanced RSVP is required for attendance. Please reserve your spot by September 12, 2026. Click here to RSVP: https://bit.ly/4wqk80F Know a woman who could benefit from a day of renewal? Share this invitation and encourage her to invest in herself, too. No products will be sold.
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Financial planning isn’t just for high earners—it’s for everyday people with goals both big and small. Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities. 👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish. See thrivent.com/social for important disclosures.
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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. See thrivent.com/social for important disclosures.
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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
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When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner. 🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow. Get in touch if you’d like to talk through how to incorporate these into your overall financial plan. 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.
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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ