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Insights

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

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4 Reasons mutual funds may work for you

Mutual funds are owned by about 71 million American households.1 But are they right for you? A mutual fund is a diversified portfolio of investments, such as stocks or bonds, managed by a professional investment manager or team of managers. When you buy shares of a mutual fund, you are essentially buying a piece of its entire portfolio.

Mutual funds may provide an opportunity to diversify your portfolio with less investment cost.

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4 Financial Tasks You Shouldn’t Put Off How to make sure these common financial ‘pain points’ don’t imperil your plan.

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A Financial Guide for 2025 College Graduates Use these resources to help you set up retirement savings, tackle debt, and begin investing.

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Thinking about your child’s future college education? 🎓 Thrivent’s College Savings Calculator can help you estimate how much you need to save for college expenses: https://bit.ly/3Q3ONOd If you’re wondering how college planning fits within your finances, let’s connect.​ See thrivent.com/social for important disclosures.

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Thinking about your child’s future college education? 🎓 Thrivent’s College Savings Calculator can help you estimate how much you need to save for college expenses: https://bit.ly/3Q3ONOd If you’re wondering how college planning fits within your finances, let’s connect.​ See thrivent.com/social for important disclosures.

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Donor-advised funds combine charitable giving and investing

Through a vehicle known as a donor-advised fund, you can use your assets to do good. Allocate your charitable contributions to a donor-advised fund where they are invested to grow, and then direct them to charities of your choosing at a time of your choosing. You may receive a tax benefit for your donations, based on when and how you give.

Donor-advised funds help put your assets to work to support charitable causes.

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Choosing between stock and bond investments

The world of investing is finding the balance of what to invest with your risk tolerance, return desires and timing needs so you can work toward achieving your investing goals. There are many ways to diversify your portfolio to match your risk tolerance and investing goals.

With many investing options available, historical data can help with choosing between stock and bond investments.

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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Asset class correlations can help balance your portfolio

Asset class correlations can help you to balance your portfolio

Learn how the asset class correlation matrix can help you with diversification in your portfolio.

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Roth IRA benefits go beyond retirement

Roth IRAs are often touted for their tax-advantaged retirement savings benefits, but your Roth IRA has advantages as a financial resource beyond retirement savings.

Learn how your Roth IRA can also serve as a financial resource beyond retirement savings.

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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