A Checklist for Retirees to Finish This YearTie a portfolio review, tax planning, and charitable giving into a one-stop annual portfolio review.
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Steps to start planning for retirement nowTo start planning for the retirement you want or will be able to afford, you’ll need an idea of your current costs, what they’ll be in the future, and how much income to expect from your investments. From there you can adjust as needed.
November 2025 Market Update: Less data, lower rates, strong stocksRecent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.
Game time! Are you ready to kick off your investing plan?The autumn air is crisp, and the sun is bright–football season is well underway. As you cheer on your favorite team this year, you may notice similarities between your team’s game plan and your own investment plan.
New job? Here’s what to do with your 401(k)Starting a new job is a major life change—and a good time to reassess your financial life. It may also be an ideal time to ramp up your investment plan to build wealth for the future.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
How to navigate health care costs in retirementMedicare provides a safety net for many retirees, but it doesn't cover everything. Health care expenses can be one of the most significant costs you'll encounter in retirement.
3rd Quarter 2025 Market Review: Fewer jobs and lower ratesThe U.S. economy was stronger than most forecasters expected despite high levels of policy uncertainty, particularly around international trade. Consumer spending—which drives about two thirds of the U.S. economy—stayed robust, unemployment rates stayed near historical lows and there has been substantial investment related to artificial intelligence (AI). However, employment data released over the period suggests the labor market has been weakening faster than expected.
October 2025 Thrivent market & economic updateHear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty.
A Checklist for Open Enrollment SeasonIf signing up for employer-provided benefits is on your to-do list in the waning days of 2025, don’t just re-up for whatever you did last year—as tempting as that might seem. Here are some key steps to take to ensure that you make the most of your benefits package.
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Smart ways to cut retirement expenses & stretch your savingsShop Medicare plans annually: As your health evolves, a different structure in your Medicare insurance plan may make more sense. Don't just renew every year without reading up on the other options available.
What is dollar cost averaging?When markets decline, the last thing many of us want to do is continue investing in them. But rather than being scared by market volatility, take advantage of it with a strategy called dollar cost averaging.
New job? Here’s what to do with your 401(k)Starting a new job is a major life change—and a good time to reassess your financial life. It may also be an ideal time to ramp up your investment plan to build wealth for the future.
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
The balance of saving for college and retirementAs a parent, it can be tricky to balance saving for your child’s education and investing for your own retirement. As a general guideline, you should try to avoid dipping into your retirement savings to pay for college.
Why are dividends and capital gains in mutual funds important?For a publicly traded company, a dividend is a cash payment to all investors who hold shares of stock in the company. Not all companies pay dividends. For companies that do, these cash payments are typically a fixed amount per share and are issued at regular intervals (often quarterly).
Mutual fund investing made easyInvesting in mutual funds can seem daunting—but it doesn’t have to be hard. Use this step-by-step guide to understand what happens when you invest in a mutual fund.
Yes, RMDs Can Improve Your PortfolioRequired minimum distribution-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and reduce risk.
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