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Insights

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

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Help your money last in retirement

A 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.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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The balance of saving for college and retirement

As 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.

Use these tips to find a way to help your child with tuition costs without significantly undermining your own retirement plans.

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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).

Knowing how to strategize anticipated income from both dividends and capital gains may give you an advantage in your wealth planning picture.

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Mutual fund investing made easy

Investing 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.

Investing 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...

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Yes, RMDs Can Improve Your Portfolio

Required minimum distribution-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and reduce risk. See thrivent.com/social for important disclosures.

Required minimum distribution-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and reduce risk.

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What Investors Need to Know About the Steepening Yield Curve

The landscape for bond investors is changing. Now that the Federal Reserve is cutting interest rates, strategists are expecting short-term Treasury bond yields to fall while yields on bonds with longer maturities stay high. In Wall Street lingo, that means the yield curve (a snapshot of the US Treasury market) is steepening. See thrivent.com/social for important disclosures.

Short-term yields are falling as the Fed cuts interest rates....

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10 Ways to Pay for College If You Don’t Have Big Bucks Set Aside

10 Ways to Pay for College If You Don’t Have Big Bucks Set Aside Here’s how to fund your child’s education while keeping your own financial future on track. See thrivent.com/social for important disclosures.

Discover 10 smart strategies to pay for college—using savings, gifts, loans, scholarships, and more—while protecting your retirement and long-term financial...

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Should You Hold Cash Investments After the Fed Cuts Interest Rates?

Should You Hold Cash Investments After the Fed Cuts Interest Rates? Plus, how investors should think about Oracle’s phenomenal outlook. See thrivent.com/social for important disclosures.

Plus, how investors should think about Oracle’s phenomenal outlook.

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What Interest Rate Cuts Mean for Your Retirement Portfolio

What Interest Rate Cuts Mean for Your Retirement Portfolio Here is how different asset classes, as well as your spending, will be affected. See thrivent.com/social for important disclosures.

Here is how different asset classes, as well as your spending, will be affected.

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New tax act: Key changes to know

On July 4, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This extensive new piece of legislation carries implications for all American taxpayers. While details are still emerging, here’s a rundown of several major changes—and how they could directly impact your financial strategy.

On July 4, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. This extensive new piece of legislation carries implications for all...

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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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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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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