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Insights

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

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Does your financial plan address ways to efficiently manage your tax obligations now and in the future? Together, we can assess your plan for opportunities to help minimize what you owe, so you can save more of your hard-earned dollars.​ 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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Does your financial plan address ways to efficiently manage your tax obligations now and in the future? Together, we can assess your plan for opportunities to help minimize what you owe, so you can save more of your hard-earned dollars.​ 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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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

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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

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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

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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

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, 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.

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, 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.

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6 year-end financial tasks

The hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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November 2025 Market Update: Less data, lower rates, strong stocks

October 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.

Recent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.

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Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values. See thrivent.com/social for important disclosures.

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Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values. See thrivent.com/social for important disclosures.

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Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG

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Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG

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Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

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Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

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AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.

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AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.

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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