Insights

Charitable trusts: pros, cons, and which type is right for you
Charitable trusts: pros, cons, and which type is right for youNot all charitable trusts work the same way. A charitable remainder trust provides income to you or another beneficiary first, with remaining assets eventually going to charity. A charitable lead trust essentially reverses the order, providing support to charity first, with remaining assets going to noncharitable beneficiaries. If you’ve ever wondered how charitable trusts work or how the different types compare, this may be a useful place to start. ⬇️ Have questions after reading? Let’s connect.
Eight strategies to embrace family philanthropy
Eight strategies to embrace family philanthropyCharitable giving can be even more rewarding when the whole family takes part. Sharing why certain causes matter, choosing organizations together or creating a family giving tradition can help generosity grow across generations. Find more ways to involve your family. ⬇️
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Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
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The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.
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We had a little extra puppy love at the office today! 🐾 This curly-haired visitor stopped by, and we happily took a puppy break.
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Your commitment to serve can shape what’s next. Skills you strengthened through military service can continue making an impact in a financial advisor career, helping clients navigate important decisions and work toward meaningful goals. See where your strengths could lead at Thrivent: https://thriventcareers.com/4dW6z2v
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While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
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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/4qauUq7 See thrivent.com/social for important disclosures.
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Some careers offer a paycheck. Others offer the opportunity to build something great. As a Thrivent financial advisor, you can do meaningful work while building a practice that is supported by a network of peers and the strength of a Fortune 500 company. Explore your next opportunity: https://thriventcareers.com/4dSlSJs
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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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Playing for Something Bigger: A Conversation with Jesse & Emily Cole You’ve probably seen them. The dancing players. The sold-out stadiums. The viral moments. The Savannah Bananas have become one of the most recognizable brands in sports by doing something simple—but powerful: They put people first. We recently sat down with Jesse and Emily Cole for a conversation titled “Playing for Something Bigger.” While much of their story is rooted in reimagining baseball through Banana Ball, the conversation goes deeper. Jesse and Emily shared insights on leadership, culture, creativity, and the importance of building something people genuinely want to be part of. But we also explored something new in their journey: Generosity. Through their nonprofit Bananas Foster, they are helping raise awareness and support for foster care communities—using their platform to shine a light on children and families in need. At the center of it all is a simple idea: Fans First. Entertainment Always. And now—purpose beyond the game. Whether you’re a business leader, parent, entrepreneur, or community builder, this conversation offers a powerful reminder: Playing for something bigger means using the platform, influence, and opportunities you’ve been given to live generously, create belonging, and make a lasting impact. Watch the full conversation with Jesse and Emily Cole. https://video.thrivent.com/view/EdPa35sm0uDWE99rAp8qD7 Disclosure: No products will be sold at this event. For additional disclosures, see thrivent.com/social.
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"In their hearts humans plan their course, but the Lord establishes their steps." - Proverbs 16:9
The 3 advantages of life insurance for children
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
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Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you: https://bit.ly/4o8K5hU
Life insurance | Thrivent
Life insurance | ThriventWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens. Learn more about Thrivent’s insurance solutions. ⬇️
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Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too. Explore your options for donating through your will: https://bit.ly/4nkZ47d
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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/4g9R3l2
Navigating open enrollment: 5 ways to make the best choices for your family
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
How qualified charitable distributions (QCDs) work: Rules, pros & cons
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more. ⬇️
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Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv