We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day.
Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP
Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps:
1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty.
2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums.
3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about.
A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income.
Get in touch if you’d like help reviewing your year-end strategy.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
See thrivent.com/social for important disclosures.
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.
The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy.
Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come.
See thrivent.com/social for important disclosures.
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
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
6 year-end financial tasksThe 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, it’s the perfect moment to check in on your finances. These 3 simple steps can help set you up for success in the year ahead:
✅ Review your budget and spending. Make sure your money is working toward your goals.
✅ Assess your debt. Track your progress and explore ways to pay it down faster.
✅ Evaluate your savings. Strengthen your emergency fund, boost retirement contributions and refresh your funding strategies for the coming year.
Not sure where to start? Together, let’s plan how you can start the year on solid footing.
See thrivent.com/social for important disclosures.
November 2025 Market Update: Less data, lower rates, strong stocksOctober 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.
We believe that being a financial advisor isn’t just about growing wealth. It’s about helping others create lives filled with purpose and generosity—and creating that life for yourself, too.
As a Thrivent financial advisor, you’ll benefit from:
🌟 A supportive, values-driven culture
🌟 Attractive pay and benefits
🌟 Opportunities to advance your career
Whether you’re an experienced financial advisor or transitioning into the field, you’ll have the tools, independence and support you need to succeed.
Learn more: thriventcareers.com/4qAM53Y
2026 Social Security COLA increase: What future retirees should knowYou may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
With rates starting to decline, now is a great time to think about what's next for your cash.
Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work.
Together, let’s review your goals and liquidity needs to maximize your money’s potential.
See thrivent.com/social for important disclosures.
At Thrivent, there’s no one-size-fits-all path to success as a financial advisor.
Whether you’re drawn to the freedom of building your own practice, the collaboration of working on a team, or the flexibility of serving clients virtually, you’ll do work that matters while building a career that’s truly your own.
Each career path offers training, support and the freedom to grow on your terms.
➡️ Explore all paths: thriventcareers.com/4nvkkrJ
The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how We can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more.
Watch the conversation: https://bit.ly/3Jemn4t
With interest rates expected to continue shifting, now is a smart time to revisit your cash savings.
By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs.
See thrivent.com/social for important disclosures.
Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity:
1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation.
2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime.
Together, we can discuss how an annuity may fit in your overall financial plan.
See thrivent.com/social for important disclosures.
