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

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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.

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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.

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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.

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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.

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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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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.

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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.

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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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Wealth transfer strategies: How to leave assets to your loved ones

Passing 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.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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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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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.

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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.

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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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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

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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

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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