Insights
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner.🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow.Get in touch if you’d like to talk through how to incorporate these into your overall financial plan.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.
savvytaxplymouthflyer.pdfJoin us, Wednesday, November 11. Please let us know if you can attend. We'd love to see you there!
home-for-the-holidays-flyer%281%29.pdfWe'd love to see you there! Check your email for further details!
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.
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.
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?1️⃣ Lacking diversification2️⃣ Trying to time the market3️⃣ Investing with your emotions4️⃣ Ignoring fees and taxesFor more mistakes to watch out for and smart strategies to consider. 👇
The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.Here’s how to approach these conversations with empathy and clarity. ⬇️see thrivent.com/social for important disclosures.
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
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
While most small businesses aim to survive, I'm here to help you THRIVE. I understand the complexities of business ownership and can support you through every stage as you help build, preserve and protect your assets.
Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open.Not sure if you should apply? We're here to review your financial situation with you before deadlines hit.For more information on FAFSA: studentaid.govSee thrivent.com/social for important disclosures.
Ready to level up your investing knowledge? Start with these 3 articles:1) How inflation impacts investments: https://bit.ly/4e0pR7i2) Investing in volatile markets: https://bit.ly/4efTwZ03) Strategic asset allocation: https://bit.ly/4e4Wcdh
Life insurance could be more affordable than you think. Get an estimate for what life insurance protection might cost you here: https://bit.ly/4odOj7f
Grief changes everything, and the to-do list doesn’t stop.Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss:✅ Funeral planning✅ Estate & account support✅ Grief resourcesMembers can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛Learn more: thrivent.com/empathy
Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.
Supplemental disability insurance: What it is and when you need itUnsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.
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.