Insights
Now that you know what a financial plan is, the next step is creating one that's tailored to you.
Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future.
Let's get started.
See thrivent.com/social for important disclosures.
Time for a career refresh?
The virtual advice role at Thrivent serves as a launching pad for your financial services career.
You get paid training, structured development and hands-on experience that sets you up for long-term success as a financial advisor.
Explore this unique opportunity: thriventcareers.com/4cEb2pZ
#CareerChange #FinancialServices #FinancialAdvisor
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.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
See thrivent.com/social for important disclosures.
Financial literacy for teens: 6 lessons about money managementOne of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.
Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.
Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
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.
The Thrivent Virtual Advisor career is reshaping what the financial advisor role can look like.
In this role, you'll receive:
• structured support
• predictable income while you train and grow
• flexibility in a hybrid or remote setting
Explore the role today: thriventcareers.com/4yy9TcR
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.
See thrivent.com/social for important disclosures.
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
If you’re interested in understanding how today’s economy might play out in your financial life, be sure to watch Thrivent’s recent Market & Economic Update: https://bit.ly/3T9oifd
Key takeaways:
☑️ Markets are high, but gains are concentrated and valuations are elevated.
☑️ Today’s headlines can be loud—resist the urge to overreact.
☑️ The key to steady progress is diversification* and a long-term plan.
As a financial advisor, my role is to help you evaluate your investments, evolve your strategy and confirm your mix meets your goals. So reach out if you have questions or want help fine-tuning your current financial plan.
*While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
This is how you’re set up to succeed as a Thrivent Virtual Financial Advisor:
• Get stable income while you enjoy a flexible work arrangement.
• Follow a structured development plan with intentional support.
• Lay the foundation for your long-term success helping clients we bring to you.
Discover a career where your success is our priority: thriventcareers.com/4oON00g
Why join a team of financial advisors?
Real mentorship. Hands-on experience. And a supportive environment where you can build a successful career in financial services. (Plus so much more.)
Get it all when you join a team of Thrivent financial advisors.
Explore your next career move here: thriventcareers.com/3T2e00d
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
Thrivent financial advisors like D'Aundre make a real difference in their communities through strong relationships and personalized guidance. Sound like a career you’re interested in pursuing? Learn more about the role and see if it’s the right fit for you: thriventcareers.com/3PSDUCC
Get it all when you become a Thrivent Virtual Financial Advisor:
• Stable income to help support your growth and licensure.
• Structured development in a hybrid or remote work environment.
• A purpose-driven culture and rewarding bonus opportunities.
Take the first step on your new career journey: thriventcareers.com/4xKtYMJ
Step 1 - Become a Thrivent Virtual Financial Advisor.
Step 2 – Get stable income, structured development and experience while you learn the business.
Step 3 – Enjoy long-term success in a dynamic industry helping clients reach their goals.
Discover more about this unique career opportunity: thriventcareers.com/4vHoP6j