Financial News and Articles with Lauren Hutto in Rockledge FL

Insights

"In their hearts humans plan their course, but the Lord establishes their steps." - Proverbs 16:9

Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.

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.

How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇

When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

Read post

If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn

Read post

2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.

It's already time to think about 2026 and your taxes. https://www.wsj.com/personal-finance/taxes/three-tax-resolutions-to-protect-your-income-in-2026-d0e8708c?st=5PHGwS&reflink=desktopwebshare_permalink

The Brevard Group welcomed Chele Wallace to the team back in September. We are so glad to have her helping serve our incredible Thrivent members.

Read post

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.

Read post

7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️

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.

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.

Read post

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.

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.

Read post

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.

At Thrivent, "what is our money for?" is one of the FIRST questions we ask. https://www.wsj.com/personal-finance/my-mothers-illness-changed-the-way-i-think-about-financial-planning-24baed55?st=5nJgNy&reflink=desktopwebshare_permalink

Life insurance checkupTime for a closer look at your plan? Even strong financial plans need upkeep. Discover reasons to explore a proactive check-in and why it’s worth revisiting areas like insurance coverage, savings and tax strategy. ⬇️

Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.