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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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Give Smart - Not just Generously. Donor-advised funds, appreciated stock donations, and QCDs can all reduce your taxable income while making an impact. Let's make your generosity tax-smart this year. #CharitableGiving #TaxStrategy #DonorAdvisedFund #QCD #FaithBasedFinance See Thrivent.com/Social for important disclosure information.

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Give Smart - Not just Generously. Donor-advised funds, appreciated stock donations, and QCDs can all reduce your taxable income while making an impact. Let's make your generosity tax-smart this year. #CharitableGiving #TaxStrategy #DonorAdvisedFund #QCD #FaithBasedFinance See Thrivent.com/Social for important disclosure information.

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Real Estate = Real Tax Savings Real estate investors: Have you reviewed cost segregation, depreciation schedules, and repairs vs. improvements this year? Let's connect to optimize your real estate tax strategy. #RealEstateInvestor #TaxPlanning # CostSegregation #PassiveIncome See Thrivent.com/social for important disclosure information.

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Real Estate = Real Tax Savings Real estate investors: Have you reviewed cost segregation, depreciation schedules, and repairs vs. improvements this year? Let's connect to optimize your real estate tax strategy. #RealEstateInvestor #TaxPlanning # CostSegregation #PassiveIncome See Thrivent.com/social for important disclosure information.

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🔥 Consistency Builds Confidence 🔥 Just like wealth, fitness is built one disciplined step at a time. Whether it’s your financial goals or your health goals, progress happens when you show up—especially on the days you don’t feel like it. The right plan, the right mindset, and steady effort create unstoppable momentum. 💪 💬 What’s one goal you’re showing up for today? #DisciplineWins #Momentum #FinancialFitness #StayTheCourse #SolutionsFinancialGroup #LakesAreaAdvisory #ForestLakeStrong See thrivent.com/social for important disclosure information.

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🔥 Consistency Builds Confidence 🔥 Just like wealth, fitness is built one disciplined step at a time. Whether it’s your financial goals or your health goals, progress happens when you show up—especially on the days you don’t feel like it. The right plan, the right mindset, and steady effort create unstoppable momentum. 💪 💬 What’s one goal you’re showing up for today? #DisciplineWins #Momentum #FinancialFitness #StayTheCourse #SolutionsFinancialGroup #LakesAreaAdvisory #ForestLakeStrong See thrivent.com/social for important disclosure information.

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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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Honoring All Who Served Today, we pause to recognize the brave men and women who have worn our nation’s uniform. Their courage, sacrifice, and unwavering commitment protect the freedoms we cherish every day. To all our veterans — thank you for your service, your strength, and your example. #VeteransDay #HonorAndRespect #Gratitude #Service #Freedom

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Honoring All Who Served Today, we pause to recognize the brave men and women who have worn our nation’s uniform. Their courage, sacrifice, and unwavering commitment protect the freedoms we cherish every day. To all our veterans — thank you for your service, your strength, and your example. #VeteransDay #HonorAndRespect #Gratitude #Service #Freedom

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Business Owners - Don't Leave Money on the Table. Section 179 deductions. Accountable plans. S-Corp salary planning. Smart year-end moves can dramatially reduce your 2025 tax bill. Let's review your 2025 deduction strategy. #BusinessFinance #TaxDeduction #SmallBusinessStrategy #EntrepeneurLife See thrivent.com/social for important desclosure information.

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Business Owners - Don't Leave Money on the Table. Section 179 deductions. Accountable plans. S-Corp salary planning. Smart year-end moves can dramatially reduce your 2025 tax bill. Let's review your 2025 deduction strategy. #BusinessFinance #TaxDeduction #SmallBusinessStrategy #EntrepeneurLife See thrivent.com/social for important desclosure information.

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Your IRA, 401(k), HSA and Roth all have unique limits and timing rules. Year-end is the time to double-check every contribution. Confirm your 2025 contribution plan. #RetirementPlanning # FinancialGoals # TaxSmartInvesting #HSASavings See thrivent.com/social for important disclosure information.

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Your IRA, 401(k), HSA and Roth all have unique limits and timing rules. Year-end is the time to double-check every contribution. Confirm your 2025 contribution plan. #RetirementPlanning # FinancialGoals # TaxSmartInvesting #HSASavings See thrivent.com/social for important disclosure information.

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Timing matters. Selling underperforming investments before year-end can offset gains elsewhere - and keep your tax bill lower. Schedule a year-end portfolio review. #TaxPlanning # CapitalGains #WealthManagement #InvestmentStrategy See thrivent.com/social for important disclosure information.

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Timing matters. Selling underperforming investments before year-end can offset gains elsewhere - and keep your tax bill lower. Schedule a year-end portfolio review. #TaxPlanning # CapitalGains #WealthManagement #InvestmentStrategy See thrivent.com/social for important disclosure information.

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A Roth conversion before year-end can help you lock in today's lower rates and enjoy tax-free growth later. Let's run your conversion analysis before December 31. #TaxStrategy #RothConversion #FinancialPlanning #retirementReady #TaxSmartWealth State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. See thrivent.com/social for important disclosures.

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A Roth conversion before year-end can help you lock in today's lower rates and enjoy tax-free growth later. Let's run your conversion analysis before December 31. #TaxStrategy #RothConversion #FinancialPlanning #retirementReady #TaxSmartWealth State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. See thrivent.com/social for important disclosures.

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