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Insights

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

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Big life changes like having a baby, buying a home and getting a pay raise can all impact your income protection needs. As your life evolves, it may be worth revisiting your disability income insurance coverage to make sure it’s keeping up with your priorities. More here: https://bit.ly/449rrOd

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Big life changes like having a baby, buying a home and getting a pay raise can all impact your income protection needs. As your life evolves, it may be worth revisiting your disability income insurance coverage to make sure it’s keeping up with your priorities. More here: https://bit.ly/449rrOd

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August 2026 Market Update: Strong economy, higher yields

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

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The great wealth transfer: What baby boomers need to know

Trillions 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 ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

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For months now, one of the big questions has been: Is AI actually improving productivity and profitability? According to Thrivent’s Head of Private Equity Investment Jen Wilson, the answer is yes—but the benefits aren’t always easy to measure. Watch the clip: https://bit.ly/4hjp9UB

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For months now, one of the big questions has been: Is AI actually improving productivity and profitability? According to Thrivent’s Head of Private Equity Investment Jen Wilson, the answer is yes—but the benefits aren’t always easy to measure. Watch the clip: https://bit.ly/4hjp9UB

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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

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Considering disability income insurance coverage but want to know more about what it might cost?​ ​ Know that premiums typically range from 1%-4% of your income. However, factors like the amount of income you want covered, your chosen benefit period, age and health ultimately determine what your premium will be. Dive deeper here: https://bit.ly/4vNjfPO

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Considering disability income insurance coverage but want to know more about what it might cost?​ ​ Know that premiums typically range from 1%-4% of your income. However, factors like the amount of income you want covered, your chosen benefit period, age and health ultimately determine what your premium will be. Dive deeper here: https://bit.ly/4vNjfPO

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz

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Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz

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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

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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.

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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.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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