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Insights

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

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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2026 Social Security COLA increase: What future retirees should know

You 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.

As retirement approaches, many Americans are navigating a landscape that feels uncertain. Rising costs, shifting markets and questions about long-term...

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When you're in your 20s or 30s, estate planning might not be top of mind—but it should be. For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf. Learn more about the key documents that can help: https://bit.ly/42xHjda

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When you're in your 20s or 30s, estate planning might not be top of mind—but it should be. For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf. Learn more about the key documents that can help: https://bit.ly/42xHjda

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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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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

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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

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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

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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

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👉 “My kids will figure it out after I’m gone.” This is a common sentiment—and one of the most avoidable estate planning mistakes. A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love. If you have questions or need help getting started, please get in touch. See thrivent.com/social for important disclosures.

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👉 “My kids will figure it out after I’m gone.” This is a common sentiment—and one of the most avoidable estate planning mistakes. A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love. If you have questions or need help getting started, please get in touch. See thrivent.com/social for important disclosures.

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The right life insurance policy helps ensure your legacy supports those you love and the causes you care about. But how much do you need and what type is right for you? Find out here: https://bit.ly/4779hhg

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The right life insurance policy helps ensure your legacy supports those you love and the causes you care about. But how much do you need and what type is right for you? Find out here: https://bit.ly/4779hhg

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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.

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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.

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With interest rates expected to continue shifting, now is a smart time to revisit your cash savings. By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs. See thrivent.com/social for important disclosures.

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With interest rates expected to continue shifting, now is a smart time to revisit your cash savings. By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs. 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.

Designations

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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