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Insights

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

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When was the last time you updated your estate plan? Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates. If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options. See thrivent.com/social for important disclosures.

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When was the last time you updated your estate plan? Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates. If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options. See thrivent.com/social for important disclosures.

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Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy

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Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy

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Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more. Watch the conversation: https://bit.ly/3Jemn4t

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Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more. Watch the conversation: https://bit.ly/3Jemn4t

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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

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Top 7 charitable giving strategies: Maximizing tax benefits and impact

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and...

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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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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How to offset inflation's impact on your retirement savings

Inflation 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. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its...

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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.

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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