Insights
Thinking of retiring before age 65? Here are some ways to cover health insurance until you can qualify for Medicare: https://bit.ly/3Vln9Cw. Every situation is unique, so let's get together to figure out the best plan for you!
See thrivent.com/social for important disclosures
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact us today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
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.
Despite consumer confidence dropping as a result of inflation, many economic indicators show signs of strength. Read more from David Royal here: https://bit.ly/4dFfogT and catch the live Market and Economic Update set for Oct 13 at 11:30am CT - register here: https://www.thrivent.com/market-economic-update
See thrivent.com/social for important disclosures.
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Happy Birthday today to Justin in our Williamsburg office! We are so thankful to have you on our team!!
Does it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️
https://bit.ly/4yfmAsB
Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
See thrivent.com/social for important disclosures
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Smart business owners see the value in creating a thoughtful succession plan. Discover more here: https://bit.ly/44rq2mF
August 2026 Market Update: Strong economy, higher yieldsThe 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. ⬇️
More wealth is changing hands today than ever before - what could this mean for you, your loved ones, and the legacy you want to leave behind? https://bit.ly/44gZtAr
There are so many different ways to set up your monthly budget - how do you know which one is right for you? Here's one that we like to run by people we work with: pay YOURSELF, first! Check out some highlights and reach out if you have any questions: https://bit.ly/4f94IXK
Keeping too much cash on hand can hurt your portfolio. As interest rates are shifting, it’s important to consider whether you're getting the most from your cash reserves. https://bit.ly/44SRh9A
Let's have some fun: go to your Spotify, click on your profile picture, and take a screenshot of your minutes listened and top artist/song. Share in the comments, let's see if we can find new music to shake up these summer playlists!!
(I'm also curious on minutes listened, as a constant Spotify user... hah)
Wondering what to expect in the market as we head into the dog days of summer? Read this article by our Chief Investment Strategist, Steve Lowe: https://bit.ly/4p7S53K
Learn more about what makes up a solid financial plan and the process for creating your own. ➡️https://bit.ly/44yKWQt
Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.