Insights
Feel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way. https://bit.ly/3UARvkm
Hey Maddie, where do those shirts come from!?
See Thrivent.com/social for important disclosures. Member benefits, programs and activities are not guaranteed contractual benefits. You should never purchase or retain any insurance or annuity products simply to be able to participate. Participation is subject to applicable Terms and Conditions.
Hey, boo! We hope you have a fang-tastic night! Happy Halloween from your Ambient crew👻🕷️🎃
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
A qualified charitable distribution is the direct transfer of assets from your IRA to a qualifying charity that counts toward annual required minimum distributions (RMDs). Learn more, and let's see how QCDs might fit into your plan. https://bit.ly/4j6mfUl
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As we settle into Q4, here are 3 things to think about with your finances. 🍂🍁🧡
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Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE
Many people think inheriting assets from a loved one means just getting a check. However, it largely depends on the type of asset being received - especially if it is an IRA. The SECURE Act 2.0 passed in 2022 created special provisions for beneficiaries of retirement accounts. Reach out, and we'll go over how this might affect your specific plan: https://bit.ly/4AFgDqd
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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!
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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
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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
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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.
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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