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Insights

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

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Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps: 1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty. 2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums. 3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about. A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income. Get in touch if you’d like help reviewing your year-end strategy. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps: 1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty. 2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums. 3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about. A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income. Get in touch if you’d like help reviewing your year-end strategy. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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The benefits of life insurance: What you need to know

There are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.

Life insurance can be a planful way to show your dedication to the people you care about—offering them protection and potential for a financial benefit.

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6 year-end financial tasks

The hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.

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AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.

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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.

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The cost of cash: Where to invest when interest rates drop

Whether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.

Learn how to decide where to keep your cash holdings based on the purpose and timing of your money—especially when interest rates begin to fall.

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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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The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy. Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come. See thrivent.com/social for important disclosures.

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The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy. Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come. See thrivent.com/social for important disclosures.

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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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