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Insights

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

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In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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In this quarter’s Thrivent Market & Economic Update, our investment leaders discuss market and economic trends, including inflation, interest rates, tariffs and the potential safe haven municipal bonds can provide. Learn more: https://bit.ly/3GkXbYa

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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Preparing for the what-ifs in life

Wondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.

Thrivent clients work to get their financial—and personal—house in order.

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Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

A resilient retirement strategy accounts for the everyday and the unexpected—including market and economic uncertainty. Here are some steps you can take to...

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Do you need life insurance? Questions to ask yourself & your family

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like...

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

If you’re at or near retirement, you’ve likely given a lot of thought to Social Security: how much you’ll receive, when to start taking it, and the role it...

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How to avoid running out of money in retirement

“Will I outlast my retirement savings?” It’s a common concern, but planning for retirement shouldn’t be a guessing game. Check out these four actionable steps to stretch your money further in retirement. 👇

People preparing for retirement may be wondering if they’ve saved enough. Those nearing or in retirement may be wondering if it will last.

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. 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.

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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