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Insights

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

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Let’s discuss what approach is right for you.

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Register today for a livestream of Thrivent’s Market & Economic Update on Tuesday, Nov. 19 at 12:30 p.m. EST. Thrivent investment leaders will share their perspectives on the health of today’s economy, market implications of current global geopolitical events, inflation and interest rates, consumer sentiment and factors influencing large public companies.  Reserve your seat today 👉 https://bit.ly/3YpO51H No products will be sold. See thrivent.com/social for important disclosures.

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Register today for a livestream of Thrivent’s Market & Economic Update on Tuesday, Nov. 19 at 12:30 p.m. EST. Thrivent investment leaders will share their perspectives on the health of today’s economy, market implications of current global geopolitical events, inflation and interest rates, consumer sentiment and factors influencing large public companies.  Reserve your seat today 👉 https://bit.ly/3YpO51H No products will be sold. See thrivent.com/social for important disclosures.

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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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Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP

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Have you considered incorporating long-term care into your overall retirement plan? There may be additional health care costs you’ll want to account for, in addition to your future everyday living expenses. Learn more about this option that can help you prepare for unexpected costs ➡️ https://bit.ly/40mk8lP

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Maximize your donations with a charitable giving plan

If giving is important to you, consider a strategy that maximizes your charitable impact.

These days, there seems to be a never-ending stream of calls, emails and letters asking for donations. With all those requests, it really can put you in a bind.

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Have you ordered your 2025 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting on life and their everyday blessings. Order yours today: https://bit.ly/4eBsNVe

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Have you ordered your 2025 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting on life and their everyday blessings. Order yours today: https://bit.ly/4eBsNVe

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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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When it comes to claiming Social Security, age matters. And so do your marital status, work history and many other factors. Discover what you need to know from Mary Beth Franklin, an expert and author of "Maximizing Social Security Benefits," on Tuesday, October 29th at 1:00 p.m. and 9:30 p.m. EST. Register here: Webinar Registration - Zoom No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.

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When it comes to claiming Social Security, age matters. And so do your marital status, work history and many other factors. Discover what you need to know from Mary Beth Franklin, an expert and author of "Maximizing Social Security Benefits," on Tuesday, October 29th at 1:00 p.m. and 9:30 p.m. EST. Register here: Webinar Registration - Zoom No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.

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How to make financial decisions that reflect your values

What are the values most important to you? Knowing those values can help drive your financial decisions. Learn more about making financial decisions based on your values here. https://www.thrivent.com/insights/financial-planning/how-to-make-financial-decisions-that-reflect-your-values

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

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Hurricane Helene and Hurricane Milton have been devastating to so many but we all can help. Thrivent increased the match of donations to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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Hurricane Helene and Hurricane Milton have been devastating to so many but we all can help. Thrivent increased the match of donations to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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