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Insights

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

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No products will be sold. For more information visit Thrivent.com/social.

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No products will be sold. For more information visit Thrivent.com/social.

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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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November 2025 Market Update: Less data, lower rates, strong stocks

October closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.

Recent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.

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2026 Social Security COLA increase: What future retirees should know

You may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.

As retirement approaches, many Americans are navigating a landscape that feels uncertain. Rising costs, shifting markets and questions about long-term...

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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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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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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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Please join Thrivent-Five Pillars Financial Group at the Montco Chamber's Wellness Expo this Saturday November 8th at the Greater Philadelphia Expo Center - (Oaks, PA) Hall D. The event runs from 10:00 AM -6:00 PM. Admission is FREE. Stop by and say hello!

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Please join Thrivent-Five Pillars Financial Group at the Montco Chamber's Wellness Expo this Saturday November 8th at the Greater Philadelphia Expo Center - (Oaks, PA) Hall D. The event runs from 10:00 AM -6:00 PM. Admission is FREE. Stop by and say hello!

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Navigating Decisions for Retirement Success Online Event Tuesday, November 4 at 1 p.m. Tuesday, November 4 at 8:30 p.m. Wednesday, November 5 at 9:30 p.m. Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. This discussion will help you feel more equipped to make smarter choices for the years ahead. Plan ahead to manage the potential need for care as you age. Discover simple tax strategies you can use now to help reduce or avoid future tax surprises. Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are. REGISTER HERE: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

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Navigating Decisions for Retirement Success Online Event Tuesday, November 4 at 1 p.m. Tuesday, November 4 at 8:30 p.m. Wednesday, November 5 at 9:30 p.m. Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. This discussion will help you feel more equipped to make smarter choices for the years ahead. Plan ahead to manage the potential need for care as you age. Discover simple tax strategies you can use now to help reduce or avoid future tax surprises. Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are. REGISTER HERE: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

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Navigating Decisions for Retirement Success Online Event English Tuesday, November 4 at 1 p.m. Tuesday, November 4 at 8:30 p.m. Wednesday, November 5 at 9:30 p.m. Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. This discussion will help you feel more equipped to make smarter choices for the years ahead. Plan ahead to manage the potential need for care as you age. Discover simple tax strategies you can use now to help reduce or avoid future tax surprises. Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are. Register Here: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

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Navigating Decisions for Retirement Success Online Event English Tuesday, November 4 at 1 p.m. Tuesday, November 4 at 8:30 p.m. Wednesday, November 5 at 9:30 p.m. Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. This discussion will help you feel more equipped to make smarter choices for the years ahead. Plan ahead to manage the potential need for care as you age. Discover simple tax strategies you can use now to help reduce or avoid future tax surprises. Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are. Register Here: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

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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