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Insights

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

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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Friendly reminder: Check your credit reports at least once a year to detect errors and suspicious activity.

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Friendly reminder: Check your credit reports at least once a year to detect errors and suspicious activity.

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Take a look at the contributions you’ve made to your retirement savings and HSA accounts this year. If you determine there’s room for you to maximize your contributions, take advantage of the opportunity.

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Take a look at the contributions you’ve made to your retirement savings and HSA accounts this year. If you determine there’s room for you to maximize your contributions, take advantage of the opportunity.

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Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider: • Assess progress on your financial goals and determine if adjustments are needed. • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts. • Make additional charitable contributions by year-end to potentially reduce tax liabilities. • Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities. See thrivent.com/social for important disclosures.

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Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider: • Assess progress on your financial goals and determine if adjustments are needed. • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts. • Make additional charitable contributions by year-end to potentially reduce tax liabilities. • Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities. See thrivent.com/social for important disclosures.

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It's beginning to look a lot like ... a great time to determine if these financial steps are right for you.

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It's beginning to look a lot like ... a great time to determine if these financial steps are right for you.

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Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.​ ​ 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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Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.​ ​ 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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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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7 ways to help reduce your taxable income

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep...

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Business startup costs: 10 basics to plan for

Are you thinking of starting your own business? Check out 10 start up costs that you’ll want to consider for your newest venture.

For a lot of people, starting a business is a lifelong dream. And yet, having a great idea or possessing a unique skill isn't always enough to get your venture...

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December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself: ✔️ Adjust your privacy settings ✔️ Update all older passwords ✔️ Use secure WiFi connections ✔️ Monitor all transactions

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December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself: ✔️ Adjust your privacy settings ✔️ Update all older passwords ✔️ Use secure WiFi connections ✔️ Monitor all transactions

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

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