Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
How would you cover expenses if you or your spouse needed extended care?
It can be easy to overlook future health needs when planning for retirement. But extended care can be costly—and without a funding strategy, it could quickly deplete your savings.
Let’s discuss the steps you can take today to ensure that if the need arises, you can focus on your well-being—not on how to pay for care.
See thrivent.com/social for important disclosures.
Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz
Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you: https://bit.ly/4o8K5hU
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
Ready to explore a new career path?
Thrivent is hiring financial advisors on our Virtual Advice Team. It's an excellent entry point into a long-term career. You'll reengage existing clients, building meaningful relationships and gain hands-on experience in a structured, highly supportive environment.
Find out more: thriventcareers.com/4pnwjI1
Looking for a role that’s structured, stable and truly rewarding?
As a Thrivent Virtual Advisor, you’ll leverage your experience to guide existing clients through important financial decisions using proven tools and processes. You’ll build relationships remotely while enjoying hybrid flexibility, competitive compensation and bonus opportunities.
It’s a meaningful career that offers balance, growth and time for what matters most. Find out more: thriventcareers.com/3Hiz5y6
Disability income insurance replaces a portion of your income if you're unable to work due to illness or injury—helping you maintain financial stability during challenging times. Interested in learning more about coverage options? Let's talk.
See thrivent.com/social for important disclosures.
Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk.
👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes.
If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss.
See thrivent.com/social for important disclosures.
Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values.
See thrivent.com/social for important disclosures.
Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next.
If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter.
Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations.
See thrivent.com/social for important disclosures.
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.
Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter.
Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have.
If you're thinking about your transition strategy, let's connect and walk through your options-step by step.
See thrivent.com/social for important disclosures.
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone.
This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
Saving for retirement? Here’s something to consider: different accounts come with different tax implications.
By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).
Get in touch to discuss the right approach for your unique situation.
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.
