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Insights

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

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Year‑End Bonus & Savings Habit 💼 Many receive year‑end bonuses (or anticipate them). Rule of thumb: Allocate at least 50% toward goals (debt, savings, investing), allow 10‑20% for fun. 👉 If you got (or expect) a bonus, what’s your priority for it? 📎 See thrivent.com/social for important disclosures.

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Year‑End Bonus & Savings Habit 💼 Many receive year‑end bonuses (or anticipate them). Rule of thumb: Allocate at least 50% toward goals (debt, savings, investing), allow 10‑20% for fun. 👉 If you got (or expect) a bonus, what’s your priority for it? 📎 See thrivent.com/social for important disclosures.

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Black Friday / Holiday Shopping Strategy” 🛍️ Sales are everywhere. But impulse buys often lead to regret. Tip: Set a spending limit before you shop. 👉 What’s your best holiday shopping tip? 📎 See thrivent.com/social for important disclosures.

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Black Friday / Holiday Shopping Strategy” 🛍️ Sales are everywhere. But impulse buys often lead to regret. Tip: Set a spending limit before you shop. 👉 What’s your best holiday shopping tip? 📎 See thrivent.com/social for important disclosures.

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Thanksgiving Prep & Financial Gratitude” 🍂 As we approach Thanksgiving (Nov 27), remember budget for the celebration too. Costs add up fast. 💬 What does financial gratitude mean to you? 📎 See thrivent.com/social for important disclosures.

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Thanksgiving Prep & Financial Gratitude” 🍂 As we approach Thanksgiving (Nov 27), remember budget for the celebration too. Costs add up fast. 💬 What does financial gratitude mean to you? 📎 See thrivent.com/social for important disclosures.

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Estate Planning Reminder 📝 Not just for the wealthy: updating wills, trusts, beneficiary designations matter for everyone. 👉 When did you last review yours? 📎 See thrivent.com/social for important disclosures.

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Estate Planning Reminder 📝 Not just for the wealthy: updating wills, trusts, beneficiary designations matter for everyone. 👉 When did you last review yours? 📎 See thrivent.com/social for important disclosures.

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National Philanthropy Day (Nov 15) & Giving Back Smartly ❤️ On National Philanthropy Day we celebrate giving. Did you know strategic giving can offer tax advantages and community impact? 👉 What cause matters most to you—and why? 📎 See thrivent.com/social for important disclosures.

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National Philanthropy Day (Nov 15) & Giving Back Smartly ❤️ On National Philanthropy Day we celebrate giving. Did you know strategic giving can offer tax advantages and community impact? 👉 What cause matters most to you—and why? 📎 See thrivent.com/social for important disclosures.

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Mid‑Month Money Habit Review 💡 Try this: Track your spending for 30 minutes. You’ll often spot leaks—subscriptions you forgot, small purchases that add up. 👉 Found a money leak in past weeks? Share it! 📎 See thrivent.com/social for important disclosures.

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Mid‑Month Money Habit Review 💡 Try this: Track your spending for 30 minutes. You’ll often spot leaks—subscriptions you forgot, small purchases that add up. 👉 Found a money leak in past weeks? Share it! 📎 See thrivent.com/social for important disclosures.

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Scholarships & Education Funding 🎓 November is National Scholarship Month. Now’s a good time to check college funding strategies: 529 plans, scholarships, alternative paths. 👉 If you’re planning for college, what’s your biggest question? 📎 See thrivent.com/social for important disclosures. Image prompt: “open college fund document, laptop, young adult with notebook”

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Scholarships & Education Funding 🎓 November is National Scholarship Month. Now’s a good time to check college funding strategies: 529 plans, scholarships, alternative paths. 👉 If you’re planning for college, what’s your biggest question? 📎 See thrivent.com/social for important disclosures. Image prompt: “open college fund document, laptop, young adult with notebook”

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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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👻 Happy Halloween! Scary stat: 40% of Americans don’t have enough saved to cover a $400 emergency (Fed Reserve, 2024). 👉 What’s the scariest money mistake you’ve seen—or learned from? 📎 See thrivent.com/social for important disclosures. #HalloweenFinance #EmergencyFund #SmartMoney

👻 Happy Halloween! Scary stat: 40% of Americans don’t have enough saved to cover a $400 emergency (Fed Reserve, 2024). 👉 What’s the scariest money mistake you’ve seen—or learned from? 📎 See thrivent.com/social for important disclosures. #HalloweenFinance #EmergencyFund #SmartMoney

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🌐 Today we celebrate National Internet Day! Did you know? 60% of Americans now use online tools or apps to track spending—but only 20% stick with them consistently (CNBC, 2024). 👉 What’s your favorite financial app or tool? 📎 See thrivent.com/social for important disclosures. #InternetDay #Fintech #MoneyManagement

🌐 Today we celebrate National Internet Day! Did you know? 60% of Americans now use online tools or apps to track spending—but only 20% stick with them consistently (CNBC, 2024). 👉 What’s your favorite financial app or tool? 📎 See thrivent.com/social for important disclosures. #InternetDay #Fintech #MoneyManagement

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