The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
With rates starting to decline, now is a great time to think about what's next for your cash.
Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work.
Together, let’s review your goals and liquidity needs to maximize your money’s potential.
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6 year-end financial tasksThe 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.
If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
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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
The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy.
Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come.
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How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇
When was the last time you updated your estate plan?
Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates.
If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options.
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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.
Here’s how to approach these conversations with empathy and clarity. ⬇️
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Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Retirement can feel like it’s a lifetime away—until suddenly it’s not.
Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement.
Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more.
Watch the conversation: https://bit.ly/3Jemn4t
There's still space available on our free “Estate Preservation for the Next Generation” webinar on Tuesday, October 28th at 1pm and 7pm ET. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/NortheastOct
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how We can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings.
Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB
Join us for an “Estate Preservation for the Next Generation” webinar on Tuesday, October 28th at 1pm and 7pm ET. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/NortheastOct
What you need to know about legacy planning & how to get startedWhy is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓
