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Insights

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

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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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Holiday expenses can add up. Plan ahead so there's no surprises! See thrivent.com/social for important information.

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Holiday expenses can add up. Plan ahead so there's no surprises! See thrivent.com/social for important information.

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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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More money doesn't have to equal more spending. Keep saving to prepare for whatever life throws your way! See thrivent.com/social for important information.

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More money doesn't have to equal more spending. Keep saving to prepare for whatever life throws your way! See thrivent.com/social for important information.

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Know a student applying for financial aid? Don't miss out on these FAFSA fast tips! 1. File early – More aid is available the sooner you apply. 2. Use the IRS Data Retrieval Tool – It makes filling out financial info way easier. 3. List multiple schools – Even if you're unsure where you'll go. 4. Don’t assume you won’t qualify – Many students get aid even if they think they won’t. 5. Create your FSA ID now – You’ll need it to sign and submit. 6. Check deadlines – Federal, state, and school deadlines can all be different! See thrivent.com/social for important information.

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Know a student applying for financial aid? Don't miss out on these FAFSA fast tips! 1. File early – More aid is available the sooner you apply. 2. Use the IRS Data Retrieval Tool – It makes filling out financial info way easier. 3. List multiple schools – Even if you're unsure where you'll go. 4. Don’t assume you won’t qualify – Many students get aid even if they think they won’t. 5. Create your FSA ID now – You’ll need it to sign and submit. 6. Check deadlines – Federal, state, and school deadlines can all be different! See thrivent.com/social for important information.

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The end of the year will be here before we know it! Adjust your plans accordingly to finish the year strong. See thrivent.com/social for important information.

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The end of the year will be here before we know it! Adjust your plans accordingly to finish the year strong. See thrivent.com/social for important information.

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We stand with the fighters, honor the survivors, and remember those we've lost. Early detection saves lives—schedule your screening and spread the word. 💗

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We stand with the fighters, honor the survivors, and remember those we've lost. Early detection saves lives—schedule your screening and spread the word. 💗

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A few other truths about life insurance: - It can be more affordable than a lot of people think. - Your work policy probably isn’t enough on its own. - Some types offer other benefits and tax advantages. See thrivent.com/social for important disclosures.

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A few other truths about life insurance: - It can be more affordable than a lot of people think. - Your work policy probably isn’t enough on its own. - Some types offer other benefits and tax advantages. See thrivent.com/social for important disclosures.

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Do you or someone you love have questions about retirement? When does it make the most sense to retire? Should you continue working part-time in retirement? When should you turn on social security? Schedule a complimentary consultation with one of our financial advisors today. They would love to hear your story and help you map out a plan for your retirement. Call 262-679-3280 to set up a meeting. See thrivent.com/social for important information.

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Do you or someone you love have questions about retirement? When does it make the most sense to retire? Should you continue working part-time in retirement? When should you turn on social security? Schedule a complimentary consultation with one of our financial advisors today. They would love to hear your story and help you map out a plan for your retirement. Call 262-679-3280 to set up a meeting. See thrivent.com/social for important information.

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"We love because he first loved us." - 1 John 4:19

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"We love because he first loved us." - 1 John 4:19

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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