Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
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
Investing & taxes: Understanding tax on dividends, interest & capital gainsUnderstanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️
Grief changes everything, and the to-do list doesn’t stop.Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss:✅ Funeral planning✅ Estate & account support✅ Grief resourcesMembers can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛Learn more: thrivent.com/empathy
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?1️⃣ Lacking diversification2️⃣ Trying to time the market3️⃣ Investing with your emotions4️⃣ Ignoring fees and taxesFor more mistakes to watch out for and smart strategies to consider. 👇
How to invest for retirement: Account types & strategic movesInvesting for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:✔️ Portfolio diversification✔️ Understanding your risk tolerance and adjusting over time✔️ Investing in tax-advantaged accounts like IRAs and 401(k)sLearn more about investing for retirement. ⬇️
Portfolio diversification: Importance, benefits & how to startIs your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️
You're Invited!Safely shred your documents and help fight hunger!Scan the QR Code in the picture to donate.May 30, 20269:00-12:00 552 S Washington Street (parking lot)Donuts and coffee included
Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
You're Invited!Safely shred your documents and help fight hunger!May 30, 20269:00-12:00 552 S Washington Street (parking lot)Donuts and coffee included
You're Invited!Safely shred your documents and help fight hunger!May 30, 20269:00-12:00 552 S Washington Street (parking lot)Donuts and coffee included
What is portfolio rebalancing? Tips to maintain your target investment mixIs now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
Retirement savings by age: What's average & what's recommendedCurious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇
Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open.Not sure if you should apply? We are here to review your financial situation with you before deadlines hit.For more information on FAFSA: studentaid.govSee thrivent.com/social for important disclosures.
March 2026 Market Update: Wobbling stocks, stronger bondsMarkets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️See thrivent.com/social for important disclosures.
If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.📌 For more, check out this guide: https://bit.ly/4p4h9Hn
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.Explore your options below and let’s connect to keep your goals on track as interest rates change.
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
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
