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

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And through it all, our core value of generosity shines. Because when you’re wise with money, you’re empowered to live with purpose—and give with joy. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

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And through it all, our core value of generosity shines. Because when you’re wise with money, you’re empowered to live with purpose—and give with joy. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

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✅ Key points: File by the tax deadline for the year the taxpayer passed (typically April 15 of the following year). If the death occurs early in the year, more than one return may be needed. As the year ends, reviewing and organizing these matters can help ensure estates are handled correctly and refunds are not missed. #YearEndPlanning #EstatePlanning #TaxPlanning #DeceasedTaxpayer #FinancialGuidance For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. 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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✅ Key points: File by the tax deadline for the year the taxpayer passed (typically April 15 of the following year). If the death occurs early in the year, more than one return may be needed. As the year ends, reviewing and organizing these matters can help ensure estates are handled correctly and refunds are not missed. #YearEndPlanning #EstatePlanning #TaxPlanning #DeceasedTaxpayer #FinancialGuidance For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. 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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December 2025 Market Update: Stock volatility returns

From slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.

U.S. equities continue their upward trend despite tech sector volatility, while strong retail sales and job growth underscore consumer resilience.

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Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. #FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning For disclosure information, see thrivent.com/social.

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Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. #FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning For disclosure information, see thrivent.com/social.

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Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities. 👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish. See thrivent.com/social for important disclosures.

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Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities. 👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish. See thrivent.com/social for important disclosures.

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Our approach: craft plans that aren’t tied to one fixed assumption, but instead give you the flexibility to navigate the unknown with confidence. If you’re curious how possible tax changes could impact your goals, let’s talk. #TaxPlanning #FinancialStrategy #PlanAhead #FinancialConfidence For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Our approach: craft plans that aren’t tied to one fixed assumption, but instead give you the flexibility to navigate the unknown with confidence. If you’re curious how possible tax changes could impact your goals, let’s talk. #TaxPlanning #FinancialStrategy #PlanAhead #FinancialConfidence For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Preparation helps build confidence. #WiseStewardship #FaithAndFinance For disclosure information, see thrivent.com/social.

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Preparation helps build confidence. #WiseStewardship #FaithAndFinance For disclosure information, see thrivent.com/social.

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A fresh perspective can reveal: ✅ Missed tax advantages ✅ Overlooked income opportunities ✅ Better alignment between your goals and your money If you’ve been wondering whether your current strategy is truly working for you, it might be time for a second look. We help clients uncover new possibilities in their planning—so every decision moves them closer to confidence. 📅 Let’s review your plan and make sure you’re not leaving any opportunities on the table. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #FinancialPlanning #RetirementPlanning #FinancialConfidence

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A fresh perspective can reveal: ✅ Missed tax advantages ✅ Overlooked income opportunities ✅ Better alignment between your goals and your money If you’ve been wondering whether your current strategy is truly working for you, it might be time for a second look. We help clients uncover new possibilities in their planning—so every decision moves them closer to confidence. 📅 Let’s review your plan and make sure you’re not leaving any opportunities on the table. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #FinancialPlanning #RetirementPlanning #FinancialConfidence

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Through thoughtful planning and intentional decisions, you can use your financial resources to care for yourself, your loved ones, and the causes close to your heart. We're here to help you make wise money choices so you can live out your faith and purpose with confidence. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Through thoughtful planning and intentional decisions, you can use your financial resources to care for yourself, your loved ones, and the causes close to your heart. We're here to help you make wise money choices so you can live out your faith and purpose with confidence. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Now that rates have risen, there’s opportunity—but also complexity. Here’s how to make the most of your savings today: ✅ Reassess your income strategy. Consider a Multi-Year Guaranteed Annuity (MYGA), money markets, or short-term bonds that now offer stronger yields. ✅ Diversify wisely. A balanced mix of investments can help turn your savings into steady, long-term retirement income. ✅ Plan with purpose. Your cash shouldn’t just sit—it should work for you with a strategy that fits your goals and comfort level. If you’re nearing or in retirement and wondering how to adjust after years of slow growth, let’s talk about ways to make your money last—and thrive—under today’s rate environment. 📞 Schedule a conversation with us today. #RetirementPlanning #FinancialAdvisor #InterestRates #SmartInvesting #RetirementIncome For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Now that rates have risen, there’s opportunity—but also complexity. Here’s how to make the most of your savings today: ✅ Reassess your income strategy. Consider a Multi-Year Guaranteed Annuity (MYGA), money markets, or short-term bonds that now offer stronger yields. ✅ Diversify wisely. A balanced mix of investments can help turn your savings into steady, long-term retirement income. ✅ Plan with purpose. Your cash shouldn’t just sit—it should work for you with a strategy that fits your goals and comfort level. If you’re nearing or in retirement and wondering how to adjust after years of slow growth, let’s talk about ways to make your money last—and thrive—under today’s rate environment. 📞 Schedule a conversation with us today. #RetirementPlanning #FinancialAdvisor #InterestRates #SmartInvesting #RetirementIncome For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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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