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Insights

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

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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

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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

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When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner. 🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow. Get in touch if you’d like to talk through how to incorporate these into your overall financial plan. 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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When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner. 🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow. Get in touch if you’d like to talk through how to incorporate these into your overall financial plan. 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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Many people are surprised to learn that taxes can get more complicated in retirement. Here’s the good news: Tax-efficient strategies can help you keep more of your savings working for your lifestyle and the legacy you hope to leave. Let’s discuss the strategies you can implement to protect your income in retirement. 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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Many people are surprised to learn that taxes can get more complicated in retirement. Here’s the good news: Tax-efficient strategies can help you keep more of your savings working for your lifestyle and the legacy you hope to leave. Let’s discuss the strategies you can implement to protect your income in retirement. 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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2026 Market Outlook: A return to normal?

What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.

Looking ahead to 2026, we anticipate steady growth, resilient markets and AI-driven opportunities.

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As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career. If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding. Explore our career paths: thriventcareers.com/4pP2CA6

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As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career. If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding. Explore our career paths: thriventcareers.com/4pP2CA6

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Looking for ways to pay for college? Some use a combination of the following:​ 🎓 Grants​ 🎓 Scholarships​ 🎓 Work-study programs​ 🎓 Federal and private loans​ 🎓 Savings​ If you’d like to discuss additional ways to fund a college education, let’s connect.​ See thrivent.com/social for important disclosures.

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Looking for ways to pay for college? Some use a combination of the following:​ 🎓 Grants​ 🎓 Scholarships​ 🎓 Work-study programs​ 🎓 Federal and private loans​ 🎓 Savings​ If you’d like to discuss additional ways to fund a college education, let’s connect.​ See thrivent.com/social for important disclosures.

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Looking for ways to be more tax-efficient? Simple steps like maximizing retirement savings, using tax-advantaged accounts and giving with intention can be a great place to start. If you’d like to explore how these strategies might fit into your financial plan, 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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Looking for ways to be more tax-efficient? Simple steps like maximizing retirement savings, using tax-advantaged accounts and giving with intention can be a great place to start. If you’d like to explore how these strategies might fit into your financial plan, 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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As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you. Learn more here: https://bit.ly/45coYDA If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.

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As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you. Learn more here: https://bit.ly/45coYDA If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.

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The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.

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The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.

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Taxes play a big role in how far your money can go in retirement. Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income. Read more: https://bit.ly/3MybMCS Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.

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Taxes play a big role in how far your money can go in retirement. Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income. Read more: https://bit.ly/3MybMCS Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.

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.

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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.

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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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