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

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6 year-end financial tasks

Between gift shopping 🎁 and holiday parties 🎄, it’s easy for your finances to fall behind! Finish the year strong by tackling these 6 important year-end tasks before Dec. 31 ✅ #FinancialWellness #YearEndGoals #Thrivent

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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🎄 Helping Neighbors in Need This Holiday Season ❄️ This time of year reminds us how powerful generosity can be. Across the U.S., 47 million people face hunger—including 13 million children. Your kindness can help families enjoy a warm meal, feel supported, and know they’re not alone. Here are two meaningful ways you can make an immediate impact: ✨ 1. Lead a Thrivent Action Team Rally friends, family, or your community to restock a local food pantry or prepare meals for families in need. With our pre-filled “Support Local Hunger Efforts” template, getting started is quick and simple. How to apply: • Log in to your Thrivent account • Go to “Thrivent Action Teams” under the Take Action section • Click “Let’s go” to start • Select the pre-filled template to jump right in Apply Today ❤️ 2. Make a fee-free donation Give through Thrivent's online platform and 100% of your gift goes directly to support—because we cover all processing fees. Choose from thousands of organizations serving local families this season. Thank you for opening your heart and helping make the holidays brighter for neighbors who need it most. 🌟 For disclosure information, see Thrivent.com/social.

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🎄 Helping Neighbors in Need This Holiday Season ❄️ This time of year reminds us how powerful generosity can be. Across the U.S., 47 million people face hunger—including 13 million children. Your kindness can help families enjoy a warm meal, feel supported, and know they’re not alone. Here are two meaningful ways you can make an immediate impact: ✨ 1. Lead a Thrivent Action Team Rally friends, family, or your community to restock a local food pantry or prepare meals for families in need. With our pre-filled “Support Local Hunger Efforts” template, getting started is quick and simple. How to apply: • Log in to your Thrivent account • Go to “Thrivent Action Teams” under the Take Action section • Click “Let’s go” to start • Select the pre-filled template to jump right in Apply Today ❤️ 2. Make a fee-free donation Give through Thrivent's online platform and 100% of your gift goes directly to support—because we cover all processing fees. Choose from thousands of organizations serving local families this season. Thank you for opening your heart and helping make the holidays brighter for neighbors who need it most. 🌟 For disclosure information, see Thrivent.com/social.

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3 Tax-Smart DAF Strategies Advisers Can Put to Work for Clients During Giving Season

🎁 Is a Donor-Advised Fund the Right Move for Your Giving Strategy? Giving Season is here! Donor-Advised Funds (DAFs) can provide tax efficiency, flexibility, and long-term planning benefits, helping clients make an impact while optimizing their year-end giving. 📞 Contact our office today to complement your year-end financial strategy! While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For additional disclosures, see Thrivent.com/social. #GivingSeason #FinancialStrategy #CharitablePlanning #LiveGenerously

Financial advisers can use tax-efficient donor-advised funds to help clients maximize philanthropic impact through strategies such as front-loading deductions,...

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“Wealth is measured in moments, laughter, and love shared with those who matter most.” #FinancialFriday

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“Wealth is measured in moments, laughter, and love shared with those who matter most.” #FinancialFriday

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I'm a Wealth Adviser: Here's How to Maximize Your Generosity Before the OBBB's 2026 Cap Kicks In

🎁 Give Back This Holiday Season! The year is winding down—plan your charitable gifts before Dec. 31 to maximize deductions under current rules and make this season truly meaningful. 📞 Act today to make your generosity go further! For disclosure information, see Thrivent.com/social.

With the new tax law set to dramatically change charitable tax deductions in 2026, donors might want to consolidate multiyear gifts into 2025 to lock in...

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🎁 It’s Giving Tuesday! 🎁 Today is all about coming together to make a difference. Whether it’s donating, volunteering, or spreading kindness, every action counts. This Giving Tuesday, let’s embrace the spirit of generosity and give back to our communities. ❤️ #LiveGenerously #GiveBack #GivingTuesday

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🎁 It’s Giving Tuesday! 🎁 Today is all about coming together to make a difference. Whether it’s donating, volunteering, or spreading kindness, every action counts. This Giving Tuesday, let’s embrace the spirit of generosity and give back to our communities. ❤️ #LiveGenerously #GiveBack #GivingTuesday

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❤️ Celebrate the season by giving back! Rally your friends, family, and neighbors to lead a Thrivent Action Team. Explore meaningful ways to serve your community and spread joy this holiday season: https://bit.ly/42ms9o4 ✨ For disclosure information, see Thrivent.com/social. #ThriventActionTeam #LiveGenerously #PFCThrivent

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❤️ Celebrate the season by giving back! Rally your friends, family, and neighbors to lead a Thrivent Action Team. Explore meaningful ways to serve your community and spread joy this holiday season: https://bit.ly/42ms9o4 ✨ For disclosure information, see Thrivent.com/social. #ThriventActionTeam #LiveGenerously #PFCThrivent

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🏪 Support Local, Shop Small! Make your holidays brighter by investing in our community. Every purchase helps local businesses thrive! Celebrate #SmallBusinessSaturday and show your support. #ShopLocal

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🏪 Support Local, Shop Small! Make your holidays brighter by investing in our community. Every purchase helps local businesses thrive! Celebrate #SmallBusinessSaturday and show your support. #ShopLocal

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🦃 Happy Thanksgiving from all of us at Pathfinder Financial Consultants! We’re especially thankful for our clients, colleagues, and community. Wishing you a day full of warmth, joy, and time with those you love.

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🦃 Happy Thanksgiving from all of us at Pathfinder Financial Consultants! We’re especially thankful for our clients, colleagues, and community. Wishing you a day full of warmth, joy, and time with those you love.

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6 year-end financial tasks

Between gift shopping 🎁 and holiday parties 🎄, it’s easy for your finances to fall behind! Finish the year strong by tackling these 6 important year-end tasks before Dec. 31 ✅ #FinancialWellness #YearEndGoals #Thrivent

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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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