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Insights

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

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Protect Your Retirement: Seven RMD Mistakes to Avoid

Close out the year by considering five critical year-end deadlines. Last but certainly not least: #5. Take Required Minimum Distributions. For disclosure information, see Thrivent.com/social.

RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.

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Five Ways to Maximize Your End-of-Year Philanthropy

Continued... Close out the year by considering five key year-end deadlines. #4. Make Charitable Distributions. With some planning and foresight, make this holiday season more cheerful by supporting the causes nearest and dearest to your heart. For disclosure information, see Thrivent.com/social.

To do the most good, pick the right charity, be smart about how you donate and consider giving something just as valuable as money: your time.

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Six Reasons a Roth IRA Conversion Makes Sense

Continued... Close out the year by considering five key year-end deadlines. #3. Complete a Roth Conversion. For disclosure information, see Thrivent.com/social.

Avoiding higher taxes in retirement, having no RMDs and leaving your heirs a tax-free inheritance are just some of the reasons to switch to a Roth IRA.

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5 FAQs About 529 College Savings Plans

#2. Contribute to 529 Education Savings. 529 plans can be powerful college savings tools that can help to shape your child’s future and your own. With some sound financial advice, careful planning, and an eye on the future, it’s never too early to start planning (and saving). For disclosure information, see Thrivent.com/social.

Thanks to recent policy changes, families have more options for what to do with money sitting in tax-advantaged 529 accounts.

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Four Ways to Maximize Your 401(k) Contributions Before the Year Ends

As we approach the end of 2024, Pathfinder Financial Consultants of Thrivent is dedicated to undermining the importance of five critical year-end deadlines that could help to boost your retirement potential, reduce taxes, and craft a well-positioned financial strategy leading into the new year. #1. Maximize your retirement contributions. For disclosure information, see Thrivent.com/social.

To maximize your 410(k) contributions in 2024, assess how much you’ve contributed so far, check your employer’s match, take a look at your budget and consider...

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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December 2024 Market Update: Stocks keep rolling

Learn how markets evaluated the presidential election results in Thrivent Asset Management’s December 2024 Market Update.

The economy stayed strong in November despite uncertainty around the U.S. election.

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Today through December 25, join the Thrivent Member Network – Great Lakes Region for “Home for the Holidays,” a virtual Christmas concert featuring five-time Grammy®️ Award-winning artist Steven Curtis Chapman. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This on demand concert is available for two weeks only. Watch the Virtual Concert, streaming December 10-25: https://bit.ly/4ikeuaw No products will be sold. Artist is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.

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Today through December 25, join the Thrivent Member Network – Great Lakes Region for “Home for the Holidays,” a virtual Christmas concert featuring five-time Grammy®️ Award-winning artist Steven Curtis Chapman. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This on demand concert is available for two weeks only. Watch the Virtual Concert, streaming December 10-25: https://bit.ly/4ikeuaw No products will be sold. Artist is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.

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Tickets | Craig Groeschel - Leadership Investments: Strategies for Success | iTickets

Leadership Investments: Strategies for Success with Craig Groeschel On-demand event September 9 -29 Sign up today: https://bit.ly/3Uz8yPS How do you strategically invest your resources to fulfill your mission? Join Pathfinder Financial Consultants along with pastor Craig Groeschel where he will unpack four common allocation mistakes and teach you how to invest your resources to accomplish your future goals and objectives. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

Craig Groeschel - Leadership Investments: Strategies for...

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Pathfinder Financial Consultants of Thrivent wishes you and your loved ones a safe and relaxing Labor Day.

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Pathfinder Financial Consultants of Thrivent wishes you and your loved ones a safe and relaxing Labor Day.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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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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