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

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While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual. As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual. As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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👉 Tip: Your withdrawal strategy matters. A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals. If you’d like help creating a strategy to maximize your retirement savings, let’s connect. See thrivent.com/social for important disclosures.

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👉 Tip: Your withdrawal strategy matters. A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals. If you’d like help creating a strategy to maximize your retirement savings, let’s connect. See thrivent.com/social for important disclosures.

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Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

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Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

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Worried your retirement savings might not last? An annuity may be worth considering. Annuities can offer guaranteed income in retirement, potential tax advantages, and—in some cases—a way to leave money to your loved ones. Like any investment, they also come with risks, so it’s important to understand how they work before deciding if they’re right for you. Learn more ➡️ https://bit.ly/3IkVueM

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Worried your retirement savings might not last? An annuity may be worth considering. Annuities can offer guaranteed income in retirement, potential tax advantages, and—in some cases—a way to leave money to your loved ones. Like any investment, they also come with risks, so it’s important to understand how they work before deciding if they’re right for you. Learn more ➡️ https://bit.ly/3IkVueM

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

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Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk

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When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk

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4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

For fourth quarter, Thrivent Asset Management experts are closely watching labor data, inflation and actions by the Fed.

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.

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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