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

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Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6 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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Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6 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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A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more: https://bit.ly/4hmPFKV

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A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift. A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs. Find out more: https://bit.ly/4hmPFKV

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If giving is part of how you live your values, new tax rules taking effect in 2026 could help your generosity go even further, but planning ahead is key. Various strategies may help preserve valuable tax benefits while continuing to create meaningful impact year after year. Don’t hesitate to reach out if you’d like to discuss what these changes could mean for your giving strategy. And if you don't have one yet, we can develop a strategy that maximizes your impact while minimizing your tax liability. 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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If giving is part of how you live your values, new tax rules taking effect in 2026 could help your generosity go even further, but planning ahead is key. Various strategies may help preserve valuable tax benefits while continuing to create meaningful impact year after year. Don’t hesitate to reach out if you’d like to discuss what these changes could mean for your giving strategy. And if you don't have one yet, we can develop a strategy that maximizes your impact while minimizing your tax liability. 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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Charitable giving strategies aren’t just for the wealthy—they’re for anyone who wishes to make a meaningful impact. Whether you give a little or a lot, a thoughtful approach can help you support the causes you care about, minimize your tax burden and build a lasting legacy of generosity. Let’s discuss how charitable giving can become a cornerstone of your financial future. See thrivent.com/social for important disclosures.

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Charitable giving strategies aren’t just for the wealthy—they’re for anyone who wishes to make a meaningful impact. Whether you give a little or a lot, a thoughtful approach can help you support the causes you care about, minimize your tax burden and build a lasting legacy of generosity. Let’s discuss how charitable giving can become a cornerstone of your financial future. See thrivent.com/social for important disclosures.

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Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you: https://bit.ly/4o8K5hU

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Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you: https://bit.ly/4o8K5hU

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While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f

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While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f

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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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When was the last time you updated your estate plan? Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates. If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options. See thrivent.com/social for important disclosures.

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When was the last time you updated your estate plan? Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates. If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options. See thrivent.com/social for important disclosures.

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

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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.

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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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