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Insights

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

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TCJA set to expire: Tax moves to consider if you're nearing or in retirement

What effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing...

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May 2024 Market Update: April showers dampen investors’ optimism

Markets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.

April market volatility providing challenges for investors.

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Wondering how you or your student will pay for higher education? 🎓 FAFSA is a tool to help make college more affordable. By completing the FAFSA, you may be eligible for grants, loans, and work study programs to help cover the cost of tuition and other educational expenses. It’s a game-changer for anyone looking to fund their college education. Learn more about the FAFSA 👉 https://bit.ly/422SRSE

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Wondering how you or your student will pay for higher education? 🎓 FAFSA is a tool to help make college more affordable. By completing the FAFSA, you may be eligible for grants, loans, and work study programs to help cover the cost of tuition and other educational expenses. It’s a game-changer for anyone looking to fund their college education. Learn more about the FAFSA 👉 https://bit.ly/422SRSE

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Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage. #DIAM23

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Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage. #DIAM23

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Are you beginning your first career after graduating this spring? Here are some action steps you should take: • Review all of your employee benefits and take advantage of them • Allocate a portion of your paycheck towards your savings • Make a plan for paying down your outstanding debt

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Are you beginning your first career after graduating this spring? Here are some action steps you should take: • Review all of your employee benefits and take advantage of them • Allocate a portion of your paycheck towards your savings • Make a plan for paying down your outstanding debt

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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May is Disability Insurance Awareness Month. If you were to experience an illness or injury that prevented you from working for an extended amount of time, would you have the coverage to support your family? #DIAM23

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May is Disability Insurance Awareness Month. If you were to experience an illness or injury that prevented you from working for an extended amount of time, would you have the coverage to support your family? #DIAM23

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Thinking about ways to use your tax refund? From building your emergency savings to paying down your debt, here are some other ideas to consider: bit.ly/3TPvUjh

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Thinking about ways to use your tax refund? From building your emergency savings to paying down your debt, here are some other ideas to consider: bit.ly/3TPvUjh

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What are some of your favorite methods for teaching your children healthy money habits? If you're looking for ways to get started, check out this helpful resource: bit.ly/3z3EocX

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What are some of your favorite methods for teaching your children healthy money habits? If you're looking for ways to get started, check out this helpful resource: bit.ly/3z3EocX

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Looking for ways to cut down costs? Consider exploring a different service provider—you could potentially be paying more for the same offerings that cost less somewhere else. Keep an eye out for cancellation fees, before committing to something new.

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Looking for ways to cut down costs? Consider exploring a different service provider—you could potentially be paying more for the same offerings that cost less somewhere else. Keep an eye out for cancellation fees, before committing to something new.

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.

Thrivent financial 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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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