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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Thrivent’s recent Market & Economic Update highlighted how major influences like AI, oil and inflation are playing out across the economy. In short: Markets are up, but so is uncertainty—and gains tend to be concentrated. Having a solid long-term financial strategy is usually your best defense. Watch the full update here: https://bit.ly/3T9oifd And feel free to reach out to us if you’d like to discuss ways to hone your current mix.

August 2026 Market Update: Strong economy, higher yields

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

There's still space available at our online August 20th workshop on the Five Phases of an IRA. Learn how the 5 phases of an IRA relate to stages of your retirement. Register today: https://bit.ly/iraquadrant No products will be sold. 27764-13M N1-24

Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN

Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of your wealth. Join us to learn more at our online workshop, the Five Phases of an IRA, Thursday, August 20 from 6:00pm- 7:00pm CT. Sign up today: https://bit.ly/iraquadrant No products will be sold. 27764-13M N1-24

Steady growth, stubborn inflation: Q3 2026 market outlook

Economic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️

June 2026 Market Update: Stocks and inflation keep rising

Markets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️

The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.

Grief changes everything, and the to-do list doesn’t stop. Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss: ✅ Funeral planning ✅ Estate & account support ✅ Grief resources Members can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛 Learn more: thrivent.com/empathy

Working tax efficiency into your financial strategy

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️

Investing & taxes: Understanding tax on dividends, interest & capital gains

Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️

When it comes to taxes and your retirement, a little knowledge can go a long way—and maybe even help you save more of your hard-earned money. Register today for the Savvy Tax Strategies workshop on June 16th at 6:00pm CT to learn how to create an efficient retirement tax strategy: https://bit.ly/QuadrantTaxes No products will be sold. 27764-11M R6-22

As a parent, you already know the values you want to instill in your kids. But figuring out how to teach them isn’t always easy, especially when it comes to money. The good news? Raising money-smart kids doesn’t require a lesson plan—just simple, everyday moments. Small habits practiced together can build financial discipline that grows with them. 🙌 These five are a great place to start. ⬆️

Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. Cut through the jargon at our Savvy Tax Strategies workshop on June 16th at 6:00pm CT to help you create an efficient retirement tax strategy and avoid common—and costly—mistakes regarding your investments, health care and estate. Register today: https://bit.ly/QuadrantTaxes No products will be sold. 27764-11M R6-22

The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! we highly recommend taking advantage of this easy way to give back. Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit. See thrivent.com/social for important disclosures.

Financial literacy for teens: 6 lessons about money management

One of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️

You’ll want to understand the difference between grants, work-study and loans. Same goes for how funds are disbursed and what must be accepted or declined. As a rule of thumb, accept only what you need. Let Us know if you'd like a quick explanation before responding. See thrivent.com/social for important disclosures.