The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
Here are questions to consider when investing:✔️ What are your financial goals?✔️ How much can you afford to invest?✔️ What is your risk tolerance?✔️ How can you help ensure your portfolio is diversified for long-term growth?Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.See thrivent.com/social for important disclosures.
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shiftWhether 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.
👉 Tip: Don’t forget to check your FSA or HSA by year-end.✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.✅ HSA: Confirm you’ve taken advantage of your HSA.Reach out if you’d like guidance on other year-end financial strategies.See thrivent.com/social for important disclosures.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
Sequence of returns risk: What it means for your retirementThe 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.👇
If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.Get in touch to discuss which strategy may be right for you.See thrivent.com/social for important disclosures.
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
🍂 Fall is a season of reflection and gratitude—the perfect time to lead a Thrivent Action Team. Get inspired, celebrate generosity and share your impact on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 #ThriventActionTeam #Generosity #LiveGenerously
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
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
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
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
September 2025 Market Update: Expectations for lower rates returnEconomic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how we can help you reach your retirement goals.See thrivent.com/social for important disclosures.
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.See thrivent.com/social for important disclosures.
