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News and Insights

There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

While a bigger down payment can help you avoid private mortgage insurance (PMI) and significantly reduce your borrowing costs, coming up with 20% down is challenging for many first-time buyers—particularly in today’s housing market. If you’re ready to buy your first home, there are several ways to achieve this goal with little or no money down. Learn more about your options: https://bit.ly/4ezqnrC

Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together. If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet. See thrivent.com/social for important disclosures.

Supplemental disability insurance: What it is and when you need it

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

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.

Check out our Summer/Spring Newsletter! https://www.thrivent.com/literature/redwood-newsletter.pdf

Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity: 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation. 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime. Together, we can discuss how an annuity may fit in your overall financial plan. See thrivent.com/social for important disclosures.

Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?

Help us in supporting Choices Pregnancy "Baby Bottle" Kickoff - Online Fundraiser. Thrivent will match $1 for every $2 donated up to $3000. Help us support this organization and the people they are able to serve. https://thrivent.cotribute.co/events/1134140/detail

National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all! Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent! To learn more or submit nominations: https://bit.ly/4jzZuF7

How to handle market volatility

Whatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.

Does your retirement plan need a boost? If you’re between 60 and 63, the SECURE Act 2.0 allows you to increase your catch-up contributions to your 401(k), 403(b) or governmental 457(b) accounts. Contact us to learn how to take advantage of enhanced catch-up limits. Post text: 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. www.Thrivent.com/Redwood

A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q Let’s connect if you’d like to take the next step.

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

Thrivent Charitable celebrates 2024 Voices in Philanthropy

A special shout out to Nancy as she receives the 2024 Voices in Philanthropy recognition from Thrivent Charitable. Thank you to our clients who live out their values by creating the change in their communities and the world that matters most to them. Join us in reading the full news article, announcing this year’s honorees: thriventcharitable.com/2024-VIPs. For important disclosures see thriventcharitable.com/social

Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅 Work towards the retirement lifestyle you want to have by saving more now. See thrivent.com/social for important disclosures.