Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices.
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
November 2025 Market Update: Less data, lower rates, strong stocks
October closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
As we close out another remarkable year, we pause to reflect on the abundant
blessings God has poured out over us. From meaningful partnerships to personal
milestones, 2025 has been a year of impact, connection and gratitude.
Click here to read more! https://www.thrivent.com/literature/redwood-newsletter.pdf
While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual.
As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect.
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.
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
Wealth transfer strategies: How to leave assets to your loved ones
Passing 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.
Starting in 2026, small businesses with five or more employees will be required to enroll in the state’s Secure Choice Retirement Program—unless you already have one in place.
Not sure what this means for your business? We’re here to help you understand your options and prepare with confidence.
Contact me today to explore your options.
See thrivent.com/social for important disclosures.
Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!
Just as life insurance provides for your loved ones upon your death, it can support your favorite causes in a similar way. There are a variety of ways to give life insurance and each has its own advantages.
Let's discuss how you can make your gift based on your unique goals and priorities.
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
If you’ve got five or more employees and don’t currently offer a retirement plan, you’ll be required to participate in the new Secure Choice Retirement Program by 2026. We’re helping business owners across the state get ahead of this
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.
Starting January 2026, employers with five or more employees will be required to facilitate retirement savings through the Minnesota Secure Choice Retirement Program—unless you already offer a retirement plan.
• Contributions will come directly from employees’ paychecks
• Employer contributions aren’t allowed
• Proposed initial rate: 5%, increasing 1% per year (max 8%)
Contact me today to explore your options.
See thrivent.com/social for important disclosures.
Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values.
See thrivent.com/social for important disclosures.
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss.
See thrivent.com/social for important disclosures.