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Finances + Generosity | Thrivent
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
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We’re planning our events calendar for the year—and we’d love your input. What kinds of events would you like to see from us? • Workshops or talks on specific financial topics • Client appreciation events you’d enjoy attending with family and friends • Charitable or community initiatives you’d like us to help support Your feedback helps us create meaningful experiences that truly serve you and our community. Share your ideas in the comments or send us a message—we’re all ears!
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Saving for retirement? Here’s something to consider: different accounts come with different tax implications. By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI). Get in touch to discuss the right approach for your unique situation. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
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At Thrivent, we know there’s no one-size-fits-all path to success as a financial advisor. Whether you want to grow your own practice, contribute within a team or launch your career as a Virtual Advisor, there’s a place and a path for you here. Start your journey ➡️ thriventcareers.com/44X6aZ7
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If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn
Christmas and debt: 6 tips to quickly pay down holiday debt
Christmas and debt: 6 tips to quickly pay down holiday debtHoliday debt got you down?  ➡️ Shift your new year's focus to finding your way out of it.
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Wishing you and your loved ones a blessed 2026! 🙌🥂
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As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career. If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding. Explore our career paths: thriventcareers.com/4pP2CA6
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As we reflect on this joyful season, we want to take a moment to thank all of our wonderful clients for trusting us with your financial journeys. 🙏 Your trust means the world to us, and we are honored to serve you and your families. This year, we’ve seen how the true spirit of Christmas – love, giving, and community – can light up even the most challenging of times. We are so grateful to walk alongside you , and we’re excited for what the future holds. May this Christmas season bring you peace, joy, and blessings, and may the new year bring new opportunities and continued success. ✨🌟 "Glory to God in the highest, and on earth peace, good will toward men." – Luke 2:14 Wishing you a Merry Christmas and a prosperous New Year! 🎁🎉 #MerryChristmas #Blessed #Grateful #FinancialJourney #PeaceAndJoy
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For seasoned sales and financial professionals ready for a new chapter, Thrivent offers a place where your experience becomes the foundation for bigger possibilities. Whether you’re building a team or advancing as a financial advisor, you’ll have the tools and support to grow in a meaningful career. Take the next step in your career journey: thriventcareers.com/3MaLxlM
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The Winter edition of our Legacy Capital Associates newsletter is here! ❄️ Team updates, helpful reminders, and special family recipes included. Wishing you a happy holiday season and a blessed New Year. https://www.thrivent.com/literature/legacycapitalassociatesnewsletter.pdf
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We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day. Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP
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In the rush of the holiday season, it’s easy to forget how blessed we truly are. Today is Giving Tuesday—a perfect opportunity to support those who are less fortunate. Remember, our team is here for you all year long to assist with your Qualified Charitable Distributions. Contact our office anytime, and we’ll be happy to help.
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I Have Cancer… But I’m Very Thankful After feeling run down for several weeks, I called my cardiologist’s office on Thursday, September 25th, with an elevated heart rate. They advised me to go to the emergency room immediately. To make a long story short, 12 hours later, I was tentatively diagnosed with lymphoma, a type of blood cancer. It wasn’t until the following Wednesday, after a biopsy, that I received a more specific diagnosis: follicular lymphoma. Prayers were already being answered. If I had to have cancer, follicular lymphoma is the best kind to have. With the right treatment—six rounds of chemotherapy in my case—the prognosis is excellent, with the likelihood of remission and living a normal life. Why Am I Thankful? I’m incredibly grateful for my support system, starting with my wife and family. Claudia, my wife of 45 years, has been the center of my care—my rock and my subject matter expert. Together, we’re facing this challenge head-on. Of course, all my kids came home immediately (even though they were told not to) because they wanted to be reassured that we would get through this together. I’m also thankful for my skilled medical team from Princeton Medical Group and Sloan Kettering, who are taking the right approach to develop a custom treatment plan for me. I’m grateful to be living in a time when effective therapies are available for this disease. Just 50 years ago, the best outcome anyone could hope for was 8-10 years, and that often involved intense radiation treatment. I’m also thankful for the strong team I’ve built at Thrivent and Legacy Capital Associates over the past several years. Thanks to them, my practice continues to run smoothly despite my unplanned absence. It’s important to me that all of my members are being well taken care of during this time. Finally, I’m deeply thankful for the many prayers that have been lifted up for me. I believe those prayers are already being answered. We are very confident that the most likely outcome of my treatment will be remission and, with it, a full and abundant life. As a result, I’m looking forward to my son’s wedding, the graduations of both of my sons from college next year and watching my granddaughter grow up. I also look forward to returning next month to continue serving my members. Happy Thanksgiving and may God bless you and your family.
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Ready for a new chapter in your career? If you’ve been successful connecting with people, earning trust and delivering results, you may be a great fit for our team. As a Thrivent financial advisor, you’ll have the opportunity to: ✔️ Help clients gain financial clarity and confidence ✔️ Grow with rewarding pay and ongoing support ✔️ Shape a career where your skills create lasting impact Learn more about our financial advisor paths: thriventcareers.com/4oDKg4q
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While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
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Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you: https://bit.ly/4o8K5hU
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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.
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We believe that being a financial advisor isn’t just about growing wealth. It’s about helping others create lives filled with purpose and generosity—and creating that life for yourself, too. As a Thrivent financial advisor, you’ll benefit from: 🌟 A supportive, values-driven culture 🌟 Attractive pay and benefits 🌟 Opportunities to advance your career Whether you’re an experienced financial advisor or transitioning into the field, you’ll have the tools, independence and support you need to succeed. Learn more: thriventcareers.com/4qAM53Y
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At Thrivent, there’s no one-size-fits-all path to success as a financial advisor. Whether you’re drawn to the freedom of building your own practice, the collaboration of working on a team, or the flexibility of serving clients virtually, you’ll do work that matters while building a career that’s truly your own. Each career path offers training, support and the freedom to grow on your terms. ➡️ Explore all paths: thriventcareers.com/4nvkkrJ