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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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👉 Tip: Your withdrawal strategy matters. A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals. If you’d like help creating a strategy to maximize your retirement savings, let’s connect. See thrivent.com/social for important disclosures.

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👉 Tip: Your withdrawal strategy matters. A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals. If you’d like help creating a strategy to maximize your retirement savings, let’s connect. See thrivent.com/social for important disclosures.

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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.

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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.

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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

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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

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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.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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Life insurance may be an important resource for your small business. It can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. Learn more about how life insurance can help protect your small business: https://bit.ly/4ds6lgB

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Life insurance may be an important resource for your small business. It can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. Learn more about how life insurance can help protect your small business: https://bit.ly/4ds6lgB

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals. See thrivent.com/social for important disclosures.

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🌟 Join the Thrivent Watertown office tonight for Market, Music & Mingle at the Bentzin Family Town Square! 🌟 September 25th, 2025 from 5-8pm. We will be collecting winter gear donations (hats, scarves, mittens, warm clothes), cash or gift cards for the Jefferson and Dodge County Chapter of Safe Families for Children. Each adult who brings a donation will receive a $10 coupon to use at one of the food trucks on the night of the event!* A representative from Safe Families for Children will be present to collect your gift. *One coupon per donating adult, 18 years and older, while supplies last. No change will be given. Coupons good on September 25th, 2025 only. There is no need to RSVP. No products will be sold. For more information, visit Thrivent.com/social.

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🌟 Join the Thrivent Watertown office tonight for Market, Music & Mingle at the Bentzin Family Town Square! 🌟 September 25th, 2025 from 5-8pm. We will be collecting winter gear donations (hats, scarves, mittens, warm clothes), cash or gift cards for the Jefferson and Dodge County Chapter of Safe Families for Children. Each adult who brings a donation will receive a $10 coupon to use at one of the food trucks on the night of the event!* A representative from Safe Families for Children will be present to collect your gift. *One coupon per donating adult, 18 years and older, while supplies last. No change will be given. Coupons good on September 25th, 2025 only. There is no need to RSVP. No products will be sold. For more information, visit Thrivent.com/social.

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Can you check off any of these boxes? ✅ Loved ones depend on you for income ✅ Don’t want to pass large debts onto others ✅ Want to leave a legacy If you checked any of the boxes, you should consider how life insurance can help you protect what’s most important to you: https://bit.ly/47eNLJh

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Can you check off any of these boxes? ✅ Loved ones depend on you for income ✅ Don’t want to pass large debts onto others ✅ Want to leave a legacy If you checked any of the boxes, you should consider how life insurance can help you protect what’s most important to you: https://bit.ly/47eNLJh

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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.

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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.

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4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

For fourth quarter, Thrivent Asset Management experts are closely watching labor data, inflation and actions by the Fed.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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