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Insights

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

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Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and...

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TCJA set to expire: Tax moves to consider if you're nearing or in retirement

With tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing...

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2nd Quarter 2024 Market Outlook: Staying the course

Hear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.

In the current soft economic landing scenario, for our second quarter outlook, we recommend staying the course with investments in both stocks and bonds.

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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Working tax efficiency into your financial strategy

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️ 1. Investment 2. Time 3. Income tax

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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Thrivent Market & Economic update

As we move into 2024. Inflation is slowing yet prices remain high. Rate cuts are anticipated, but when? Investing opportunities exist, but where? Check out Thrivent’s March Market & Economic Update to hear our investment leaders’ perspectives. Watch the full recording or just the highlights. 👇

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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Thrivent Market & Economic update

Need help making sense of the market? Watch a recap of Thrivent’s March Market and Economic Update for key insights on the latest trends.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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With benefit enrollment season near, now is a good time to reassess your health care needs for the upcoming year. Choosing the right benefits can help you cover planned and unexpected health expenses.

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With benefit enrollment season near, now is a good time to reassess your health care needs for the upcoming year. Choosing the right benefits can help you cover planned and unexpected health expenses.

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How does the Social Security cost of living adjustment work?

You may have heard that the Social Security Administration has announced an 8.7% cost of living adjustment (COLA) for 2023. Here’s a little more on what that means.

With prices rising at the fastest pace in decades, many households have been feeling a new level of financial strain. Even in more typical years, though...

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The risk of avoiding risk

It might make you feel safer to sit on your cash during times of volatility, but it may be losing value every day due to the impact of inflation. Let’s connect today and discuss strategies.

Investing has many risks, but just as much of a risk could be doing nothing at all....

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

Thrivent financial 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.

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.

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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.

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