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.
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.
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
It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
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.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
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
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy
Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more.
Watch the conversation: https://bit.ly/3Jemn4t
The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.
Here’s how to approach these conversations with empathy and clarity. ⬇️
see thrivent.com/social for important disclosures.
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
As the year starts to wrap up, check in with your career goals! 💼
If you’re looking to make a change, consider the Thrivent financial advisor career, which offers unlimited earning potential, industry leading benefits and support to help you thrive: thriventcareers.com/3C6gSB5
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Is your goal to grow, serve others and lead with purpose? Join us in a career where you can thrive.
As a Thrivent financial advisor, you’ll benefit from:
✔️ A supportive culture rooted in values and community
✔️ Attractive income potential
✔️ Ongoing training and development
✔️ Flexible career paths tailored to your goals
✔️ Work that makes a lasting impact
Start your journey 👉 thriventcareers.com/4nUFcbC
Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings.
Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB
Life insurance | ThriventWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
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!
Wealth transfer strategies: How to leave assets to your loved onesPassing 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.
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
