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Insights

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

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How to avoid running out of money in retirement

“Will I outlast my retirement savings?” It’s a common concern, but planning for retirement shouldn’t be a guessing game. Check out these four actionable steps to stretch your money further in retirement. 👇

People preparing for retirement may be wondering if they’ve saved enough. Those nearing or in retirement may be wondering if it will last.

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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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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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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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It takes the contributions of every family member to make a household run. If a stay-at-home spouse gets injured or sick, life and finances can be affected just as much as if a primary income earner’s ability to earn is affected. Disability insurance coverage for a stay-at-home spouse could be right for your family. See thrivent.com/social for important disclosures. #DIAM24

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It takes the contributions of every family member to make a household run. If a stay-at-home spouse gets injured or sick, life and finances can be affected just as much as if a primary income earner’s ability to earn is affected. Disability insurance coverage for a stay-at-home spouse could be right for your family. See thrivent.com/social for important disclosures. #DIAM24

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How to plan for taxes in retirement

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

Tax-efficient...

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Bring your retirement into focus

Whether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇 If you’d like to have a discussion about retirement planning, let’s connect.

Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.

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Investing time and energy into financial self-care can help you feel more empowered about your finances, enable you to manage ups and downs better and take control of emotional decision making. Check out these 8 tips for creating a financial self-care routine: bit.ly/3DlzLNS

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Investing time and energy into financial self-care can help you feel more empowered about your finances, enable you to manage ups and downs better and take control of emotional decision making. Check out these 8 tips for creating a financial self-care routine: bit.ly/3DlzLNS

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How to make financial decisions that reflect your values

Money decisions aren't just about numbers; they're about your heartstrings! 💓 Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰 Learn: 1. Identify your core values through self-reflection. 2. Set SMART goals in line with your values. 3. Seek professional advice for a purpose-driven financial strategy. Read more. 👇

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

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.

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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