When you’re juggling big priorities—saving for a home, paying down debt or supporting a growing family—investing is easy to push to the bottom of the list.
But here’s why it deserves your attention. 👇
Even small, steady contributions can grow meaningfully over time thanks to compound growth. The earlier you begin and the more consistent you are, the greater your long-term potential.
Learn more: https://bit.ly/4aS7iRG
Choice Dollars may be directed through multiple channels:
• Online by visiting Thrivent.com/thriventchoice. Click on “log in” at the top right of your screen and enter your MyThrivent user ID and password.
• Call 800-847-4836 and when prompted, say “Thrivent Choice.”
For disclosure information, see thrivent.com/social
Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz
You’re in control of how much you contribute (within IRS limits), how your money is invested, and where the account is held. Plus, because IRAs aren’t tied to an employer, they move with you throughout your career—making them a powerful tool for long-term retirement planning.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#IRAPlanning #RetirementSavings #FinancialFlexibility #InvestForTheFuture #MoneyManagement #FinancialConfidence
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for this stage of life.
➡️ Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon and your risk tolerance. Together, they can reveal whether your current allocation still supports what you need in the years ahead.
If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy together and build a financial plan that supports you now—and throughout retirement.
See thrivent.com/social for important disclosures.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
#FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning
For disclosure information, see thrivent.com/social.
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Don't strategize this importance piece of your plan alone. I'm here to help!
(571) 970-0454
For disclosure information, see thrivent.com/social.
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.
Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
Yesterday I was sitting at a red light when an accident came across the intersection and into me. Two other drivers were taken to the hospital, and I was able to walk away. 😵💫
It was a powerful reminder of how quickly life can change—and how much there is to be grateful for. Hug your people a little tighter, say the prayers, and never take a single day for granted.
Here’s to stepping into the new year with gratitude, perspective, and a whole lot of grace. ✨
#ImReallyThankful #NewYearPerspective #GratefulHeart #LifeIsPrecious #CountYourBlessings #WalkedAway #ThankfulToday #FreshStart #FaithOverFear #Perspective #NewYearGratitude
For disclosure information, see thrivent.com/social.
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
With over 15 years at Thrivent and more than 22 years in financial services, I bring experience, perspective, and a collaborative approach to every client relationship.
I also work closely with professional partners when needed to provide individualized, purpose-based solutions—because no two financial situations are the same.
Let’s build a plan designed specifically for you. 📞 571-970-0454
#ExperiencedAdvisor #Guidance #FinancialExperience #PersonalizedPlanning #AlexandriaVA #NorthernVA
For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
Working with a financial professional is about more than investments—it’s about building a clear, intentional plan.
Your goals matter—and your plan should evolve with you.
#FinancialWellBeing #HolisticPlanning #InsurancePlanning #LongTermPlanning #FinancialClarity
For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Looking for a role with impact and growth? Join Thrivent’s Virtual Advice team.
As a Virtual Advisor, you’ll grow your skills and build confidence by supporting clients across the US. You’ll work with them virtually, helping them refine their financial strategies and pursue long-term goals. And you won’t do it alone—you’ll have the support of a collaborative team, modern tools and a proven process that sets you up for success.
Explore our openings: thriventcareers.com/4q9g2HH
