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Insights

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

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What this means for you (and how we can help): • We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense. • We should focus on deduction‐planning now—especially for those items that could go away or change. • You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static. • We help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

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What this means for you (and how we can help): • We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense. • We should focus on deduction‐planning now—especially for those items that could go away or change. • You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static. • We help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

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6 year-end financial tasks

The 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.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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November 2025 Market Update: Less data, lower rates, strong stocks

October closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.

Recent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.

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Preparation helps build confidence. #WiseStewardship #FaithAndFinance #FinancialGoals For disclosure information, see thrivent.com/social.

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Preparation helps build confidence. #WiseStewardship #FaithAndFinance #FinancialGoals For disclosure information, see thrivent.com/social.

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The right asset allocation helps manage risk and support your long-term goals. Smart asset location can help reduce taxes and make your overall strategy more efficient — letting you keep more of what you earn. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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. For additional disclosure, see thrivent.com/social

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The right asset allocation helps manage risk and support your long-term goals. Smart asset location can help reduce taxes and make your overall strategy more efficient — letting you keep more of what you earn. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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. For additional disclosure, see thrivent.com/social

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At Thrivent, our mission is clear: 👉 Help Christians be wise with money so they can live generously. No matter where you’re starting from, we’ll walk with you—step by step—toward your goals. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. #FaithAndFinance #WiseWithMoney #TaxEfficientPlanning #RetirementGoals #ChristianFinance #FinancialGuidanceWithPurpose

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At Thrivent, our mission is clear: 👉 Help Christians be wise with money so they can live generously. No matter where you’re starting from, we’ll walk with you—step by step—toward your goals. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. #FaithAndFinance #WiseWithMoney #TaxEfficientPlanning #RetirementGoals #ChristianFinance #FinancialGuidanceWithPurpose

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Sequence of returns risk: What it means for your retirement

The 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.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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I’m proud to continue helping individuals and families align their finances with their faith and values. At Thrivent, we believe money is a tool—not a goal—and I’m honored to walk alongside clients as they plan for a life full of meaning and generosity. 📞 571-970-0454 💬 Let’s talk about your goals and dreams! #FaithAndFinance #Thrivent #AlexandriaVA #PurposeBasedPlanning #FinancialGuidance For disclosure information, see thrivent.com/social.

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I’m proud to continue helping individuals and families align their finances with their faith and values. At Thrivent, we believe money is a tool—not a goal—and I’m honored to walk alongside clients as they plan for a life full of meaning and generosity. 📞 571-970-0454 💬 Let’s talk about your goals and dreams! #FaithAndFinance #Thrivent #AlexandriaVA #PurposeBasedPlanning #FinancialGuidance For disclosure information, see thrivent.com/social.

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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

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Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

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In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals For more information visit 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.

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In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals For more information visit 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.

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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