While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
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.
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.
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.
November 2025 Market Update: Less data, lower rates, strong stocksOctober 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.
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
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.
Had a great opportunity last night to present at Chatham Hills Country Club about how Thrivent Charitable helps Thrivent and our clients to give generously.
Thanks to Molly Pettijean from Thrivent Charitable and our Mid-America Board Member Joel Tragesser for organizing the night!
See Thrivent.com/social for important disclosure information
The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.
Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.
Learn more about your options: https://bit.ly/3VZ6FNl
How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇
I'm a little late posting, but I recently got to celebrate being part of the leadership team of the #1 Advisor Group at Thrivent in 2024! And I got this cool bobble head to celebrate.
If you want to be part of something great, please reach out! We are adding to our office in Indy. I would love to talk to you about a potentially fruitful career at Thrivent.
Skip the money trends. Be the person who:
✅ Helps people break unhealthy money habits
✅ Builds real connections by making a difference
✅ Finds meaning in everyday work
✅ Thrives—personally and financially
Grow a career helping people build their financial confidence. Do work that matters as a Thrivent financial advisor: thriventcareers.com/45B9FFg
Pros & cons of paying off your mortgage before you retireIf you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire?
While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
We’re actively hiring financial advisors to meet the growing demand for financial advice. What’s in it for you? Paid training, dedicated onboarding support, a career with attractive income potential and growth opportunities.
Explore the stability of the financial advisor career today: thriventcareers.com/4lHH9bd
Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
Only ONE WEEK to sign up for my first women's event and Urban Vines. Thursday February 27 at 6:30 pm. Make sure to register here:
https://connect.thrivent.com/steve-wallen/events
No products will be sold.
Only ONE WEEK to sign up for my first women's event and Urban Vines. Thursday February 27 at 6:30 pm. Make sure to register here:
https://connect.thrivent.com/steve-wallen/events
Snowball method - Pay off smallest debt first. Quick wins, big motivation.
Avalanche method - Pay off highest-interest debt first. Save more long-term.
Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.
