Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Some employees bring knowledge, relationships and leadership that are hard to replace. Key person life insurance can help your business prepare for the unexpected. Learn the basics here: https://bit.ly/4eXRvkE Together we can find the right coverage amount to help protect your business.
A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9VLet's chat about all the retirement plan options available to you and find the one that best meets your needs.
Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
"Peace I leave with you; my peace I give you. I do not give to you as the world gives. Do not let your hearts be troubled and do not be afraid." - John 14:27
"I have told you these things, so that in me you may have peace. In this world you will have trouble. But take heart! I have overcome the world." - John 16:33
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.See thrivent.com/social for important disclosures.
Get it all when you become a Thrivent Virtual Financial Advisor:• Stable income to help support your growth and licensure.• Structured development in a hybrid or remote work environment.• A purpose-driven culture and rewarding bonus opportunities.Take the first step on your new career journey: thriventcareers.com/4xKtYMJ
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
"The Lord himself goes before you and will be with you; he will never leave you nor forsake you. Do not be afraid; do not be discouraged." - Deuteronomy 31:8
If you’re struggling to reconcile stock market highs with concerns about the rising cost of living, check out this short clip with Thrivent’s Chief Financial & Investment Officer David Royal: https://bit.ly/3ReRHnO
Thrivent’s recent Market & Economic Update highlighted how major influences like AI, oil and inflation are playing out across the economy. In short: Markets are up, but so is uncertainty—and gains tend to be concentrated. Having a solid long-term financial strategy is usually your best defense. Watch the full update here: https://bit.ly/3T9oifd And feel free to reach out to us if you’d like to discuss ways to hone your current mix.
For months now, one of the big questions has been: Is AI actually improving productivity and profitability? According to Thrivent’s Head of Private Equity Investment Jen Wilson, the answer is yes—but the benefits aren’t always easy to measure. Watch the clip: https://bit.ly/4hjp9UB
"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9
