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Insights

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

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Download a complimentary copy of Thrivent's digital Will & Estate Planning Guide today. This workbook-style guide walks you through the 4 essential tools of estate planning. Complete this guide and let's connect to discuss your overall financial plan. Get started today and give your loved ones the gift of estate planning 🎁: https://bit.ly/460TTjT See thrivent.com/social for important disclosures.

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Download a complimentary copy of Thrivent's digital Will & Estate Planning Guide today. This workbook-style guide walks you through the 4 essential tools of estate planning. Complete this guide and let's connect to discuss your overall financial plan. Get started today and give your loved ones the gift of estate planning 🎁: https://bit.ly/460TTjT See thrivent.com/social for important disclosures.

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

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Wealth transfer strategies: How to leave assets to your loved ones

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create a lasting legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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Top money-saving tips for a budget-friendly holiday

If you tend to spend more than you can afford on holiday gifts and events, here are a few tips to help you survive the holidays without running up credit card...

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An act of love: Tips for aging parents

Helping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇

The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...

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How do required minimum distributions work?

Did you know that for some retirement accounts, you must start withdrawing money by a certain age? Learn more about required minimum distributions (RMDs) today. 👇

After decades of being told to save for retirement in tax-deferred 401(k), 403(b) plans and IRAs—and not to touch that money—it may seem odd being forced to...

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Our View: Fourth quarter 2023 outlook

Read now for Thrivent Asset Management's view on some key factors influencing the economy and markets in the coming months for the fourth quarter of 2023.

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Protecting yourself from identity theft

Identity theft occurs when someone steals another person’s personal information. And it’s the nature of this type of crime to usually happen when you least...

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Dr. Emily, a family practice physician, is working with her financial advisor to set herself up for continued success later in life. Are you setting goals on one income? Keep these four tips in mind: https://bit.ly/46r4ju2 See thrivent.com/social for disclosures.

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Dr. Emily, a family practice physician, is working with her financial advisor to set herself up for continued success later in life. Are you setting goals on one income? Keep these four tips in mind: https://bit.ly/46r4ju2 See thrivent.com/social for disclosures.

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