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Insights

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

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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There are several options for giving wealth beyond the cash in your bank account to amplify your impact and create the change that matters most to you—including giving noncash assets. These range from public or private stock, real estate, life insurance and more. Want to explore options for giving beyond the cash in your bank account? Let’s connect! See thriventcharitable.com/social and thrivent.com/social for important disclosures.

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There are several options for giving wealth beyond the cash in your bank account to amplify your impact and create the change that matters most to you—including giving noncash assets. These range from public or private stock, real estate, life insurance and more. Want to explore options for giving beyond the cash in your bank account? Let’s connect! See thriventcharitable.com/social and thrivent.com/social for important disclosures.

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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

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What you need to know about legacy planning & how to get started

Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓

After years of hard work and dedication, building a legacy you can pass along might be one of your top priorities. With each passing year, you may be thinking...

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Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

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Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

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Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD

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Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD

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What is a deferred annuity & how does it work?

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Income in retirement 👉 Risk-based options 👉 Tax-deferred growth 👉 Optional rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months...

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How to start an emergency fund—the right way

Planning ahead for emergencies can help reduce your stress as they happen. 💡 Here are tips to start an emergency fund.

When Ben Franklin declared that nothing is certain except death and taxes, he probably could have added unplanned expenses to the list. Because where money...

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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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.

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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.

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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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