Insights

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We’re so excited to feature Lakes Center for Youth and Families at our upcoming Sip, Serve, Support event! Lakes Center does incredible work in our community, stepping in with hands-on guidance, care and connection for local youth and their families – especially when it comes to staying engaged in school. Check out the video below to see their impact in action! Representatives from Lakes Center will be hanging out with us at the event, so stop by, say hello, and see how you can get involved. https://youtu.be/gx7JJtUJr9g?si=JB37NXKsbuZcrIph #Thrivent #SipServeSupport #LiveGenerously #ServingOthers #CommunityImpact #EmpoweringYouth #SupportingFamilies #GivingBack #StrongerTogether #ForestLakeMN
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Something exciting is on the horizon. We're preparing our first-ever Thrivent Community event, bringing people together to support a great local cause. More details coming soon!
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We were honored to sponsor the Brave Like Gabe 5K in Saint Paul, celebrating Gabe's birthday while supporting the fight against cancer through research and awareness. One of the most meaningful parts of the day was seeing so many runners stop by our table to write heartfelt birthday cards and encouraging notes to children currently undergoing cancer treatment. Their kindness was truly inspiring. It was a privilege to be part of such a powerful event, but the highlight for me was a conversation with Gabe's mom. Her strength, perspective, and unwavering commitment to helping others left me speechless. Some stories remind us what courage really looks like—this was one of them. Grateful to have been a small part of such an incredible day. ❤️ #BraveLikeGabe #CancerResearch #Community #Gratitude
June 2026 Market Update: Stocks and inflation keep rising
June 2026 Market Update: Stocks and inflation keep risingMarkets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️
How to start investing with little money
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
Working tax efficiency into your financial strategy
Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
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We had a fantastic time at the Forest Lake Chamber of Commerce Lakes Area Expo! With spring in the air and golf balls finding their mark, it was a great day connecting with the community. Congratulations to our drawing winners who took home a pro‑level golf basket and a Topgolf experience—we couldn’t be happier for them!
Are your retirement savings on track?
Are your retirement savings on track?Schedule a check-in before April 1 to explore options to strengthen your savings and make the most of your retirement years.
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Goals often seem straightforward—set them and work toward them. Then life happens. As circumstances change, we’re forced to adjust, pivot, and refocus. I’m grateful for the people who help keep me grounded and moving forward, even on the days when motivation is hard to find. I strive to bring that same mindset into my work each day—supporting others as they pursue what matters most to them. It’s a privilege to walk alongside them and help turn goals into reality.
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There were quite a few of us at the Business Development Conference. The focus was clearly on how to best serve our clients and communities. I'm in there somewhere, diligently taking notes. #BDC26
Make a difference with your money | Thrivent
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Finances + Generosity | Thrivent
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.
6 year-end financial tasks
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.
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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.
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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.
Pros & cons of paying off your mortgage before you retire
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.
Retirement savings by age: How much should you have?
Retirement savings by age: How much should you have?Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.