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.
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.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
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.
Help Keep Teens Warm This Winter!
❄️ Share the Warmth, Spread the Love! ❤️
As the temperatures drop, many teens in our community need warm winter coats. You can make a big difference by donating gently used or new coats.
✅ Sizes Needed: Teen and Young Adult sizes
✅ Condition: Clean and in good shape
✅ Drop-Off Locations:
📍 Newberry County Sheriff's Office 550 Wilson Rd. Newberry, SC 29108
📍 Newberry County Courthouse Annex 1400 Martin St. Newberry, SC 29108
📍 Canopy Financial Group – Thrivent 1108 Harrington St. Newberry, SC 29108
📍 Hamm Ace Hardware 309 South Main St. Prosperity, SC 29127
📍 Little Mountain Unlimited Antique Mall 1528 Main St. Little Mountain, SC 29075
✅ Deadline: December 10, 2025
Your generosity will help ensure no teen faces the cold without a warm coat. Let’s come together and spread warmth this season!
Contact for Details:
📧 travis.goodman@thrivent.com
📞 803-590-0857
Thank you for caring and sharing! 🙌
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.
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Build a future that aligns with your goals at Thrivent.
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Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
Wishing you could make a difference? Maybe it’s time to make a change.
At Thrivent, you’ll have the opportunity to connect with clients and deliver purpose-based financial guidance that truly impacts lives. Successful Thrivent financial advisors have come from a variety of career backgrounds, including sales, business management, education and other fields. No matter your prior experience, we’ll equip you with the training, support and compensation to help you thrive.
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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.
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
Grow your career with purpose as a financial advisor.
At Thrivent, you’ll do meaningful work with unlimited potential. We’ll provide the tools, training and support you need to help others achieve their financial milestones—all while reaching your own personal and professional goals.
Find out more: thriventcareers.com/41FsIMq
What if your next career move helped others move forward too?
As a Thrivent financial advisor, you’ll work with more than just numbers—you’ll help people live with clarity and confidence.
Whether you want to build your own business, work as part of a team or serve clients virtually, we’ll support you with the tools, training and guidance to grow a meaningful career. You don’t need prior experience as a financial advisor—just a passion for service and the drive to grow.
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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
