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.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
Teaching kids the value of spending wisely and living within their means is a life skill that pays off. Guide them in teaching about budgets, prioritizing needs over wants and making thoughtful money choices.
Financial literacy for teens: 6 lessons about money managementOne of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.
Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
What is the best way to save for retirement?Even if retirement seems far off, it’s important to plan ahead. By understanding the sources of your future retirement income, you can see where you stand and work to fill gaps. Let's connect and review your retirement plan together.
Preparing for the what-ifs in lifeWondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
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.
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. ⬇️
September 2025 Market Update: Expectations for lower rates returnEconomic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
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
Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
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.
Thrivent Market & Economic updateThrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.
