News and Insights
Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines.
📞 Ready to talk through it? We're here to help.
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#YearEndPlanning #TaxStrategies #SmartMoneyMoves
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day.
Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year.
✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving
Start early. Stress less. Finish strong.
#FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy.
#InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters
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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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63.
🎯 Pro tip: Try to at least meet your employer’s match.
📆 Remember: Contributions must be deducted from your paycheck by Dec. 31.
Let’s talk strategy — and make every dollar count.
#RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The market shifts, and so does life. A year-end portfolio review ensures your investments still align with your goals.
🎯 Bonus: A little prep now = less stress in April.
Let’s tidy up your finances and start 2026 with clarity.
#PortfolioReview #FinancialGoals #YearEndPlanning #TaxPrep #MoneyMindset #InvestSmart
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
Time to connect with an experienced professional.
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For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family
Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity.
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Bring your kids or grandkids into the conversation. Let them help choose causes, visit nonprofits, or even donate part of their allowance.
Legacy isn’t just what you leave behind—it’s what you live out.
#LegacyOfLove #GenerosityInAction #FaithAndFinance #NextGenGivers
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💬 Want your finances to reflect what matters most? Let’s talk.
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#FaithInFinance #ThriventAdvisors #KingdomMindedMoney
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Because your financial strategy should grow with you.
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For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #PersonalizedPlanning #FinancialClarity #FlexibleFinance #YourPlanYourLife
Connect with our team to learn about your options.
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For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The ratings are based on Thrivent’s financial strength and claims-paying ability. They do not apply to investment product performance. The ratings also refer only to the overall financial status of the company and is not a recommendation of the specific policy provisions, rates or practices of the insurance company.
Planning ahead can preserve dignity and reduce stress. 💙
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Life can bring uncertainty—especially about money. Many feel overwhelmed and unsure where to start.
No matter where you’re starting from, you can move forward with confidence. Let's connect.
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For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
If you answered “no” or “I’m not sure” to any of these… it’s time for a review. 🛡️❤️
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family
Let’s work on building resilience into your portfolio.
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#RetirementPlanning #RiskMitigation #InvestSmart
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Let’s collaborate to:
🔍 Understand where you are
🧠 Strategize smart next steps
✅ Implement actionable solutions
♻️ Adapt as life changes
📅 Ready to start? Let’s build your plan, together.
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For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#ChristianFinancialAdvisor #Stewardship #FinancialGuidance #LiveWithPurpose #Thrivent
#FinancialPlanning #Thrivent #FaithDrivenFinance #MoneyGoals
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