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News and Insights

This could be the beginning of a new generation of savers. 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.

👉 Let’s talk. No pressure, no obligation—just a genuine conversation about what matters most to you. https://bit.ly/3QBN03j https://bit.ly/4kkIgN0 #FinancialPlanning #ValuesBasedAdvice 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.

Due to the OBBBA, individual tax rates remain at: 10% • 12% • 22% • 24% • 32% • 35% • 37% 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. #TaxPlanning #OBBBA

Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one. Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss. Learn more about this new membership benefit: https://bit.ly/43H43Zn

📖 It’s not always about having more, but working the best with what you have. #FinancialFreedom #Stewardship #GenerosityMatters #MoneyWithPurpose #FaithInFinance For disclosure information, see thrivent.com/social.

Contact us to learn what the new tax law could mean for you! 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.

Thrivent Market & Economic update

Thrivent’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.

As life evolves, so should your financial strategy. We offer personalized advice and annual reviews to help you stay on track through every season. 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 #FinancialLifePlanning #HolisticAdvice #FaithBasedFinance #OnYourSide #ThriventAdvisor

Because when you trust us with your financial life, we take it personally. https://bit.ly/3QBN03j https://bit.ly/4kkIgN0 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. #WhatToExpect #TruePathPlanning #LifePlanning #ClientCentered #FinancialJourney

Disability insurance: What it covers, exceptions & alternatives

Your income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times. Together, we can discuss how adding coverage can fit into your current financial plan.

No pressure. Just partnership. https://bit.ly/3QBN03j https://bit.ly/4kkIgN0 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. #WhatToExpect #FinancialWisdom #TruePathPlanning #PurposefulLiving #FaithInFinance #FinancialConfidence

Let’s build confidence in your future, one step at a time. https://bit.ly/3QBN03j https://bit.ly/4kkIgN0 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. #WhatToExpect #GoalsBasedPlanning #TruePathPlanning #FaithfulFinance #RetirementReady #PlanWithPurpose

Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56 For disclosure information, see thrivent.com/social.

Your life isn’t static—and your plan shouldn’t be either. https://bit.ly/3QBN03j https://bit.ly/4kkIgN0 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. #WhatToExpect #TruePathPlanning #FinancialClarity #LifePlanning #PurposeDriven #FinancialAdvisor

#tipoftheday 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. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Estate planning for blended families

Have you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict. Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️

Waiting pays—if you can afford to. Let’s map it out together. 🗺️ #MoneyTipMonday #SocialSecurityStrategy #FinancialFreedom 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Since 2021, True Path Planning has been helping people navigate life with financial clarity and confidence. 🗓️ https://bit.ly/3QBN03j https://bit.ly/4kkIgN0 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. #TruePathPlanning #PurposeDrivenFinance #LiveGenerously #FinancialGuidance #ThriventPartner

🚚✨ We’ve Moved! New Office, Same Mission. ✨🚚 We’re excited to share that True Path Planning has a new home! While our address has changed, our commitment to helping you navigate life’s financial journey remains as strong as ever. 📍 New Location: 8637 Fredericksburg Road, Suite 153, San Antonio, TX 78240 📅 We’re officially open at our new office starting today! For disclosure information, see thrivent.com/social. We look forward to welcoming you to our new space — where planning for your future feels even more at home.