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News and Insights

It’s a big number. But starting to save for college early can make it more manageable. And there are college savings plan options available to you. Each offers certain advantages as well as potential tax and financial aid implications. Discover your options here: https://bit.ly/3zeBMwP

Have you thought about business succession planning? What happens when you retire? Here are some things to consider when planning for the future: https://bit.ly/3YiOC6S

Business startup costs: 10 basics to plan for

Are you thinking of starting your own business? Check out 10 start up costs that you’ll want to consider for your newest venture.

Have you ordered your 2025 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting on life and their everyday blessings. Order yours today: https://bit.ly/4eBsNVe

Solo 401(k): Definition, rules & taxes

Being your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️

There are several college savings plan options available to you. Each offers certain advantages as well as potential tax and financial aid implications. Discover your options here: https://bit.ly/4etFAt2

4th Quarter 2024 Market Outlook: Coming out of the turn

Learn why Thrivent Asset Management leadership considers the risk of a recession unlikely in the 4th Quarter Market Outlook.

Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO

3rd Quarter 2024 Market Review: Monetary policy turns

Read Thrivent's quarterly market review, covering third quarter's rocky start with rising volatility, and July’s employment data that shocked markets, casting doubt on a soft landing.

Our financial advisors are invested in their community's success and have a heart for helping others. Does that sound like you? No prior financial experience needed. Explore this opportunity today: thriventcareers.com/4efmx5Q

You’ve been working hard to prepare for retirement. Now, let's help make sure you're protected from market and economic uncertainty. Together, we can review your current strategy and make any adjustments to help you stay on track. See thrivent.com/social for important disclosures.

Navigating open enrollment: 5 ways to make the best choices for your family

With open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.

Make the most out of your empty nest

It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.

Balancing today’s priorities with tomorrow’s goals

Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️

How do taxes on Social Security work?

Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.

Want to see beautiful photography on your wall all year long? Order your 2025 Thrivent calendar featuring the theme “Everyday blessings”: https://bit.ly/4eBsNVe

Preparing for the what-ifs in life

Wondering 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.

Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social

Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.

There are upsides to having an estate plan in place. Here are reasons why an estate plan could be right for you. Please note there are costs associated with creating and setting up an estate plan. See thrivent.com/social for important disclosures.