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News and Insights

Thrivent Boasts Three Finalists at 2026 InvestmentNews Awards

Honored and excited to be recognized as a finalist for Investment News Regional Advisor of the Year (Southwest). This recognition belongs to everyone on my incredible team who works so hard to serve our clients. I look forward to sharing the honor with the other outstanding financial advisor finalists in June. Read the full announcement: https://newsroom.thrivent.com/2026-04-14-Thrivent-Boasts-Three-Finalists-at-2026-InvestmentNews-Awards #INAwardsUS

This past weekend, two of our team members joined the Blue Watermelon Project in their mission to inspire healthier, more mindful relationships with food for future generations. 🌱 A big thank you to Rodo Sofranac for the introduction and for connecting us with such an impactful initiative!

Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

2026 Social Security COLA increase: What future retirees should know

You may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.

Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Worried about how economic shifts could affect your retirement plan? Like death and taxes, market ups and downs are inevitable. The key is building resiliency into your strategy—so you can weather volatility and stay on track toward your goals. Learn how: https://bit.ly/46vkXKq

Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around managing your retirement income and assets, estate planning and tax efficient investing. This webinar is designed for anyone who will be retiring soon, has recently retired, or is well into their retirement. RSVP at https://bit.ly/Golden525 No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

The 3 advantages of life insurance for children

Did 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. ⬇️

If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps. See thrivent.com/social for important disclosures.

September 2025 Market Update: Expectations for lower rates return

Economic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.

Great news! Thrivent is maintaining its strong financial ratings from Moody’s Ratings, reflecting our ongoing financial strength and stability. These ratings reflect our excellent financial profile, business fundamentals and performance. Proud to be part of an organization that is financially strong and committed to serving clients for the long-term! Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️