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News and Insights

Screenshot this and send it to your teen. See thrivent.com/social for important disclosures.

Have you heard of a DAF? A donor-advised fund, or a DAF, is a charitable investment account which provides you with the giving flexibility to provide support to the organizations and causes closest to your heart. Give. Grow. Grant. See thriventcharitable.com/social and thrivent.com/social for important disclosures.

Diversifying your financial portfolio with tax-now accounts may be right for you, depending on your financial goals and needs. Learn more about the different types and how they work >> https://bit.ly/3Z1ZsNs

Your tax refund can be a powerful tool for creating positive change. Consider these thoughtful ways to spread generosity: 🌱 Support local businesses 🤝 Donate to your favorite organization 💕Help loved ones or someone else in need

Friendly reminder: Check your credit reports at least once a year to detect errors and suspicious activity.

Teaching children about money starts within your home. Talking about money regularly and openly can help kids learn the basics about handling budgets and financial challenges.

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

Looking for ways to pay for college? Some use a combination of the following: 🎓 Grants 🎓 Scholarships 🎓 Work-study programs 🎓 Federal and private loans 🎓 Savings If you’d like to discuss additional ways to fund a college education, let’s connect. See thrivent.com/social for important disclosures.

Practice Support Associate

Know someone graduating soon and looking to live in the East metro? We would love to onboard an eager career-starter who would like to get licensed in the financial services industry, and have ability to grow in their career as desired. Forward this posting -- we have ways to help assist in paid study time to get licensed to fill this role! Motivated and high character individuals desired! https://thrivent.wd5.myworkdayjobs.com/External/job/MN---White-Bear-Lake/Practice-Support-Associate_REQ-42390

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.

Practice Support Associate

Are you looking to make an impact on those you know and love in your community? We are looking for individuals who can make a positive impact on our team and clients! Please share this post with anyone you feel may be a good fit! https://thrivent.wd5.myworkdayjobs.com/External/job/MN---White-Bear-Lake/Practice-Support-Associate_REQ-42390

Thinking about putting together an investment portfolio and not sure where to begin? Consider these 4 steps before diving in. Let’s connect if you’d like to discuss how investing can help you reach your financial goals. See thrivent.com/social for important disclosures.

Investing basics: The complete guide for beginners

Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing. If you’d like to align your investments with your financial goals, let’s set up a meeting.

Happy Spring!

May good luck follow you throughout the year ahead!

One of our favorite seasons is upon us.....who do you have winning it all?

Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅 Work towards the retirement lifestyle you want to have by saving more now. See thrivent.com/social for important disclosures.

How to start an emergency fund—the right way

Planning ahead for emergencies can help reduce your stress as they happen. 💡 Here are tips to start an emergency fund.

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.