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News and Insights

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

Let's pursue your financial goals, together. We 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. ⬇️

Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

This beginner-friendly guide breaks down the components that can make up your portfolio like stocks, bonds, ETFs and more: https://bit.ly/4xlH3vs And if you want to talk one-on-one about creating an investment portfolio that fits with your goals and risk tolerance, let’s chat.

Ready to level up your investing knowledge? Start with these 3 articles: 1) How inflation impacts investments: https://bit.ly/4e0pR7i 2) Investing in volatile markets: https://bit.ly/4efTwZ0 3) Strategic asset allocation: https://bit.ly/4e4Wcdh

Thrivent’s recent Market & Economic Update highlighted how major influences like AI, oil and inflation are playing out across the economy. In short: Markets are up, but so is uncertainty—and gains tend to be concentrated. Having a solid long-term financial strategy is usually your best defense. Watch the full update here: https://bit.ly/3T9oifd And feel free to reach out to us if you’d like to discuss ways to hone your current mix.

Teens are already learning so much. Why not add investing to the list? It’s a great way for them to build real-world skills like goal setting and planning for the future. And with a little hands-on guidance, they can start understanding how markets work and gain financial discipline that carries into adulthood. 📌 This beginner-friendly guide is a great place to start: https://bit.ly/4qrOoow

Little eyes are always watching—especially when it comes to money. The way we manage and talk about money shapes our kids long before they earn their first dollar. Try modeling these simple habits to help them build a healthy relationship with money: ⭐ Avoid speaking about money with stress or shame ⭐ Narrate your choices (“We’re saving for X, so we’re skipping Y today”) ⭐ Keep a visible savings routine ⭐ Use positive language around budgeting and planning

A balanced financial plan keeps long-term security in view while you prepare for near-term education costs. It doesn’t have to be “either/or”—it’s about prioritizing and sequencing. Contact us today if you'd like help mapping your goals and timeline. See thrivent.com/social for important disclosures.

Working tax efficiency into your financial strategy

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️

The 2027 Thrivent Calendar is almost here. Pre‑order today and look forward to a year rooted in reflection and grace. Featuring inspiring images and reflections centered on our theme, “God’s Handiwork,” it’s a meaningful way to bring faith, beauty, and intention into everyday life. 📦 Pre order by July 31 📬 Calendars ship in October 👉 Reserve yours today: https://bit.ly/41PtTIz

What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Investing in volatile markets: Smart strategies for confident investing

Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next.

“But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness.” - Galatians 5:22

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇 Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that. This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt Let’s review your strategy together and make sure your investments support your next chapter.

Top 7 charitable giving strategies: Maximizing tax benefits and impact

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Finances + Generosity | Thrivent

Even though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?

This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country. May we never take for granted the cost of freedom and may we live in a way that honors those who gave everything.

May 2026 Market Update: Optimism inflates equities

Thrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why staying diversified and focused on fundamentals remains important.

Here's to one of the leaders of the Wellspring Advisor Group - wishing a happy birthday to founding advisor, Nick Rasmussen.

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.