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News and Insights

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.

The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

Did you know noncash assets may be given for charitable purposes? This can be any combination of wealth you may hold outside of cash on hand and money in your bank account, including: • Publicly traded stock and mutual funds • Privately held stock • Cryptocurrency • Farm and business equipment • Real estate • Life insurance Gifts of noncash assets may be utilized to amplify your charitable giving impact and are a great way to positively impact your favorite causes. Together, let’s explore options beyond giving the cash in your bank account. See thriventcharitable.com/social and thrivent.com/social for important disclosures.

A donor-advised fund, or a DAF, is a great financial vehicle for your charitable giving strategy. Simply give money to your account, watch it grow, and grant it out to the organizations and causes closest to your heart! To learn more about donor-advised funds, watch this video: https://bit.ly/donor-advised-fund See thriventcharitable.com/social and thrivent.com/social for important disclosures.

Thanking all who have served and their families, today and every day.

"Do everything in love." - 1 Corinthians 16:14

Why does this matter? Not having a will or estate plan in place could mean: — your wishes aren’t honored — loved ones are left with a high tax bill — money is wasted on lawyer fees and court costs Let’s get your estate plan in place today so there’s a seamless tomorrow. See thrivent.com/social for important disclosures.

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

Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

Who else needs a tissue? It really does come so fast. So cherish every moment. And plan for their education expenses as early as possible. Need help? Here when you’re ready.

"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

Big news! AM Best has reaffirmed Thrivent's A++ (Superior) rating for 2024! 🌟 This demonstrates our continued strength and stability and commitment to serve our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.

Estate planning guide: Essential documents & checklist

Discover some estate planning essentials in this article. Then let's talk through any questions you have.

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.

A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

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.

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

It's National Beer and Pizza Day -- we hope you're celebrating with your favorites!

Practice Support Associate (License Required)

Join us! We are looking for a licensed practice support associate to join our team! This could either be a rising star committed to getting licensed to take on the role, or an already licensed veteran in the industry looking to support our practice and clients. https://thrivent.wd5.myworkdayjobs.com/External/job/MN---White-Bear-Lake/Practice-Support-Associate--Licensed-Required-_REQ-40376

Milestones are a great way to help track your progress towards your financial goals. Whether it’s building up your savings or paying down debt, they can help keep you on track. Best of all, they let you celebrate your wins along the way. How do you celebrate your milestones?