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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Happy Tax Day! As a reminder, most individual taxpayers must file their 2024 federal income tax returns by April 15, 2025.

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Happy Tax Day! As a reminder, most individual taxpayers must file their 2024 federal income tax returns by April 15, 2025.

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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.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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The Washington Update Tuesday, April 8 at 1:30 or 7:30 p.m. Register here https://bit.ly/The_Washington_Update How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1

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The Washington Update Tuesday, April 8 at 1:30 or 7:30 p.m. Register here https://bit.ly/The_Washington_Update How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1

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2024 Thrivent Choice Dollars®️ Expiration Notice: Today, March 31, 2025 Direct Thrivent Choice Dollars Now! Influence how Thrivent distributes some of its charitable grant funding through Choice Dollars®️, by allocating funds to a charity or a cause of your choice. Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

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2024 Thrivent Choice Dollars®️ Expiration Notice: Today, March 31, 2025 Direct Thrivent Choice Dollars Now! Influence how Thrivent distributes some of its charitable grant funding through Choice Dollars®️, by allocating funds to a charity or a cause of your choice. Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

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March 29 is #MomPopBusinessOwnersDay! Celebrated this Saturday, we’re reminded of the importance of the family-owned businesses that make our communities diverse and vibrant. Join Western Reserve Financial Associates in keeping the heart of our community going – in support of local businesses. #ShopSmall

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March 29 is #MomPopBusinessOwnersDay! Celebrated this Saturday, we’re reminded of the importance of the family-owned businesses that make our communities diverse and vibrant. Join Western Reserve Financial Associates in keeping the heart of our community going – in support of local businesses. #ShopSmall

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Five Key Retirement Challenges (and How to Face Them Head On)

Estate planning and legacy planning are critical tools to help create a secure future for you and your loved ones. Western Reserve Financial Associates is here to help to protect your assets, adapt to changing conditions, and leave a lasting legacy that reflects your values. With appropriate strategies, you can confidently navigate the challenges of retirement and beyond. For disclosure information, see Thrivent.com/social.

Life will inevitably throw challenges at you as you get older. But making a flexible retirement plan — and monitoring it regularly — can help you overcome them.

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❗ One week remaining: Designate 2024 Thrivent Choice Dollars®️ today! ❗ Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice. Help the Thrivent office of Western Reserve Financial Associates ensure that no dollar goes undirected! March 24, 2025: $27,508 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

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❗ One week remaining: Designate 2024 Thrivent Choice Dollars®️ today! ❗ Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice. Help the Thrivent office of Western Reserve Financial Associates ensure that no dollar goes undirected! March 24, 2025: $27,508 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

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Western Reserve Financial Associates of Thrivent sends warm and cheerful wishes for a happy spring season!

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Western Reserve Financial Associates of Thrivent sends warm and cheerful wishes for a happy spring season!

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March 2025 Market Update: Volatility returns

The early economic data for 2025 has shown volatility. Thrivent Asset Management discusses how this changes our outlook in the March Market Update.

Economic data released in early 2025 shows the economy is slowing at a greater-than-expected rate.

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Last chance to designate 2024 Thrivent Choice Dollars®️! Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice. Help the Thrivent office of Western Reserve Financial Associates ensure that no dollar goes undirected! March 17, 2025: $31,790 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

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Last chance to designate 2024 Thrivent Choice Dollars®️! Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice. Help the Thrivent office of Western Reserve Financial Associates ensure that no dollar goes undirected! March 17, 2025: $31,790 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice." For disclosure information, see Thrivent.com/social.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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