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Insights

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

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For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j

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For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j

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This #MomPopBusinessOwnersDay on March 29, we’re celebrating the local entrepreneurs who bring character, care, and connection to our neighborhoods. Join Western Reserve Financial Associates in supporting the small businesses that keep our community thriving. #ShopSmall #SupportLocal

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This #MomPopBusinessOwnersDay on March 29, we’re celebrating the local entrepreneurs who bring character, care, and connection to our neighborhoods. Join Western Reserve Financial Associates in supporting the small businesses that keep our community thriving. #ShopSmall #SupportLocal

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5 New Retirement Rules Taking Effect in 2026: What's Different for Your Money

Retirement planning continues to evolve—and 2026 brings several important updates. From new contribution limits to tax and health care changes, staying informed can help you make the most of your savings strategy. If there’s one key takeaway: retirement planning isn’t a one-time decision—it’s an ongoing process that benefits from regular review and thoughtful adjustments. For disclosure information, see Thrivent.com/social.

Retirement planning in 2026 comes with new contribution limits, tax breaks and health care changes. Here's what savers and retirees need to know.

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📅 Reminder: March 31 is approaching! If you’re an eligible Thrivent Financial member, you may still have Thrivent Choice Dollars®️ available to direct to charities you care about. Be sure to designate any undirected funds from previous years before the March 31 deadline. Support the causes making a difference in our communities. 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit Thrivent.com/social.

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📅 Reminder: March 31 is approaching! If you’re an eligible Thrivent Financial member, you may still have Thrivent Choice Dollars®️ available to direct to charities you care about. Be sure to designate any undirected funds from previous years before the March 31 deadline. Support the causes making a difference in our communities. 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit Thrivent.com/social.

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Spring is here! 🌷 Western Reserve Financial Associates wishes you a season full of color, warmth, and fresh new beginnings.

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Spring is here! 🌷 Western Reserve Financial Associates wishes you a season full of color, warmth, and fresh new beginnings.

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🗂️ Shred & Share Community Day 📅 Saturday, May 2 | ⏰ 9:00 a.m. – 12:00 p.m. 📍 Thrivent Office Plaza Parking Lot, 46 S. Main St., Poland, OH Calling all community members! Clear out your old paperwork safely while making a real difference for neighbors in need. Bring your documents for secure on-site shredding and donate a food item to help feed local families through the Second Harvest Food Bank of the Mahoning Valley. Enjoy breakfast treats from Pizzaboy and connect with others in our community—all while giving back. 📄 Bring documents to shred 🥫 Bring a food item to donate We can’t wait to see you there! Hosted by Western Reserve Financial Associates of Thrivent. No products will be sold. For additional disclosure information, see Thrivent.com/social.

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🗂️ Shred & Share Community Day 📅 Saturday, May 2 | ⏰ 9:00 a.m. – 12:00 p.m. 📍 Thrivent Office Plaza Parking Lot, 46 S. Main St., Poland, OH Calling all community members! Clear out your old paperwork safely while making a real difference for neighbors in need. Bring your documents for secure on-site shredding and donate a food item to help feed local families through the Second Harvest Food Bank of the Mahoning Valley. Enjoy breakfast treats from Pizzaboy and connect with others in our community—all while giving back. 📄 Bring documents to shred 🥫 Bring a food item to donate We can’t wait to see you there! Hosted by Western Reserve Financial Associates of Thrivent. No products will be sold. For additional disclosure information, see Thrivent.com/social.

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💡 A quick way to support the causes you care about. Eligible Thrivent members can direct any remaining Thrivent Choice Dollars®️ from previous years to their favorite nonprofits. Don’t forget—the deadline to designate funds is March 31, 2026. Make your impact today. 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit Thrivent.com/social.

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💡 A quick way to support the causes you care about. Eligible Thrivent members can direct any remaining Thrivent Choice Dollars®️ from previous years to their favorite nonprofits. Don’t forget—the deadline to designate funds is March 31, 2026. Make your impact today. 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit Thrivent.com/social.

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Happy St. Patrick’s Day from Western Reserve Financial Associates! ☘️ Here’s to happiness, prosperity, and plenty of luck today and always.

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Happy St. Patrick’s Day from Western Reserve Financial Associates! ☘️ Here’s to happiness, prosperity, and plenty of luck today and always.

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March 2026 Market Update: Wobbling stocks, stronger bonds

Markets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.

Heightened geopolitical and market uncertainty in February pushed investors toward bonds and commodities.

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⏳ Time is running out to direct your Thrivent Choice Dollars®️! If you’re an eligible Thrivent Financial member, you may have Thrivent Choice Dollars®️ from previous years waiting to be directed. Make an impact by supporting the charities that matter most to you before the March 31, 2026 deadline. 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit Thrivent.com/social.

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⏳ Time is running out to direct your Thrivent Choice Dollars®️! If you’re an eligible Thrivent Financial member, you may have Thrivent Choice Dollars®️ from previous years waiting to be directed. Make an impact by supporting the charities that matter most to you before the March 31, 2026 deadline. 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit 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.

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