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Insights

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

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5 Tax-Saving Strategies for a Better Retirement, From a Financial Planner

Retirement planning is about more than saving—it’s about making your money work smarter for you. With more time on your side, you can fine-tune cash flow, lower tax burdens, and create a more reliable income stream in retirement. A thoughtful strategy today can help set you up for greater confidence tomorrow. Connect with Western Reserve Financial Associates today to start preparing for the retirement you’ve been working toward. While Thrivent does not provide specific tax advice, we can partner with you and your tax professional. For additional disclosure information, see Thrivent.com/social #RetirementReadiness #TaxStrategy #FutureFocused

Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.

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Steady growth, stubborn inflation: Q3 2026 market outlook

Economic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️

A look at the market environment and investment themes expected to drive Q3 2026.

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☀️ This summer, let generosity shine by supporting a local nonprofit, organizing a service project, or helping neighbors in need. A Thrivent Action Team can help bring your ideas to life. Explore inspiration and resources for your next project on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 For disclosure information, see Thrivent.com/social. #Generosity #ThriventActionTeam #GivingBack

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☀️ This summer, let generosity shine by supporting a local nonprofit, organizing a service project, or helping neighbors in need. A Thrivent Action Team can help bring your ideas to life. Explore inspiration and resources for your next project on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 For disclosure information, see Thrivent.com/social. #Generosity #ThriventActionTeam #GivingBack

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Are today's markets making you wonder how to navigate your financial strategy? Join us this Tuesday at 12:30 p.m. or 8:30 p.m. Eastern for a livestream of Thrivent's Market and Economic Update, presented by Thrivent leaders. Gain insights into the current market environment and hear Thrivent's perspective on what recent economic trends may mean for you. Register here to attend the event or receive a recording: https://bit.ly/4wFIAvn No products will be sold. For disclosure information, see Thrivent.com/social. 5688040.3

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Are today's markets making you wonder how to navigate your financial strategy? Join us this Tuesday at 12:30 p.m. or 8:30 p.m. Eastern for a livestream of Thrivent's Market and Economic Update, presented by Thrivent leaders. Gain insights into the current market environment and hear Thrivent's perspective on what recent economic trends may mean for you. Register here to attend the event or receive a recording: https://bit.ly/4wFIAvn No products will be sold. For disclosure information, see Thrivent.com/social. 5688040.3

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Retirement can start to feel closer in your 40s and 50s—but it’s also a powerful time for proactive planning. Now is the time to gain financial clarity, build confidence in your strategy, and align your plan with the golden years you envision. The steps you take today can help strengthen your financial foundation for tomorrow. 📈💰 https://bit.ly/4ez10rw For disclosure information, see Thrivent.com/social. #RetirementPlanning #FinancialClarity #FinancialConfidence #GoldenYears

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Retirement can start to feel closer in your 40s and 50s—but it’s also a powerful time for proactive planning. Now is the time to gain financial clarity, build confidence in your strategy, and align your plan with the golden years you envision. The steps you take today can help strengthen your financial foundation for tomorrow. 📈💰 https://bit.ly/4ez10rw For disclosure information, see Thrivent.com/social. #RetirementPlanning #FinancialClarity #FinancialConfidence #GoldenYears

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☀️ A Summer of Meaningful Impact Summer is a great time to come together, support local causes, and make a meaningful difference. Small acts of generosity can have a lasting impact on the communities we call home. Put #GenerosityInAction this summer by leading a #ThriventActionTeam! Explore ideas, tools, and inspiration for your next community project through the Thrivent Action Teams Hub. For disclosure information, see Thrivent.com/social. #CommunityFirst #GivingBack #SummerGiving #ThriventActionTeam #MakeADifference

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☀️ A Summer of Meaningful Impact Summer is a great time to come together, support local causes, and make a meaningful difference. Small acts of generosity can have a lasting impact on the communities we call home. Put #GenerosityInAction this summer by leading a #ThriventActionTeam! Explore ideas, tools, and inspiration for your next community project through the Thrivent Action Teams Hub. For disclosure information, see Thrivent.com/social. #CommunityFirst #GivingBack #SummerGiving #ThriventActionTeam #MakeADifference

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🤝 Meet the Team at Western Reserve Financial Associates. Our team is dedicated to helping clients navigate their financial journey with clarity, confidence, and purpose. As part of a Fortune 500 company that places generosity at the heart of saving and investing, we believe financial planning is about more than growing wealth—it’s about helping people live generously and make a lasting impact. For disclosure information, see Thrivent.com/social. #MeetTheTeam #FinancialPlanning #WhereMoneyMeansMore

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🤝 Meet the Team at Western Reserve Financial Associates. Our team is dedicated to helping clients navigate their financial journey with clarity, confidence, and purpose. As part of a Fortune 500 company that places generosity at the heart of saving and investing, we believe financial planning is about more than growing wealth—it’s about helping people live generously and make a lasting impact. For disclosure information, see Thrivent.com/social. #MeetTheTeam #FinancialPlanning #WhereMoneyMeansMore

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🎇 Happy 4th of July! As we celebrate our nation’s independence, we are reminded that planning for the future is one of the ways we help protect the people and dreams that matter most. Wishing you a day filled with pride, gratitude, and time well spent with family and friends. ❤️🤍💙

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🎇 Happy 4th of July! As we celebrate our nation’s independence, we are reminded that planning for the future is one of the ways we help protect the people and dreams that matter most. Wishing you a day filled with pride, gratitude, and time well spent with family and friends. ❤️🤍💙

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Why Insurance Can Be a Financial Lifesaver

Insurance plays an essential role in a strong financial plan. 🛡️ Regularly reviewing your coverage can help ensure you and your loved ones are protected against life’s unexpected moments while also supporting your long-term financial goals. For disclosure information, see Thrivent.com/social. #InsuranceAwareness #FinancialWellness

Regularly reviewing the types and amounts of insurance coverage is essential for a comprehensive financial plan.

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Savvy Social Security Tuesday, June 30 at 1:00 p.m. & 7:30 p.m. Register today: https://bit.ly/Savvy_SS When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. No products will be sold. See thrivent.com/social for additional disclosures.

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Savvy Social Security Tuesday, June 30 at 1:00 p.m. & 7:30 p.m. Register today: https://bit.ly/Savvy_SS When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. No products will be sold. See thrivent.com/social for additional disclosures.

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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