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News and Insights

If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning. See thrivent.com/social for important disclosures.

Aging solo-planning smart

Arbors Financial Group helps you think through the many pieces of your financial life, so you can prepare for the future you envision. Read more about how thoughtful planning can help you prepare for the unexpected in Thrivent Magazine.  Link to article: https://www.thrivent.com/insights/magazine/fall-2026/aging-solo-planning-smart

Life changes. Your protection can adapt. A term-to-permanent life insurance conversion is simple to do and may offer: • Lifelong coverage (as long as premiums are paid) • Potential cash value accumulation • More flexibility as your needs change Have questions about how a term-to-perm conversion works and may affect your premium amount or coverage? Let’s talk. See thrivent.com/social for important disclosures. This contract has exclusions, limitations and terms under which the benefits may be reduced, or the contract may be discontinued. For costs and complete details of coverage, contact your licensed insurance agent/producer.

Future you is giving you a high five. Getting life insurance in your 20s may help you lock in lower premiums and build financial protection early for your loved ones. Let's make life insurance make sense for your finances now and in the future. See thrivent.com/social for important disclosures.

September 2026 Market Update: Healthy growth sends stocks to new highs

Markets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️

Experience a big life change recently? Important milestones could merit revisiting your life insurance coverage amount and type. Let's have a conversation about whether your current coverage is keeping up with your lifestyle. See thrivent.com/social for important disclosures.

The great wealth transfer: What baby boomers need to know

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

🌟 Action Team Spotlight: Serving with Purpose 🌟 This Thrivent Action Team highlights how Ann brought volunteers together during the LWML Convention to assemble 66 hair care kits—providing essential items and a meaningful boost of care and dignity to those in need. See thrivent.com/social for important disclosures

🎬✨ What an Incredible Day at the Movies! ✨🎬 Our Toy Story 5 event was a big success, with a great turnout across both Austin locations! Thank you to everyone who joined us and generously donated toys and books for Upbring—making a meaningful impact in our community. 💙 We’re so grateful for your support and can’t wait to see you at our next event! See thrivent.com/social for important disclosures

When it comes to investing, even small missteps can make a big impact. ⚠️ The good news? These are avoidable. Learn what to watch for and how to invest more confidently: 👉 https://bit.ly/4cpFT8s See thrivent.com/social for important disclosures

Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back. Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit. See thrivent.com/social for important disclosures.

Membership

💙 The Power of Thrivent Membership 💙 Thrivent membership is more than financial services—it’s about living generously and making a real impact. As a member owned organization, Thrivent empowers its members with meaningful benefits, including opportunities to give back through Thrivent Action Teams®️, support causes they care about with Thrivent Choice®️, and access resources for life’s biggest moments. Together, members strengthen families, support communities, and put faith-based values into action—locally and beyond. Learn how membership helps turn good intentions into meaningful impact: 👉 https://www.thrivent.com/about-us/membership

While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f

We had a great time last Friday at Redeemer Church in Austin talking about how to spot scams before they happen! Did you know? 🚩 If it sounds too good to be true—it probably is 🚩 Scammers often create a false sense of urgency to pressure quick decisions 🚩 Requests for gift cards, wire transfers, or payment apps are major warning signs The more we know, the more we can protect ourselves and those we care about. Thank you to everyone who joined us—we loved the great questions and conversations! #StaySafe #FraudAwareness #AustinTX See thrivent.com/social for important disclosures

🎉 Congratulations to Melissa Knippa and Matthew Gilbertson, named 2025 Voices in Philanthropy (VIP) recipients by Thrivent Charitable! This honor reflects the generosity of their clients and HOH members who are creating meaningful change in our communities. We’re also proud to celebrate Cathleen Wenger, recipient of The Impact Award, recognizing her outstanding impact as a total planner across South Texas. Read the full article celebrating this year’s honorees: thriventcharitable.com/2025-VIPs For important disclosures, see thriventcharitable.com/social

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

Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage. These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk

Boost your financial wellness—mind and wallet! Ready to get started? Sign up today. David Blanchett and Michael Finke will share practical strategies and fresh perspectives on asset location, Social Security timing, and tax efficient withdrawals. You’ll learn how to adapt your plan to changing markets and feel confident about your financial future, with insights that go beyond the numbers to help you make smart, lasting decisions. https://connect.thrivent.com/arbors-financial-group/events See thrivent.com/social for important disclosures.

✨ This is our moment. ✨ Thrivent’s 2026 Business Development Conference was a powerful reminder of why we do what we do—advice‑first excellence, deeper client impact, and growth with purpose. The momentum is real, and we’re building it together. 💙 #ThisIsOurMoment #Thrivent #AdviceWithPurpose See thrivent.com/social for important disclosures.