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Insights

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

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Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact. Get in touch to explore whether a DAF fits into your financial strategy. See thrivent.com/social for important disclosures.

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Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact. Get in touch to explore whether a DAF fits into your financial strategy. See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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LinkedIn

I’m thrilled to be joining an incredible lineup of panelists as a financial advisor at this upcoming Total Business Breakthrough event centered around purpose, growth, and strengthening your financial mindset. If you’re looking for fresh motivation or practical next steps, I’d love to see you there. ✨ Register now and be part of the experience! https://www.growthacademycoaching.com/the-total-business-breakthrough/ Feel free to contact me directly if you’d like more details or want to explore how purpose-driven financial planning can support your goals. #Empowerment #LeadershipJourney #FinancialEducation #GrowthMindset #ThriventEvents See thrivent.com/social for disclosures. No Products will be sold.

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Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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The Total Business Breakthrough - Joe Novara - Business Mindset Coach

I’m honored to be part of this upcoming event as a financial advisor and panelist, where I’ll be sharing insights on personal growth, meaningful leadership, and building financial confidence. Empowering individuals and organizations to think bigger and move forward with clarity is something I’m passionate about — especially through purpose-driven financial planning. 👇 Secure your seat and join the conversation! www.totalbusinessbreakthrough.com If you’d like to connect beforehand or have questions, don’t hesitate to reach out. #ProfessionalGrowth #Inspiration #EventSpeaker #FinancialConfidence #ThriventCommunity See thrivent.com/social for disclosures. No Products will be sold.

The Total Business Breakthrough is for business owners and sales professionals who are serious about business growth and poised for action.

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LinkedIn

I’m excited to share that I’ll be serving as a financial advisor and panelist at this upcoming event! I’m really looking forward to connecting with our community and offering insight on leadership, purpose-driven financial planning, and building greater financial confidence. If you’re looking for encouragement, clarity, and actionable strategies, I’d love to have you join us. 👉 Register today to reserve your spot! https://lnkd.in/gy65f6av And if you’d like more information, feel free to reach out — I’m always happy to connect. #LeadershipDevelopment #FinancialWellness #PurposeDrivenLife #CommunityImpact #Thrivent #LiveWithPurpose See thrivent.com/social for disclosures. No Products will be sold.

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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

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Grateful to volunteer with Junior Achievement of the Triad at High Point Central High School. I spent time with students discussing why planning for their financial future matters starting with small habits, clear goals, and learning to make thoughtful choices. Big thanks to the educators and JA volunteers who make these real‑world conversations possible. #JuniorAchievementOfTheTriad #FinancialLiteracy #HighPoint #CommunityImpact #Volunteering

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Grateful to volunteer with Junior Achievement of the Triad at High Point Central High School. I spent time with students discussing why planning for their financial future matters starting with small habits, clear goals, and learning to make thoughtful choices. Big thanks to the educators and JA volunteers who make these real‑world conversations possible. #JuniorAchievementOfTheTriad #FinancialLiteracy #HighPoint #CommunityImpact #Volunteering

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Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture. The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0 If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture. The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0 If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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2026 Market Outlook: A return to normal?

What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.

Looking ahead to 2026, we anticipate steady growth, resilient markets and AI-driven opportunities.

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.

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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