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Insights

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

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It’s not too late to strengthen your income strategy

Income, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️

A few time-sensitive choices today can help improve the longevity of your savings in retirement—and beyond.

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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. ⬇️

U.S. economy continues to grow at a healthy rate, but key risks remain for investors.

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Financial planning for millennials: A comprehensive guide

Does it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.

For Millennials in particular, learning how to set financial goals can help reduce stress and make dreams like a first home or saving for retirement possible.

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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

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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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Recession fears may have faded, but it’s still a good idea to keep certain economic indicators on your radar. Learn what Thrivent’s Chief Investment Strategist Steve Lowe watches most closely: https://bit.ly/4fG49pR

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Recession fears may have faded, but it’s still a good idea to keep certain economic indicators on your radar. Learn what Thrivent’s Chief Investment Strategist Steve Lowe watches most closely: https://bit.ly/4fG49pR

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Two retirees both start with $1,000,000 and earn the exact same 25 annual returns, averaging 6.24%. The only difference is the order those returns show up. One gets the down years first, the other gets them last. After 25 years, one ends with $0 and the other ends with $1,190,133. Same investments. Same average return. Different timing. That's sequence of returns risk. It's not what your portfolio earns, it's when it earns it. . . . . . . . . See thrivent.com/social for important disclosures.

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Two retirees both start with $1,000,000 and earn the exact same 25 annual returns, averaging 6.24%. The only difference is the order those returns show up. One gets the down years first, the other gets them last. After 25 years, one ends with $0 and the other ends with $1,190,133. Same investments. Same average return. Different timing. That's sequence of returns risk. It's not what your portfolio earns, it's when it earns it. . . . . . . . . See thrivent.com/social for important disclosures.

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Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers

One thing that surprises people over time: As net worth grows, complexity grows faster. More accounts. More tax considerations. More moving pieces. The goal usually isn’t just growth anymore. It’s coordination. Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio. See thrivent.com/social for important disclosures.

Learn more about Thrivent's social media privacy policy and guidelines.

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Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers

Stock options can look like upside. But they also come with decisions: → when to exercise → how to fund it → what the tax impact looks like And those decisions don’t always line up perfectly with market timing. Want to talk through your situation? Visit my website to book a 15-minute call or reach out anytime. Link is in my bio. See thrivent.com/social for important disclosures.

Learn more about Thrivent's social media privacy policy and guidelines.

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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