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Insights

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

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Basics of a financial plan: What it is & getting started

Feel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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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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Donor-advised funds: Helping you help others

Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you. ⬇️

Learn how donor-advised funds work, the potential tax benefits, and how DAFs can help you support the causes you care about with charitable giving.

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Donating life insurance to charity: What you need to know

You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️

A life insurance contract can provide essential protection for your loved ones. However, it can also allow you to make a greater impact with your money...

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Charitable bunching: A smart way to maximize your giving & tax deductions

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. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Discover how charitable bunching can help you make the most of your generosity and unlock valuable tax savings. Learn how this strategy works, who it benefits...

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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.​

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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.​

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A new baby can change your everything (including your finances).​ Let’s review your life insurance coverage to help make sure your growing family is protected.​ See thrivent.com/social for important disclosures.

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A new baby can change your everything (including your finances).​ Let’s review your life insurance coverage to help make sure your growing family is protected.​ See thrivent.com/social for important disclosures.

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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.

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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.

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Maximizing Social Security for married couples: How it works & spousal strategies to consider

Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️

For married couples, a smart Social Security strategy considers both spouses' projected benefits and life expectancies. Creating a claiming plan together can...

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Put your savings to work for what’s next

You've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next. Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️

You've worked hard to build your savings. Now see how those savings can support the income you need throughout retirement.

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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