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Insights

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

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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 ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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Here’s a quick “rule of thumb” for this #FinancialFriday

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Here’s a quick “rule of thumb” for this #FinancialFriday

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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

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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

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Annual Credit Report

For us, checking our credit report annually is smart. This is free and different than your credit score. A credit report contains a record of all your credit. A quick review helps to catch any mistakes. By law, you can get a report from each credit bureau for free once a year utilizing this website. #FinancialFriday https://www.annualcreditreport.com/index.action (Check disclosures at www.Thrivent.com/social)

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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June 2026 Market Update: Stocks and inflation keep rising

Markets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

Positive equity momentum continues, tempered by concerns around inflation, consumer resilience, and global conflict.

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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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Happy 529 Day!! Though I don’t personally sell 529 Plans, we do have an Indiana 529 Plan for Ben and Noah. So parents and grandparents - I encourage you to consider a 529 Plan as a high school or college savings tool. There may be tax benefits for you as well. Plus, if the funding is not used for education and certain metrics are met, it may qualify for a conversion to a Roth IRA. Per usual, a lot of considerations. See additional disclosures at Thrivent.com/social. Talk to a financial advisor or CPA for your specific financial situation.

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Happy 529 Day!! Though I don’t personally sell 529 Plans, we do have an Indiana 529 Plan for Ben and Noah. So parents and grandparents - I encourage you to consider a 529 Plan as a high school or college savings tool. There may be tax benefits for you as well. Plus, if the funding is not used for education and certain metrics are met, it may qualify for a conversion to a Roth IRA. Per usual, a lot of considerations. See additional disclosures at Thrivent.com/social. Talk to a financial advisor or CPA for your specific financial situation.

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“My parents have been teaching me about Memorial Day! Our local cemetery had some faded flags that needed replacing, so Grandma and I put up some new ones.” - Ben No act is too small. What will you do for Memorial Day on Monday? #BensDay #WednesdayWisdom

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“My parents have been teaching me about Memorial Day! Our local cemetery had some faded flags that needed replacing, so Grandma and I put up some new ones.” - Ben No act is too small. What will you do for Memorial Day on Monday? #BensDay #WednesdayWisdom

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