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Insights

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

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AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2026! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.

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AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2026! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.

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Inflation, higher interest rates and rapid advances in AI are shaping the economy—and could affect your financial reality. Watch Thrivent’s recent Q4 Market & Economic Update for a clear look at what’s happening and why staying focused on your long-term goals matters: https://bit.ly/4eh5DWv Reach out if you have questions or want to talk through your strategy.

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Inflation, higher interest rates and rapid advances in AI are shaping the economy—and could affect your financial reality. Watch Thrivent’s recent Q4 Market & Economic Update for a clear look at what’s happening and why staying focused on your long-term goals matters: https://bit.ly/4eh5DWv Reach out if you have questions or want to talk through your strategy.

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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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Growth and stocks remain resilient, but rates rise: Q4 2026 market outlook

Higher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️

Resilient growth, higher rates, energy-driven inflation and the AI investment boom are shaping the market outlook.

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Navigating open enrollment: 5 ways to make the best choices for your family

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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Top 7 charitable giving strategies: Maximizing tax benefits and impact

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and...

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How a term-to-permanent life insurance contract conversion works

Life changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.​

Considering extending your life insurance coverage? Converting your term policy to a permanent one can offer lifelong protection and potential cash value...

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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.

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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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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.

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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