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Insights

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

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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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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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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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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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You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c

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You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c

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Supplemental disability insurance: What it is and when you need it

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

No one plans to get sick or injured to the point where they cannot work—but it happens. And while many employers offer short- and long-term disability coverage...

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Several factors, like age and marital status, should be taken into consideration when deciding when to start taking Social Security. But those are not the only ones. Learn more about other key factors that impact Social Security: https://bit.ly/44be4hK

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Several factors, like age and marital status, should be taken into consideration when deciding when to start taking Social Security. But those are not the only ones. Learn more about other key factors that impact Social Security: https://bit.ly/44be4hK

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2nd Quarter 2026 Market Outlook: Caution is warranted, but stay the course

Market volatility may remain elevated—but long term discipline still matters. Thrivent's 2nd Quarter 2026 Market Outlook explores why staying invested, with a more defensive posture, can help investors navigate ongoing uncertainty. ⬇️

Maintain exposure to markets while incorporating defensive allocations to navigate continued volatility.

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️

How much life insurance should you have? As life changes, so does the answer to that question.

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Are your retirement savings on track?

Schedule a check-in before April 1 to explore options to strengthen your savings and make the most of your retirement years.

How much you need to save depends on your income, lifestyle and retirement goals. Connect with your financial advisor today to take advantage of urgent options...

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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