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

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Events & Financial Workshops in Chicago, IL With Compass Group, Financial Advisor | Thrivent

There's still space available at our free workshop, Taxes and the 'Widow’s Penalty' on February 26 at 6:00 PM. Learn how the so-called “widow’s penalty” could affect your Social Security and health care premiums too. Register today: https://connect.thrivent.com/compass-group/events?event=99864 No products will be sold. 27878-30M N1-24

Find information and register for upcoming financial, charitable and educational events and workshops in the Chicago, IL area through Compass Group, a...

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Events & Financial Workshops in Chicago, IL With Compass Group, Financial Advisor | Thrivent

Did you know your taxes could go up even if your income goes down? There are steps you can take to help offset the 'widow’s penalty.' Join us to learn more at a workshop on February 26, 2026 at 6:00 PM on Zoom. Sign up today: https://connect.thrivent.com/compass-group/events?event=99864 No products will be sold. 27878-30M N1-24

Find information and register for upcoming financial, charitable and educational events and workshops in the Chicago, IL area through Compass Group, a...

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Retirees: Should You Take RMDs Early in the Year or Wait?

Within a given year, is there any advantage to taking your RMD as soon as you’re able to, or taking it down to the wire and pulling the distribution in late December? Or is it better to be systematic about it, taking monthly or quarterly withdrawals that equate to the RMD amount? Here are the three timing approaches that RMD-subject retirees could consider, along with the pros and cons of each. See thrivent.com/social for important disclosures.

Assessing the pros and cons of 3 main approaches....

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Enrolling in Medicare can feel like opening a puzzle that’s all sky—it’s hard to know where to start. Let us lend a hand with Medicare Basics, an informational event to help explain your options. No products will be sold. https://connect.thrivent.com/compass-group/events?event=99862 Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. See thrivent.com/social for other important disclosures.

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Enrolling in Medicare can feel like opening a puzzle that’s all sky—it’s hard to know where to start. Let us lend a hand with Medicare Basics, an informational event to help explain your options. No products will be sold. https://connect.thrivent.com/compass-group/events?event=99862 Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. See thrivent.com/social for other important disclosures.

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Use This Simple Trick to Uncover Your Real Financial Goals

What are your top investing goals? Behavioral science research suggests we tend to answer that question with whatever is on our minds at the moment, even if they’re not our true long-term financial goals. See thrivent.com/social for important disclosures.

Our research shows that referring to a master list of financial goals can fine-tune your money priorities.

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5 Money Questions Every Couple Should Ask—Especially Before Valentine’s Day

What if Valentine’s Day week wasn’t just about flowers and dinner reservations? What if you did something that really shows you care: Have a possibly uncomfortable conversation about money. You may not agree on everything, but the conversation will help each of you understand what your partner really wants and clarify what a shared future might look like. See thrivent.com/social for important disclosures.

These strategies for financial conversations can strengthen your relationship and your balance sheet.

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Making sense of rollovers and transfers

When you change jobs or decide to retire, it’s important to consider what you are going to do with your employee retirement account at your former employer.

When you change jobs or decide to retire, it’s important to consider what you are going to do with your employee retirement account at your former employer.

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February 2026 Market Update: Stocks rose and broadened

Resilient economic data, broadening market strength and improving bond conditions set an encouraging tone for investors in January’s dynamic market landscape.

Resilient economic data, broadening market strength and improving bond conditions set an encouraging tone for investors in January’s dynamic market landscape.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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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