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Insights

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

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5 Things to Do Now to Retire in 3 to 5 Years

Checklist to Retire in 3 to 5 Years: 1. Set a retirement date but also formulate a backup plan 2. Get big-ticket expenditures out of the way 3. Take advantage of catch-up contributions 4. Build out safer assets in taxable accounts 5. Get some professional financial/tax advice See thrivent.com/social for important disclosures.

These retirement planning strategies can give you peace of mind when your countdown is in the single digits.

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5 Things to Do Now to Retire in 10 Years

Checklist to Retire in 10 Years -Take advantage of peak earning years to grow income. -Turbocharge retirement savings. -Begin building out an allocation to safe investments. -Start visualizing your in-retirement lifestyle. -Formulate a long-term-care plan. See thrivent.com/social for important disclosures.

With a decade to go, zero in on boosting income and savings, plus these other strategies.

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What New Graduates Need to Know About 401(k) Plans

A 401(k) is an employer-sponsored retirement plan that allows employees to contribute savings earmarked for retirement. Employers may also contribute money to these accounts, often through a company match, which is one of the most valuable benefits offered. The bottom line: If your company offers a 401(k), you should enroll. See thrivent.com/social for important disclosures.

A beginner’s guide to maximizing your workplace retirement plan.

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Do You Need a 529 Savings Account? Yes, for Many Reasons

Once viewed narrowly as college savings tools, 529 plans are now among the most flexible and tax-efficient financial tools available, covering everything from K–12 education to retirement planning. See thrivent.com/social for important disclosures.

529 plans have benefits beyond college tuition, including K-12 expenses, estate planning, and Roth rollover.

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A new survey suggests Americans may be in a “fun drought,” with 48% of adults saying their lives are currently lacking fun. Cost appears to be one of the biggest hurdles, with 57% saying budget constraints keep them from making fun plans, though a majority of adults acknowledge having fun with others can strengthen relationships, reduce stress, and boost motivation. (Source: Morningstar) See thrivent.com/social for important disclosures.

A new survey suggests Americans may be in a “fun drought,” with 48% of adults saying their lives are currently lacking fun. Cost appears to be one of the biggest hurdles, with 57% saying budget constraints keep them from making fun plans, though a majority of adults acknowledge having fun with others can strengthen relationships, reduce stress, and boost motivation. (Source: Morningstar) See thrivent.com/social for important disclosures.

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Long-term investing strategies to help increase gains

It’s a good practice to review your overall investing strategy yearly to make small balancing adjustments, but also to confirm that the strategy is meeting your current financial goals.

Use these strategies to help achieve your long-term investing goals.

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4 Financial Tasks You Shouldn’t Put Off

Here are some financial tasks that (1) frequently fall by the wayside and (2) don’t take a lot of time to rectify. See thrivent.com/social for important disclosures.

How to make sure these common financial ‘pain points’ don’t imperil your plan.

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Choosing between stock and bond investments

Consider your investment goals and the role stocks and bonds may play in building, balancing and diversifying your portfolio with Thrivent mutual funds.

With many investing options available, historical data can help with choosing between stock and bond investments.

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The break-even rate, the gap between yields on traditional Treasuries and Treasury Inflation-Protected Securities (TIPS), has hit its highest level since October 2022. Though stocks have shrugged off the impacts of the US-Iran conflict, the threat of extended higher fuel prices is raising more concern in the bond market. (Source: The Wall Street Journal) See thrivent.com/social for important disclosures.

The break-even rate, the gap between yields on traditional Treasuries and Treasury Inflation-Protected Securities (TIPS), has hit its highest level since October 2022. Though stocks have shrugged off the impacts of the US-Iran conflict, the threat of extended higher fuel prices is raising more concern in the bond market. (Source: The Wall Street Journal) See thrivent.com/social for important disclosures.

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4 reasons mutual funds may work for you

One of the benefits of mutual fund investing is that it allows you to own a diversified portfolio for potentially less than it would cost you to build a prudently diversified portfolio on your own. Although diversification cannot eliminate risk, it may help mitigate losses in a down market.

Mutual funds may provide an opportunity to diversify your portfolio with less investment cost.

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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