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Insights

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

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There's still space available on our free Thriving in Your Golden Years webinar on March 3rd 12:00pm CST and March 5th 6:30pm CST. Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker! No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/UpperMidwestMar3-5

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There's still space available on our free Thriving in Your Golden Years webinar on March 3rd 12:00pm CST and March 5th 6:30pm CST. Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker! No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/UpperMidwestMar3-5

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Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value. Learn more about this recognition here: https://bit.ly/466lt23

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Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value. Learn more about this recognition here: https://bit.ly/466lt23

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Did you know that you can ask Thrivent to support a cause you care about? Eligible clients can do just that by directing Choice Dollars®️ to their favorite nonprofit or church. It’s quick, easy and impactful. But act fast, because 2025 Choice Dollars must be used by March 31. Log in to get started: https://bit.ly/4qccl3a

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Did you know that you can ask Thrivent to support a cause you care about? Eligible clients can do just that by directing Choice Dollars®️ to their favorite nonprofit or church. It’s quick, easy and impactful. But act fast, because 2025 Choice Dollars must be used by March 31. Log in to get started: https://bit.ly/4qccl3a

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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...

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In love and in finances, commitment matters. Here’s to long-term goals and smart planning, together ❤️

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In love and in finances, commitment matters. Here’s to long-term goals and smart planning, together ❤️

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February 2026 Market Update: Stocks rose and broadened

International equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️

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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Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

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Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

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This week, Maddie, Justin, and Trevor are in Atlanta for Thrivent's annual Business Development Conference. It's always a great week to reconnect with colleagues and home office support staff as well as learn lots of new things!

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This week, Maddie, Justin, and Trevor are in Atlanta for Thrivent's annual Business Development Conference. It's always a great week to reconnect with colleagues and home office support staff as well as learn lots of new things!

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While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual. As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual. As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Feeling behind on retirement savings? You’re not alone. No matter your age, there are steps you can take—and every step forward counts. Not sure where to start? Let’s talk. Together, we can create a personalized strategy to help you work toward your retirement goals. See thrivent.com/social for important disclosures.

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Feeling behind on retirement savings? You’re not alone. No matter your age, there are steps you can take—and every step forward counts. Not sure where to start? Let’s talk. Together, we can create a personalized strategy to help you work toward your retirement goals. See thrivent.com/social for important disclosures.

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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