Duane Maatz - Thrivent

Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

Life insurance & living benefits: Ways to use permanent life insurance A solid financial plan covers many things, not the least of which is planning for retirement and having life insurance to help protect your family’s security. Often those two goals are accomplished separately with retirement savings accounts and term life insurance.

Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Risks and habits that can derail your financial plan Help avoid common pitfalls and safeguard your finances for when life doesn't go as expected.

Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

Discover 5 steps you can take to plan for income in retirement. 👇

Nurture your retirement nest egg Whether it’s coming soon or still years away, you may find yourself dreaming about retirement. Perhaps you’ll travel, spend time with family, volunteer more.

To all who served and sacrificed for our freedom, thank you.

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Preparing for retirement checklist: Are you retirement ready? Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months leading up to this meaningful goal. You want to make sure you accomplish key preparations on schedule so you can live out the retirement…

If you haven’t already, take a closer look at options for covering long-term care that you or a loved one may need. It can be an important part of your financial strategy.

Applies only in the following states: DC, DE, HI, IN, MT, ND, SD, CT, NJ

Long-term care insurance solutions | Thrivent Choose long-term care solutions ranging from traditional long-term care insurance to one that blends long-term care insurance with life insurance.

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

Income Match Assessment | Thrivent This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and individuals. However, after 2025, many of the act's tax law changes are scheduled to expire.

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️

1. Investment
2. Time
3. Income tax

Working tax efficiency into your financial strategy Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

Easter blessings to you and your loved ones!

Happy Resurrection Sunday! Wishing you and your family a very blessed Easter.

Blessings to you on this day of reflection and gratitude.

Today we remember Jesus’ sacrifice for us.

Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?

Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.

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With tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

TCJA set to expire: Tax moves to consider if you're nearing or in retirement As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing widened tax brackets, tax rates, deductions and exemptions for the basis of your future planning.

Josh and Ellen have a heart for philanthropy. Thrivent was able to help them connect their finances with their love of giving back. Wondering how to align your finances with your values? We can help. Get started here: https://bit.ly/3UzhNRG

Whether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇

If you’d like to have a discussion about retirement planning, let’s connect.

Bring your retirement into focus Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

How to plan for taxes in retirement Tax-efficient strategies

Thrivent’s Mutual Fund Contact Center team has received the 2023 DALBAR Service Award for the fourth consecutive year. This comprehensive evaluation of contact centers pinpointed those demonstrating unparalleled excellence.

Learn more 👇

Thrivent recognized for best-in-class service for 4th straight year Thrivent strives to deliver best-in-class service to our clients, which is why we’re thrilled to announce our recent recognition as a winner for the fourth consecutive year of the DALBAR Mutual Fund Service Award.

Maximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline.

For more details on IRA contribution limits. 👇

2023 IRA contribution deadline: There's still time to maximize your savings The calendar may be on the verge of flipping over to 2024, but you still can contribute to an individual retirement account (IRA), even after the new year dawns. The IRA contribution deadline is the same day your income tax return is due, not including extensions. So it's not too late to maximize…