Devin Riley - Thrivent

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

Take a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points:
• January’s data highlights that an economic soft landing was achieved
• U.S. Federal Reserve may continue to be conservative on raising interest rates this year
• There is anticipation of sustained economic growth

www.thriventfunds.com

Going through a transition in life is not always easy. Your finances don't need to create additional stress. When Debi was going through a difficult time, Thrivent provided guidance to help her take control of her finances.

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…

Thrivent transformed the way Emilia thinks about money and she is using that knowledge to instill valuable financial lessons in her daughters. How are you teaching your children the value of money?

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

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.

At Thrivent, joint field work—a practice where early-career financial advisors partner with experienced financial advisors—is encouraged. Simrin found it made all the difference and gave her the knowledge, confidence and wisdom to thrive on her own.

Discover all the ways Thrivent financial advisors are supported in their career: https://thriventcareers.com/jointfieldwork

As major life events occur, they can change your life insurance needs. It’s important to safeguard what you have today while planning for the road ahead.

See thrivent.com/social for important disclosures.

Milestones are a great way to help track your progress towards your financial goals. Whether it’s building up your savings or paying down debt, they can help keep you on track. Best of all, they let you celebrate your wins along the way. How do you celebrate your milestones?

Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do to honor his legacy in your community?

The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.

Attend an exclusive event, The New Retirementality, with Retirement Coach Mitch Anthony on Jan. 9

Get a new return on life (ROL) by gaining a fresh perspective on what retirement can really look like. Mitch will help you define your retirement goals and learn how to achieve the freedom to pursue them.

Register today: https://bit.ly/TheNewRetirementality

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

Does your bank account need a fresh start? Make a New Year’s resolution to build healthier money habits and boost your savings in 2024.

Sign up for Money Canvas, a free 1-on-1 coaching program from Thrivent. Learn to spend less and save more without sacrificing what you love 👉 thrivent.com/moneycanvas

New year = new you.

Make a resolution to complete 3 free Money Canvas coaching sessions by March.

Work 1-on-1 with a coach to see where your money is going, commit to healthier habits, and stay motivated to follow through.

Learn more 👉 thrivent.com/moneycanvas

Sending heartfelt wishes to you and your family for a celebration full of wonder and joy. Merry Christmas! ✨

Deck the halls without breaking the bank. Explore these top holiday shopping tips to
make it a meaningful holiday, not a financially stressful one: https://bit.ly/41uUzNV

Read Thrivent's 2024 Market Outlook to learn more about why despite uncertainties, a resilient U.S. economy and easing inflation hint at a positive 2024.

2024 Market Outlook: Getting back to business In addition to slowing interest rate hikes and lowering inflation, learn the reasons why and when we expect a soft landing with the economy in 2024.

As we reflect on 2023, the economy’s resilience against significant headwinds stands out, showcasing its underlying strength. Curious about what 2024 might bring? Dive into Thrivent’s December Market & Economic Update for valuable insights. Choose between highlights or the full recording to suit your schedule and get ready for the new year. 👇

Thrivent Market & Economic update Gain insights from Thrivent investment leaders on the latest economic trends and market performance.