Trinity Advisor Group - Thrivent

06/24/2026

Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

06/19/2026

If you didn’t contribute to Social Security, there are still ways to help ensure you have enough to last you through retirement. Together, we can review your financial plan and discuss ways you can create additional income streams in retirement to supplement your savings.​

See thrivent.com/social for important disclosures.

06/17/2026

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more risk than you intended. Learn how portfolio rebalancing helps realign your investments with your goals and may keep your strategy on cours...

06/15/2026

What are common mistakes people make when investing?​

1️⃣ Lacking diversification​
2️⃣ Trying to time the market​
3️⃣ Investing with your emotions​
4️⃣ Ignoring fees and taxes​

For more mistakes to watch out for and smart strategies to consider. 👇

If you're not a pro at investing, you can get tripped up. Here's what you need to know to sidestep common investment pitfalls and make the most of your money.

06/12/2026

There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

06/10/2026

Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next.

Markets can be unpredictable, with ups and downs that can make even the most seasoned investors uneasy. But the good news? You don’t have to let market swings derail your financial future. Rather than reacting to every dip or surge, understanding that market fluctuations are part of the process…

06/08/2026

Markets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

Positive equity momentum continues, tempered by concerns around inflation, consumer resilience, and global conflict.

06/05/2026

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:

👉 Income in retirement
👉 Risk-based options
👉 Tax-deferred growth
👉 Optional rider benefits

For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months or years, a deferred annuity provides you with flexibility and an opportunity for growth. Payments from your deferred annuity can begin one.....

06/03/2026

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.

Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is designed to help you accumulate assets for the long-term with the option of converting those savings into a lifetime income stream in retirement.