James Thayer - Thrivent

09/03/2026

Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN

09/01/2026

A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mF

Let’s start building a succession strategy that fits your vision.

08/27/2026

A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-employed professional. Learn more about how it works and how it compares to other retirement plans here: https://bit.ly/3SIE9RK

08/22/2026

What if your ability to work as a business owner was impacted due to illness or injury?

Disability income insurance helps replace part of your income if you get sick or hurt and are unable to work for a period of time. And there are coverage options available for business owners.

Explore how disability income insurance could help protect your livelihood as a business owner: https://bit.ly/4gPbi8e

08/20/2026

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V

Let's chat about all the retirement plan options available to you and find the one that best meets your needs.

08/13/2026

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

08/11/2026

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

08/01/2026

Curious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇

Learn how much people have saved for retirement by age, on average, and what those numbers can (and can't) tell you. Contact a financial advisor

07/30/2026

Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals.

See thrivent.com/social for important disclosures.

07/25/2026

An annuity can guarantee income in retirement. In an uncertain world, annuities offer predictable retirement income and can help ensure you don’t outlive your savings. They also offer tax advantages and are customizable to your unique financial situation. Learn some of the basics about annuities here: https://bit.ly/4goM2pe
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Let’s discuss how an annuity can fit into your retirement income strategy.