Sarah Hoffman - Thrivent

06/04/2026

Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.

The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0

If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.

See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

06/03/2026

Taxes play a big role in how far your money can go in retirement.

Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.

Read more: https://bit.ly/3MybMCS

Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.

06/02/2026

Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for this stage of life.

➡️ Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon and your risk tolerance. Together, they can reveal whether your current allocation still supports what you need in the years ahead.

If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy together and build a financial plan that supports you now—and throughout retirement.

See thrivent.com/social for important disclosures.

05/27/2026

Here are questions to consider when investing:​

✔️ What are your financial goals?​
✔️ How much can you afford to invest?​
✔️ What is your risk tolerance?
✔️ How can you help ensure your portfolio is diversified for long-term growth?​

Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.​

See thrivent.com/social for important disclosures.

05/26/2026

It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​

1️⃣ What are you investing for?​
2️⃣ What is your time horizon?​
3️⃣ What is your risk tolerance?​

If you’re looking for a professional to help you with your investing strategy, let’s talk.​

See thrivent.com/social for important disclosures.

05/25/2026

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

05/21/2026

Thrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why staying diversified and focused on fundamentals remains important.

Moderating growth, steady inflation and ongoing global uncertainty are shaping our outlook.

05/20/2026

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...

05/19/2026

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️

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.

05/14/2026

Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.

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Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to build returns at the same time. Neither a MYGA or CD is tied to market performance, but both can offer competitive yields.