Peter Pius- Thrivent Financial

04/03/2026

01/28/2026

A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.

A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.

Find out more: https://bit.ly/4hmPFKV

01/27/2026

The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises.

Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers.

➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss.

See thrivent.com/social for important disclosures.

01/26/2026

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep more of your earnings are at hand.

01/25/2026

“'For I know the plans I have for you,' declares the Lord, 'plans to prosper you and not to harm you, plans to give you hope and a future.'” - Jeremiah 29:11

01/24/2026

🏡 Your financial house should be built to last—and you can make it stronger with the right help.

Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve

Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.

See thrivent.com/social for important disclosures.

01/23/2026

Saving for retirement? Here’s something to consider: different accounts come with different tax implications.

By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).

Get in touch to discuss the right approach for your unique situation.

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.

01/21/2026

What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.

Looking ahead to 2026, we anticipate steady growth, resilient markets and AI-driven opportunities.

01/19/2026

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇

Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.

This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt

Let’s review your strategy together and make sure your investments support your next chapter.

01/18/2026

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.

01/18/2026

"I will instruct you and teach you in the way you should go; I will counsel you with my loving eye upon you." - Psalm 32:8

01/17/2026

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with meaningful conversations with your beneficiaries, ensuring your intentions are understood and your values live on.