Jackie Breed- Thrivent

06/03/2026

Charitable giving strategies aren’t just for the wealthy—they’re for anyone who wishes to make a meaningful impact.

Whether you give a little or a lot, a thoughtful approach can help you support the causes you care about, minimize your tax burden and build a lasting legacy of generosity.

Let’s discuss how charitable giving can become a cornerstone of your financial future.

See thrivent.com/social for important disclosures.

06/02/2026

Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.

Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g

06/01/2026

Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.

Explore your options for donating through your will: https://bit.ly/4nkZ47d

05/31/2026

Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.

To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.

Explore whether charitable bunching is right for you: https://bit.ly/43xqhw6

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

05/30/2026

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.

05/30/2026

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.

05/29/2026

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

05/28/2026

Reliable compensation. Comprehensive benefits. Flexibility to thrive.

As a Virtual Financial Advisor at Thrivent, you’ll do work that matters in a culture that’s shaped by our values: empathy, gratitude, authenticity, impact and commitment.

If you’re passionate about helping others and searching for a career that reflects these values, we welcome you to apply.

Start your journey ➡️ thriventcareers.com/47r1hb6

05/27/2026

If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

05/26/2026

Many people think long-term care is only for later in life—but your 40s and 50s can be the best time to plan ahead. Together, let’s make sure your future health care needs and associated costs are addressed.

See thrivent.com/social for important disclosures.