Roger Williams - Thrivent Financial

10/17/2026

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. ⬇️

Qualified charitable distributions (QCDs) allow people 70½ or older to donate required minimum distributions (RMDs) from an individual retirement account (IRA) and gain potential tax benefits.

10/15/2026

You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️

A life insurance contract can provide essential protection for your loved ones. However, it can also allow you to make a greater impact with your money, helping to support causes and organizations close to your heart. By donating life insurance to charity, you can make a difference for many…

10/13/2026

Higher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️

Resilient growth, higher rates, energy-driven inflation and the AI investment boom are shaping the market outlook.

10/10/2026

"The Lord is my strength and my defense; he has become my salvation." - Psalm 118:14

10/08/2026

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. ⬇️

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

Discover how charitable bunching can help you make the most of your generosity and unlock valuable tax savings. Learn how this strategy works, who it benefits and how to get started.

10/06/2026

A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.

Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.

For additional interest rates and other important information: https://bit.ly/4fIaSQk

See thrivent.com/social for important disclosures.

10/03/2026

If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning.

See thrivent.com/social for important disclosures.

10/01/2026

You don’t need all the answers before you start your financial planning journey.

Sometimes, the first step is simply talking through what matters most.

Let's connect, zero in on your goals and start financial planning to help you reach them.

See thrivent.com/social for important disclosures.

09/29/2026

What could your future look like with the right plan?

Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.

Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.

See thrivent.com/social for important disclosures.

09/26/2026

"For we live by faith, not by sight." - 2 Corinthians 5:7