Jo Moore - Thrivent

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Jo Moore - Thrivent At The Gandy Group of Thrivent, we believe money is a tool, not a goal. Let’s connect if you have questions.

With Christian values at our core, we help people be wise with money and live generously, using investments, insurance, and financial planning. Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. F...
10/19/2026

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. ⬇️

Offering donations to charities and organizations is one of the best ways to live your values and transform the lives of future generations. By donating to charity in your will, you can continue helping the causes you care about most and leave a lasting legacy.

Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A don...
10/18/2026

Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.

A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.

Explore whether a DAF is right for you. ⬇️

Learn how donor-advised funds work, the potential tax benefits, and how DAFs can help you support the causes you care about with charitable giving.

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies a...
10/17/2026

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and how they can help you support the causes you care about in a tax-efficient way.

You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
10/16/2026

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…

Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting lega...
10/15/2026

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.

Higher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and...
10/15/2026

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.

Relationships are at the heart of every successful financial practice.If you're someone who enjoys making connections, g...
10/14/2026

Relationships are at the heart of every successful financial practice.

If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.

Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8

A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular o...
10/13/2026

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.

Between ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super ca...
10/12/2026

Between ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:

• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.

Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess ...
10/11/2026

If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps.

See thrivent.com/social for important disclosures.

Address

9600 Koger Boulevard N Ste 206
Saint Petersburg, FL
33702

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