Zander Holman - Thrivent

08/13/2026

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

08/10/2026

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.

Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.

A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

07/16/2026

Economic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️

A look at the market environment and investment themes expected to drive Q3 2026.

07/13/2026

Thinking about purchasing disability income insurance coverage? It can help protect a portion of your income if illness or injury interrupts your ability to work. But there are other considerations to make before purchasing.​
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Let’s set up time to discuss if disability income insurance is right for you.​

See thrivent.com/social for important disclosures.

07/09/2026

You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c

07/06/2026

Are you wondering how you should react to recent market swings? If so, tune in for Thrivent’s live Market & Economic Update on July 14. Fresh insights are always helpful, so save your spot: https://bit.ly/4eItpdi

No products will be sold. See thrivent.com/social for important disclosures.

07/04/2026

Have a fun and memorable Fourth of July celebration!

06/21/2026

Sending love and gratitude to all the dads and father figures who made us who we are today. Happy Father’s Day!

05/28/2026

In a conversation with Bjorn Larson, Thrivent’s Director of Financial Education, author and financial expert Sahil Bloom shared an important reminder: more money doesn’t always lead to more fulfillment.​

When your money is connected to the life you want and the people you care about, it’s easier to feel confident about what “enough” looks like for you.​

Watch the full interview to discover more insights from Sahil about the connection between money, purpose and happiness: https://bit.ly/3RPjcE5

05/25/2026

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