Walt Morgan - Thrivent

09/08/2026

Does it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️

Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.

For Millennials in particular, learning how to set financial goals can help reduce stress and make dreams like a first home or saving for retirement possible.

09/04/2026

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

09/02/2026

A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-employed professional. Learn more about how it works and how it compares to other retirement plans here: https://bit.ly/3SIE9RK

08/31/2026

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V

Let's chat about all the retirement plan options available to you and find the one that best meets your needs.

08/29/2026

A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mF

Let’s start building a succession strategy that fits your vision.

08/27/2026

We asked. You voted. We listened.

Chosen by our community and inspired by the spirit of living generously, this year's winning T-shirt design is officially here.

Thank you for every vote, comment and show of support.

08/25/2026

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/4qauUq7

See thrivent.com/social for important disclosures.

08/24/2026

An annuity can guarantee income in retirement. In an uncertain world, annuities offer predictable retirement income and can help ensure you don’t outlive your savings. They also offer tax advantages and are customizable to your unique financial situation. Learn some of the basics about annuities here: https://bit.ly/4goM2pe
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Let’s discuss how an annuity can fit into your retirement income strategy.

08/21/2026

No financial plan is truly complete without an extended care strategy—and here’s why.

Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as:

✅ Insurance
✅ Government programs
✅ Self-funding

The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan.

See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

08/19/2026

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.