David Petz - Thrivent

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️

7 ways to help reduce your taxable income Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep more of your earnings are at hand.

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇

Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.

This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt

Let’s review your strategy together and make sure your investments support your next chapter.

Did you know you have until April 15 to maximize your IRA contributions for the 2025 tax year? 📅​

Work towards the retirement lifestyle you want to have by saving more now.​

See thrivent.com/social for important disclosures.

Spring cleaning isn't just for your home – it's the perfect time to declutter your finances, too. Check out these 8 simple steps to help you tidy up your money habits and set the stage for financial growth. >> https://bit.ly/4htPeNa

Curious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇

Retirement savings by age: What's average & what's recommended Learn how much people have saved for retirement by age, on average, and what those numbers can (and can't) tell you. Contact a financial advisor

Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn

Markets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.

March 2026 Market Update: Wobbling stocks, stronger bonds Heightened geopolitical and market uncertainty in February pushed investors toward bonds and commodities.

April 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️

2026 IRA contribution deadline: There's still time to maximize your savings The calendar has officially flipped to 2026, but you can still contribute to an Individual Retirement Account (IRA) for the 2025 tax year.

Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️

See thrivent.com/social for important disclosures.

Wishing you a day filled with kindness, connection and love. Happy Valentine’s Day!

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.

Explore your options below and let’s connect to keep your goals on track as interest rates change.

The cost of cash: Where to invest when interest rates shift Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial advisor