David Petz - Thrivent

Have a fun and memorable Fourth of July celebration!

Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️

Maximizing Social Security for married couples: How it works & spousal strategies to consider For married couples, a smart Social Security strategy considers both spouses' projected benefits and life expectancies. Creating a claiming plan together can help you maximize your shared retirement income.

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

What are common mistakes people make when investing?​

1️⃣ Lacking diversification​
2️⃣ Trying to time the market​
3️⃣ Investing with your emotions​
4️⃣ Ignoring fees and taxes​

For more mistakes to watch out for and smart strategies to consider. 👇

6 common investing mistakes & how to avoid them If you're not a pro at investing, you can get tripped up. Here's what you need to know to sidestep common investment pitfalls and make the most of your money.

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.

Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

What is a variable annuity & how does it work? As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is designed to help you accumulate assets for the long-term with the option of converting those savings into a lifetime income stream in retirement.

There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities:

👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster.
👉 It could supplement other sources of guaranteed income, like Social Security or a pension
👉 It could provide a stable and predictable income source to cover your essential expenses in retirement.

To learn more about fixed annuities: https://bit.ly/4kBW6tN

Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

Markets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

June 2026 Market Update: Stocks and inflation keep rising Positive equity momentum continues, tempered by concerns around inflation, consumer resilience, and global conflict.

Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:​

✔️ Portfolio diversification​
✔️ Understanding your risk tolerance and adjusting over time​
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s​

Learn more about investing for retirement. ⬇️

How to invest for retirement: Account types & strategic moves Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.