News and Insights
Misty Morris’s Tailgating for a Cause launch party was a huge success this past weekend! She brought her incredible community together to kick things off in a big way — watching the Razorbacks and giving back with heart.
We proudly partnered with @7hillshomelesscenter to support their mission, and the outpouring of both monetary and physical donations was nothing short of amazing.
This event showcased just how strong Misty’s community is — and how powerful things can be when people come together for a cause.
Thank you to everyone who showed up, supported, and made this event one for the books. We’re already looking forward to next year!
Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings.
Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB
Wealth transfer strategies: How to leave assets to your loved ones
Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!
Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone.
This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD
Estate planning guide: Essential documents & checklist
As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk
If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit.ly/4lHdDRL
We had the entire team together — live and in person — in Florida! From capturing new team photos to visiting Back to Nature Wildlife Refuge and enjoying a hilarious evening at their hosted Sleuth’s Mystery Dinner, this trip was all about bonding, laughter, and making unforgettable memories.
Grateful for the time shared, the stories told, and the connections strengthened.
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.
Planning ahead for long-term care costs you may have in retirement can help you avoid dipping into retirement savings you’ve designated for everyday expenses and financial goals you’d like to reach. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/4cHMafC
Knowing you have a plan for the future feels good.
Planning for extended care is an opportunity to think about your future health care needs and associated costs. Receive care on your own terms by making your wishes clear. This can help prevent stress for you and your loved ones. Let’s connect if you’d like to discuss further.
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56