Insights
Charitable giving strategies aren’t just for the wealthy—they’re for anyone who wishes to make a meaningful impact.Whether you give a little or a lot, a thoughtful approach can help you support the causes you care about, minimize your tax burden and build a lasting legacy of generosity.Let’s discuss how charitable giving can become a cornerstone of your financial future.See thrivent.com/social for important disclosures.
Clients and Friends, after five and a half years at Brick Street Financial Group, Kaitie is preparing for a new professional opportunity.Before she begins her next role with Scouting America, we are taking time to celebrate her time at the office and the relationships she's built with many of you along the way.Please join us for an informal open house to enjoy some refreshments and wish Kaitie well.Thursday November 12th 9:00-11:00 am110 East 2nd Street Washington, KSWe hope you'll stop by and help us celebrate Kaitie's time at Brick Street!
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.Explore whether charitable bunching is right for you. ⬇️Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.Learn more: https://bit.ly/4z4ieF3Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2026! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come. Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
Exciting news! 🎉Thrivent will provide an all-time high $605 million payout of dividends and nonguaranteed policy enhancements to clients with membership in 2027.This is one of the meaningful ways we continue to deliver value to our clients, keeping them at the heart of everything we do.Learn more: https://bit.ly/4z4ieF3Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Inflation, higher interest rates and rapid advances in AI are shaping the economy—and could affect your financial reality. Watch Thrivent’s recent Q4 Market & Economic Update for a clear look at what’s happening and why staying focused on your long-term goals matters: https://bit.ly/4eh5DWvReach out if you have questions or want to talk through your strategy.
If you’re interested in understanding what today’s economy could mean for your financial life, watch Thrivent’s recent Q4 Market & Economic Update: https://bit.ly/4eh5DWv Key takeaways:☑️ The economy remains solid, but inflation and higher rates still affect consumers.☑️ AI is reshaping the economy and helping drive recent market growth.☑️ As change accelerates, stay grounded in your long-term goals.As a financial advisor, my role is to help you understand what these trends could mean for you, adjust your strategy when needed, and keep your goals in sight. Reach out if you have questions or want to take a fresh look at your approach.
What could give the economy momentum in 2027—and what could slow it down? Thrivent Chief Financial & Investment Officer David Royal explains why AI investment and strong employment offer reasons for confidence, while higher interest rates could create headwinds. Watch the clip: https://bit.ly/4eh5DWv
We are excited to partner with Jubilate Deo Music Academy again to present the community with a music recital. Mark your calendars and join us November 15th at 3:00 and/or 4:30 pm at St John's. Refreshments will be provided and donations to Washington County's food pantry are welcomed. #makeajoyfulnoise #brickstreetfinancial #communityservice
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
The choices you make during open enrollment can have a big impact on your financial goals for 2027 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
It may feel like summer outside, but it’s officially fall at the office! 🎃🍂 We’re embracing pumpkin season at Brick Street Financial!
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/4qauUq7See thrivent.com/social for important disclosures.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.This single premium fixed deferred annuity offers:• Dependable interest• Tax-deferred earnings• Protection from market riskContact me today if you want to discuss if this is right for you.For additional interest rates and other important information: https://bit.ly/4fFumVISee thrivent.com/social for important disclosures.
As Open Enrollment gets closer, now is the ideal time to review your Medicare coverage and discuss any questions you may have. Whether you're new to Medicare, preparing for retirement, or simply wanting a second opinion on your current coverage, I'm happy to help you better understand your options and how they fit into your retirement goals.Call the office 785-370-6200 or email lydia.cox@thrivent.com to schedule an appointment.#MedicareOpenEnrollment #RetirementPlanning #ThriventMedicare reviews are available by appointment. No products will be sold at this event or meeting.See thrivent.com/social for important disclosures.
A financial plan helps you make the most of what you have.It helps you move forward with confidence regardless of your income or net worth. Let's connect if you're ready to build yours.See thrivent.com/social for important disclosures.