News and Insights

Home
Resources
News and Insights

Home
...
News and Insights

Integrity, Generosity and Wealth: A Faith-Based Approach to Business

At the Capitol Region Group of Thrivent, we believe our greatest privilege is to lead with principle, serve with humility, give generously, and steward wealth with wisdom. Our values shape the way we serve you. Connect with us today to see how faith and financial guidance can work hand in hand to help you build a meaningful future. 👉 Contact our office today to begin your purposeful planning journey—(860) 474-3600. For disclosure information, see Thrivent.com/social.

October 25 encourages #MakeADifferenceDay 🌟 Today, millions come together to create positive change! How will you make an impact in your community or support a cause close to your heart? #LiveGenerously #BeTheChange

Busting Seven Myths About State 529 Plans

Families often underestimate the value of starting a 529 plan early. Whether your child is in pre-K, middle school, or high school, now is an ideal time to take advantage of the plan’s tax benefits and compounding growth. A proactive approach today can significantly reduce the financial burden of tomorrow’s college expenses. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing. For additional disclosure information, see Thrivent.com/social. #CollegeSavings

A 10-Year Retirement Planning Checklist

With 10 years to go, every decision counts when it comes to planning for your retirement. Karen Birr, manager of advice services of Thrivent, reminds us that strategies like “catch-up” contributions can help boost your savings and approach retirement with confidence and clarity. Begin building your ideal retirement today—connect with our office to craft a customized roadmap for your future. For disclosure information, see Thrivent.com/social. #CRGThrivent #RetirementPlanning #GoldenYears

There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

The fight against breast cancer unites us all—through love, courage, and hope for a brighter tomorrow. This October, we raise awareness and strengthen the hope for a cure, celebrating the resilience of every fighter and survivor. 💗 #BreastCancerAwarenessMonth #Hope #Strength

Michelle Theiss Joins the Capitol Region Group of Thrivent as Director of Operations We are excited to welcome Michelle Theiss as the Director of Operations for The Capitol Region Group of Thrivent. A West Virginia native now residing in Eastern Ohio, Michelle brings over 15 years of experience in the financial services industry, with a strong focus on operations while also gaining insight into all aspects of the field. She earned both her MBA and a Master of Organizational Leadership from West Liberty University. "We’re thrilled to have Michelle join us as our Director of Operations," said Kathy Crager, RICP®️, Financial Advisor of the Capitol Region Group. "She brings with her years of industry and management experience, and we know that our clients and our team will benefit by having her by their side to facilitate an excellent client care experience." Michelle is passionate about giving back to her community and currently serves as Board Treasurer for a local non-profit organization. She enjoys volunteering her time and cherishes opportunities to spend quality moments with her family, extended family, and friends. Her favorite quote is from Maya Angelou: “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Michelle shares, “I’m thrilled to join this exceptional team as Director of Operations with Capitol Region Group. With 15 years in the financial services industry, I’m excited to bring my experience to a firm that shares my commitment to excellence, innovation, and growth.” Please join us in welcoming Michelle to the team!

FAFSA Advice for 2025

🎓 The new federal financial aid application opened on October 1—and getting a head start could mean more opportunities for aid. Learn why applying early matters. For disclosure information, see Thrivent.com/social.

College Planning Strategies workshop Thursday, October 16 Two opportunities to attend: 1:00 and 7:00 p.m. ET There's still space available at our free College Planning Strategies workshop this Thursday, October 16. Tune in for exclusive insights from Financial Advisor Bill Leach, CKA®️—and learn how to build a strong strategy for college admissions, academics and financials. Together, let's start your college planning journey. Sign up today. Email capitolregiongroup@thrivent.com and specify the session that works best for you. No products will be sold. For disclosure information, see Thrivent.com/social. 27878-17 R12-20

Today, we celebrate exploration while reflecting on the rich and diverse histories that shape our world. Happy #ColumbusDay! 🌎✨

October 12 marks #NationalSavingsDay! 💰 Empower yourself with simple strategies to save smarter, plan ahead, and build confidence in your financial future. No matter your financial goals, Todd Financial Associates is here to help you create a personalized savings strategy for a brighter tomorrow. #CRGThrivent #SmartSaving #FinancialWellness

October 10 observes #WorldMentalHealthDay 💚 Today is a reminder to prioritize your well-being. Take a moment to check in with yourself and your loved ones—mental health matters every day. #SelfCare #MentalHealthAwareness

4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

College Planning Strategies workshop Thursday, October 16 Two opportunities to attend: 1:00 and 7:00 p.m. ET Are you a student or a parent of a college-bound student? Join us for a free College Planning Strategies workshop on Thursday, October 16, and hear exclusive insights from Financial Advisor Bill Leach, CKA®️. During this event, guests will explore the 3 steps of college planning: admissions, academics and financials. Sign up today. Email capitolregiongroup@thrivent.com and specify the session that works best for you. No products will be sold. For disclosure information, see Thrivent.com/social. 27878-17 R12-20

Your Money This Week: What Just Happened and What to Do Next

From a government shutdown to adjustments in Social Security payments, here’s the latest financial news that could affect your wallet—and tips to help you prepare for the week ahead. For disclosure information, see Thrivent.com/social.

FAFSA Updates for 2026-27 Application: What Families Should Expect This October

The 2026–27 FAFSA is officially open! 🎓 ✨ New this year: • Streamlined account setup and application start • Updates from the “One Big, Beautiful Bill” changing how some families report income Get started today! Reach out to our office with any questions or for guidance in planning your loved one’s future education. For disclosure information, see Thrivent.com/social. #FAFSA #FinancialAid #CollegePlanning

Mark your calendar for a livestream of Thrivent’s Market & Economic Update on Tuesday, October 14 at 12:30 p.m. ET. Hear from Thrivent’s investment leaders as they share insights on the health of today’s economy, the impact of global geopolitical events, inflation, and interest rates—and what it all means for your investments. The more you know, the better you can plan for what’s next. Don’t miss this opportunity to stay informed. Reserve your seat today 👉 https://bit.ly/46ru547 No products will be sold. See Thrivent.com/social for important disclosures.

☕ Happy National Coffee Day! Whether it’s your morning pick-me-up, an afternoon boost, or an opportunity to connect with a friend, coffee has a way of bringing people together. Today’s the perfect day to treat yourself—and maybe even support your favorite local coffee shop while you’re at it. Are you a latte lover, espresso enthusiast, or classic black? Share your favorite! 👇

“Wealth consists not in having great possessions, but in having few wants.” #FinancialFriday