News and Insights
It was a pleasure to spend the evening with so many familiar faces and new connections at the Island Inn in Vineyard Haven.
Having grown up on Martha's Vineyard, opportunities to connect here are especially meaningful. Thank you to everyone who joined us for an evening of tennis, conversation, and community. I'm grateful for the opportunity to reconnect with so many wonderful people and a place that has always meant so much to me. I look forward to seeing you again at a future event!
Are today's markets making you wonder how to navigate your financial strategy?
Join us this Tuesday at 12:30 p.m. or 8:30 p.m. Eastern for a livestream of Thrivent's Market and Economic Update, presented by Thrivent leaders.
Gain insights into the current market environment and hear Thrivent's perspective on what recent economic trends may mean for you.
Register here to attend the event or receive a recording: https://bit.ly/4wFIAvn
No products will be sold. For disclosure information, see Thrivent.com/social. 5688040.3
š¤ Meet the Team at the Capitol Region Group.
Our team is dedicated to helping clients navigate their financial journey with clarity, confidence, and purpose.
As part of a Fortune 500 company that places generosity at the heart of saving and investing, we believe financial planning is about more than growing wealthāitās about helping people live generously and make a lasting impact.
For disclosure information, see Thrivent.com/social.
#MeetTheTeam #FinancialPlanning #WhereMoneyMeansMore
Investment Truth #2: Emotions Are the Enemy of Returns
Investing involves risk, including the possible loss of principal. For additional disclosure information, see Thrivent.com/social.
#FinancialFreedom #InvestingInsights #SummerStrategy
āļø A Summer of Meaningful Impact
Summer is a great time to come together, support local causes, and make a meaningful difference. Small acts of generosity can have a lasting impact on the communities we call home.
Put #GenerosityInAction this summer by leading a #ThriventActionTeam! Explore ideas, tools, and inspiration for your next community project through the Thrivent Action Teams Hub: https://bit.ly/42ms9o4
For disclosure information, see Thrivent.com/social.
#CommunityFirst #GivingBack #SummerGiving #ThriventActionTeam #MakeADifference
š Happy 4th of July!
As we celebrate our nationās independence, we are reminded that planning for the future is one of the ways we help protect the people and dreams that matter most.
Wishing you a day filled with pride, gratitude, and time well spent with family and friends. ā¤ļøš¤š
š Fireworks Safety Reminder for July 4th š
As Independence Day approaches, the safest way to enjoy fireworks is by heading to a local community fireworks display or celebration.
If you choose to use fireworks at home, keep safety top of mind:
ā¢ Never allow children to handle fireworks
ā¢ Always follow package instructions
ā¢ Keep a bucket of water or hose nearby
ā¢ Wear eye protection when lighting fireworks
ā¢ Light one at a time and never relight a ādudā
ā¢ Store fireworks safely away from children and pets
ā¢ Keep pets indoors to protect them from noise and injury
Celebrate safely so everyoneāincluding your furry friendsācan enjoy the holiday. āØ
āļø Summer is a season for making memories, enjoying time with those who matter most, and celebrating the resilience that has shaped our nation's story. That same spirit of resilience can also serve as a meaningful reminder when it comes to investing.
Throughout July, we'll be sharing Five Truths of Investing from Wealth Advisor Sam Changātimeless principles that encourage a disciplined, long-term approach to investing.
We're kicking off the series with Investment Truth #1: Be Thoughtfully Contrarian. Read today's insight to discover why thinking independently can be an important part of a long-term investment strategy.
Investing involves risk, including the possible loss of principal. For additional disclosure information, see Thrivent.com/social.
#FinancialFreedom #InvestingInsights #SummerStrategy
Why Insurance Can Be a Financial Lifesaver
Insurance plays an essential role in a strong financial plan. š”ļø Regularly reviewing your coverage can help ensure you and your loved ones are protected against lifeās unexpected moments while also supporting your long-term financial goals. For disclosure information, see Thrivent.com/social. #InsuranceAwareness #FinancialWellness
ā° Last Chance to Register ā Savvy Social Security
Tuesday, June 30 at 1:00 p.m. & 7:30 p.m.
Register today: https://bit.ly/Savvy_SS
When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.
Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.
No products will be sold. See Thrivent.com/social for additional disclosures.
Today is Insurance Awareness Day ā a reminder to take a closer look at your coverage and ensure youāre prepared for lifeās unexpected moments. Protecting what matters most starts with having the right plan in place. š”ļø
For disclosure information, see Thrivent.com/social.
#InsuranceAwarenessDay #FinancialProtection #Insurance
āSuccess is the sum of small efforts, repeated day in and day out.ā
#FinancialFriday #Saving
Savvy Social Security
Tuesday, June 30 at 1:00 p.m. & 7:30 p.m.
Register today: https://bit.ly/Savvy_SS
When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.
Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.
No products will be sold. See thrivent.com/social for additional disclosures.
š Wishing Cindy Clark, Capitol Region Group Office Professional a Very Happy Birthday! š
Weāre so grateful to celebrate you and the important role you play within the Capitol Region Group.
Your dedication, kindness, and commitment to both clients and colleagues are deeply appreciated. You make a meaningful difference each day, and we are fortunate to have you on the team.
Wishing you a birthday filled with joy, relaxation, and well-deserved celebration. Thank you for everything you do! š
ā° Last Chance to Register ā Savvy Tax Strategies
Tuesday, June 23 at 1:00 p.m. & 7:30 p.m.
Register today: https://bit.ly/SavvyTaxes
Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share.
When it comes to taxes and your retirement, a little knowledge can go a long way ā and may even help you keep more of your hard-earned money.
Join us for this virtual workshop, Savvy Tax Strategies, where weāll simplify key concepts and discuss strategies that may help create a more tax-efficient retirement approach.
No products will be sold. See Thrivent.com/social for additional disclosures.
Happy Fatherās Day from the Capitol Region Group š
Today we celebrate the dads, grandfathers, mentors, and father figures who lead with strength, support, and love. Thank you for the guidance, encouragement, and unwavering support you provide todayāand every day.
#FathersDay #CelebrateDad #Family
As summer approaches, itās a meaningful time to focus on connection, community, and the lasting impact of giving back.
Put #Generosity in Action this summer by leading a #ThriventActionTeam! Explore ideas, tools, and inspiration for your next project through the Thrivent Action Teams Hub.
For disclosure information, see Thrivent.com/social.
Happy #Juneteenth!
On behalf of the Capitol Region Group, we recognize Juneteenth as an important day in our nationās history and join in honoring the values of freedom, unity, and continued progress.
Savvy Tax Strategies
Tuesday, June 23 at 1:00 p.m. & 7:30 p.m.
Register today: https://bit.ly/SavvyTaxes
Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share.
When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money.
Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy.
No products will be sold. See Thrivent.com/social for additional disclosures.