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News and Insights

With #NationalInsuranceAwarenessDay approaching on June 28, it’s a great time to check in on your insurance coverage. As life changes, your insurance needs may too. Whether it’s life, health, home, or auto coverage, making sure your policies are up to date is an important part of staying financially prepared for the road ahead. Questions about your current coverage? Reach out to us today at (260) 450-5466—we’re ready to help you navigate your options with clarity and confidence! For disclosure information, see Thrivent.com/social. #InsuranceAwareness #ProtectWhatMatters #FinancialWellness #PlanWithConfidence #NationalInsuranceAwarenessDay

In observance of Juneteenth, our Thrivent offices will be closed today, Thursday, June 19. Join Capitol Region Group as we celebrate this important day—a time to reflect on freedom and renewal.

Savvy Social Security Tuesday, June 24 at 1:00 & 7:30 p.m. EST 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.

Now Live! Capitol Region Group Financial Advisor Kathy Crager explores the vital role life insurance plays in a holistic financial strategy. In this newly released video, she highlights how the right coverage can protect your loved ones and provide lasting financial confidence. 📲 Watch the full video on our website: https://bit.ly/4lvfwkP For disclosure information, see Thrivent.com/social.

June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

The Capitol Region Group wishes a Happy Father’s Day to all the amazing dads! Today, we celebrate the strength, guidance, and heart you bring to your families and communities. Thank you for the meaningful impact you make every day. Wishing you a day filled with appreciation and joy!

Thank you to all of our valued clients who attended the recent Hartford Yard Goats game! We truly appreciate the opportunity to connect and spend time together outside of the office. A special congratulations to Kirsten Faulkner and Kurt Hassett, winners of the Yard Goats jersey raffle. We hope you enjoy your new gear and thank you again for being part of the Capitol Region Group community.

Capitol Region Group, Financial Advisors in West Hartford, CT | Thrivent

Curious about how we help clients navigate their financial journey? Take a moment to meet our team, explore upcoming events, and see how we work together to support your goals. 👉 Visit our website! https://bit.ly/4dJaYUU For disclosure information, see Thrivent.com/social. #CRGThrivent

Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

There’s still time to register for our upcoming online webinar—don’t miss out! Savvy Tax Strategies Tuesday, June 10 at 1:00 & 7:30 p.m. EST 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.

Celebrate National Doughnut Day with a sweet gesture! 🍩 Today isn’t just about enjoying your favorite treat—it’s a chance to spread a little joy. Pick up a dozen and share them with: - Local first responders - A nonprofit or community organization you care about - Friends, family, or anyone who could use a smile A small act of kindness can go a long way—and it’s even better with sprinkles. #NationalDoughnutDay #Kindness

12 Habits to Help You Reach Financial Freedom

Pave the way to financial freedom by adopting key financial habits. Connect with our team of professionals today to take the next step https://bit.ly/4dJaYUU. For disclosure information, see Thrivent.com/social.

Put #Generosity in action this summer by leading a #ThriventActionTeam! Whether you're passionate about giving back, building community, or meeting local needs, the Thrivent Action Teams Hub is your go-to resource for ideas and inspiration. Explore now: https://bit.ly/42ms9o4 For disclosure information, see Thrivent.com/social.

Savvy Tax Strategies Tuesday, June 10 at 1:00 & 7:30 p.m. EST 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.

The Capitol Region Group of Thrivent: Where money means more Financial clarity isn’t just about numbers. It’s about aligning your values, goals, and faith with your financial decisions—so that every dollar serves a purpose. Join our team of established financial professionals in building a strategy that gives you confidence in your future and peace in your present. Visit our website to meet our team and explore how we collaborate with clients: https://bit.ly/4dJaYUU. #Thrivent #WhereMoneyMeansMore #FaithAndFinance #FinancialClarity #PurposeDrivenFinance For disclosure information, see Thrivent.com/social.

"Don’t let the fear of losing be greater than the excitement of winning." #FinancialFriday

How to invest during a market downturn

Choosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest. Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.

Supplemental disability insurance: What it is and when you need it

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

This Memorial Day, we remember with gratitude the brave souls who made the ultimate sacrifice for our freedom.