News and Insights
⏰ A quick reminder to finalize and submit your tax return. Staying organized today helps support your financial goals tomorrow.
Happy Tax Day!
Your financial journey is unique, and having the right team beside you can make all the difference. Our team of experts is here to provide guidance, answer your questions, and help you move forward with confidence.
Contact our office today to start planning for what’s ahead at 860-474-3600.
For disclosure information, see Thrivent.com/social.
📊 Financial Tip for Financial Literacy Month
A simple but powerful habit: revisit your financial goals at least once a year.
As life evolves—career changes, growing families, shifting priorities—your financial plan should evolve too. Taking time to review your goals helps ensure you’re still on track for where you want to go.
This Financial Literacy Month, set aside a few minutes to check in on your plan and make any needed adjustments.
Our team at the Capitol Region Group is always here if you’d like guidance or a fresh perspective.
For disclosure information, see Thrivent.com/social.
⏰ Last Chance to Register! https://bit.ly/47K4qDP
Q2 Market & Economic Update
April 14, 2026 at 12:30 p.m. Eastern
Markets are moving, economic signals are evolving, and energy is back in focus. Join us for Thrivent’s Market & Economic Update—a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You’ll get practical guidance to help you feel more confident navigating today’s markets.
No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 36378M R3-26
“Saving must become a priority, not just a thought. Pay yourself first.” #FinancialFriday
Five Ways Trump’s 2025 Tax Bill Could Boost Your Tax Refund (or Shrink It)
💡 Did you know? Proposed federal tax legislation could impact your next tax filing. Depending on how the changes apply to your situation, some taxpayers may owe more while others could see larger refunds. Understanding potential updates can help you plan ahead. While Thrivent does not provide specific tax advice, we can partner with you and your tax professional. For additional disclosure information, see Thrivent.com/social.
⏰ One-week reminder: The April 15 tax deadline is quickly approaching. Make sure your return is filed on time.
Q2 Market & Economic Update
April 14, 2026 at 12:30 p.m. Eastern
Register today: https://bit.ly/47K4qDP
Markets are moving, economic signals are evolving, and energy is back in focus. Join us for Thrivent’s Market & Economic Update—a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You’ll get practical guidance to help you feel more confident navigating today’s markets.
No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 36378M R3-26
April is Financial Literacy Month, a great reminder that understanding your finances is the first step toward building a secure future.
Small steps today can lead to big results tomorrow—whether it's budgeting, saving, or planning for retirement.
Our team at the Capitol Region Group is here to help you navigate your financial journey with confidence.
📩 We’d love to connect—reach out to begin building a plan that supports your family’s future.
For disclosure information, see Thrivent.com/social.
Spring brings a season of renewal, joy, and new beginnings. May your day be filled with hope, happiness, and special moments with family and friends.
Happy Easter from the Capital Region Group! 🐰
Happy Good Friday! ✝️
Wishing everyone a peaceful day filled with hope, faith, and moments of quiet reflection with loved ones. Today is a time for reflection, gratitude, and appreciation for the blessings in our lives.
#WednesdayWisdom
A friendly reminder that the tax filing deadline is Wednesday, April 15. Taking a little time now to gather your documents and finalize your return can help you avoid the last-minute rush and bring greater confidence heading into the deadline.
❤️ Last call to direct your Thrivent Choice Dollars®️!
Eligible Thrivent Financial members: make sure your 2025 Choice Dollars are directed to the charities you care about most before the March 31 deadline. Don’t miss this opportunity to make a meaningful impact.
🔗 Thrivent.com/thriventchoice
📞 Call 800-847-4836 and say “Thrivent Choice” when prompted.
For disclosure information, visit Thrivent.com/social.
Meet Casey St. Henry — Your Small Business Planning Partner
Casey St. Henry, Small Business Planning Specialist with the Capitol Region Group, partners with established business owners and mid-career corporate professionals to create comprehensive wealth strategies. With insight across industries, Casey helps turn complex financial decisions into clear, actionable plans—helping your business grow and your future thrive. 💼✨
For disclosure information, see Thrivent.com/social.
#CRGThrivent #SmallBusinessPlanning #BusinessOwners
This #MomPopBusinessOwnersDay on March 29, we’re celebrating the local entrepreneurs who bring character, care, and connection to our neighborhoods.
Join Capitol Region Group in supporting the small businesses that keep our community thriving.
#ShopSmall #SupportLocal
The Capitol Region Group is proud to welcome another dedicated professional whose expertise continues to strengthen our growing team of trusted advisors.
Please join us in welcoming Financial Advisor William Leach, CKA®️.
William brings a genuine passion for helping families plan for the future, with a focus on developing thoughtful college planning strategies to support a child’s educational goals. His commitment to guiding families with care and clarity makes him a wonderful addition to our team.
As our team continues to expand, we remain committed to providing tailored, holistic guidance supported by the collective expertise of our collaborative professionals.
Welcome to the team, William!
For For disclosure information, see Thrivent.com/social.
The Capitol Region Group is proud to welcome a highly accomplished professional whose expertise further enhances our growing team of trusted advisors.
Please join us in welcoming Financial Advisor Scott Curtis, CFP®️, FIC.
Scott brings a depth of experience that strengthens our investment insight while expanding our capabilities in retirement income planning and multigenerational strategies. His thoughtful, client-centered approach and commitment to excellence make him a valued addition to our team.
As we continue to grow, our focus remains unchanged—delivering comprehensive, personalized guidance through a collaborative and experienced team.
Welcome to the team, Scott!
For For disclosure information, see Thrivent.com/social.
📅 Reminder: March 31 is approaching!
If you’re an eligible Thrivent Financial member, you may still have Thrivent Choice Dollars®️ available to direct to charities you care about. Be sure to designate any undirected funds from previous years before the March 31 deadline.
Support the causes making a difference in our communities.
🔗 Thrivent.com/thriventchoice
📞 Call 800-847-4836 and say “Thrivent Choice” when prompted.
For disclosure information, visit Thrivent.com/social.
From planning to growth, Capitol Region Group valued clients Jerry and Marva Parrin share their financial story in Thrivent Magazine. Learn how they’re making every dollar count while balancing safety, growth, and opportunity.
Read their story here: https://bit.ly/4soV8p2
For disclosure information, see Thrivent.com/social.
Spring is here! 🌷
The Capitol Region Group wishes you a season full of color, warmth, and fresh new beginnings.