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News and Insights

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.

5 New Retirement Rules Taking Effect in 2026: What's Different for Your Money

Retirement planning continues to evolve—and 2026 brings several important updates. From new contribution limits to tax and health care changes, staying informed can help you make the most of your savings strategy. If there’s one key takeaway: retirement planning isn’t a one-time decision—it’s an ongoing process that benefits from regular review and thoughtful adjustments. For disclosure information, see Thrivent.com/social.

💡 A quick way to support the causes you care about. Eligible Thrivent members can direct any remaining Thrivent Choice Dollars®️ from previous years to their favorite nonprofits. Don’t forget—the deadline to designate funds is March 31, 2026. Make your impact today. 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit Thrivent.com/social.

Happy St. Patrick’s Day from the Capitol Region Group! ☘️ Here’s to happiness, prosperity, and plenty of luck today and always.

Final Reminder: Register Today! Retirement, Reimagined: Grow and Protect Your Wealth Multiple Sessions: March 17–18 Mar. 17 at 1:00 p.m. & 8:30 p.m. • Mar. 18 at 2:00 p.m. Eastern Time Register now: https://bit.ly/46q6GznB Ready to build the retirement you want? Join us for an insightful session with David Blanchett and Michael Finke as they share practical strategies on asset location, Social Security timing, and tax-efficient withdrawals. Learn how to adapt to changing markets, turn savings into confidence, and make informed decisions that support a secure, lasting retirement. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 8562564.1

March 2026 Market Update: Wobbling stocks, stronger bonds

Markets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.

⏳ Time is running out to direct your Thrivent Choice Dollars®️! If you’re an eligible Thrivent Financial member, you may have Thrivent Choice Dollars®️ from previous years waiting to be directed. Make an impact by supporting the charities that matter most to you before the March 31, 2026 deadline. 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit Thrivent.com/social.

Retirement, Reimagined: Grow and Protect Your Wealth Multiple Sessions: March 17–18 Mar. 17 at 1:00 p.m. & 8:30 p.m. • Mar. 18 at 2:00 p.m. Eastern Time Register now: https://bit.ly/46q6GznB Ready to build the retirement you want? Join us for an insightful session with David Blanchett and Michael Finke as they share practical strategies on asset location, Social Security timing, and tax-efficient withdrawals. Learn how to adapt to changing markets, turn savings into confidence, and make informed decisions that support a secure, lasting retirement. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 8562564.1

The Impact of War on the Stock Markets—What Investors Need To Know

📊 What happens to the stock market during times of conflict? While geopolitical events can spark immediate volatility, history shows that markets often recover faster than many expect. Investors frequently move toward financially strong companies, and sectors like defense and energy can remain more resilient in uncertain periods. A helpful reminder for investors: market reactions to global events are often temporary, but a long-term strategy remains essential. Investing involves risk, including the possible loss of principal. The content published should not be considered as a recommendation, advertisement, endorsement or advice regarding specific products and services. For additional disclosure information, see Thrivent.com/social. #MarketVolatility

⏰ Final Reminder – Event Tomorrow! Don’t miss Rethinking Retirement Tax Planning with Ed Slott! Tuesday, March 10 1:00 p.m. or 7:30 p.m. Save your spot: https://bit.ly/4bpc3Sj Learn practical strategies to reduce or eliminate taxes now and in the future, and understand how recent tax law changes could impact your retirement savings and legacy. No products will be sold. Ed Slott is not affiliated with or endorsed by Thrivent. Views expressed are his own. Consult your attorney or tax professional.

Spring forward is almost here! 🌸 Daylight saving time begins Sunday, March 9 at 2:00 a.m. As you set your clocks ahead, use it as a reminder to change the batteries in your smoke and carbon monoxide alarms. A fresh season is the perfect time to refresh your home’s safety, too.

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

Rethinking Retirement Tax Planning Tuesday, March 10 at 1:00 p.m. or 7:30 p.m. Save your spot: https://bit.ly/4bpc3Sj New Strategies to Keep More of Your Money Are you curious how tax law changes now can affect your retirement savings and your future legacy? Then consider attending this event. Join Ed Slott for a lively discussion during Rethinking Retirement Tax Planning and gain strategies you can use to help reduce or eliminate taxes now and in the future. No products will be sold. Ed Slott is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Ed Slott are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 6055975.1

Put Generosity in action this spring with the Capitol Region Group by leading a #ThriventActionTeam! 🌷 Warmer days make it the perfect time to gather others and make a meaningful difference in your community. Find inspiration and get started on the Thrivent Action Teams Hub:: https://bit.ly/42ms9o4 For disclosure information, see Thrivent.com/social.

🌟 Make an Impact with Your Thrivent Choice Dollars®️ Eligible Thrivent Financial members: now’s the time to direct any undirected Thrivent Choice Dollars®️ from previous years to the charities you care about most. Be sure to designate your funds by March 31, 2026! 🔗 Thrivent.com/thriventchoice 📞 Call 800-847-4836 and say “Thrivent Choice” when prompted. For disclosure information, visit Thrivent.com/social.

“Rich isn't an amount of money, it's a mindset about how you live. If you believe you can win, you can.” #FinancialFriday #QuotesToLiveBy

These Thoughtful Retirement Planning Steps Help Protect the Life You Want in Retirement

Your financial plan should reflect not just what you’ve built — but who you are. Thoughtful planning around your estate, giving goals and long-term care can help ensure your wealth aligns with your values and protects your future. Contact our office today to discuss how a thoughtful plan can help protect what matters most to you. For disclosure information, see Thrivent.com/social.

Make a difference with your money | Thrivent

Thrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.

Are you a student or a parent of a college-bound student? Join Thrivent and special guest speaker William Leach for a comprehensive online College Planning Strategies workshop on March 3 at 1:00 and 7:00 p.m. ET to explore the three steps of college planning: admissions, academics and financials. Sign up today: https://bit.ly/3ZEVzir No products will be sold. For additional disclosure information, see Thrivent.com/social.