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News and Insights

A Beautiful Afternoon on Boston Harbor ⚓ Guests joined Sam Chang of the Capitol Region Group aboard the Northern Lights for a Sunday brunch cruise featuring beautiful waterfront views, delicious food, and great conversation. We’re grateful to everyone who joined us and helped make the afternoon so memorable. Thank you for spending the day with us—we hope you enjoyed it as much as we did! #CRGThrivent #BostonHarbor #ClientExperience

A Financial Planner's Guide to Unlocking the Power of a 529 Plan

New backpacks, new classrooms, new opportunities. 🎒📚 As a new school year begins, it’s also a great time to think about the future beyond the classroom. A 529 savings plan can help families prepare for future education goals with potential tax advantages, flexibility, and a dedicated way to save for the opportunities ahead. Small steps today can help create a brighter tomorrow. For disclosure information, see Thrivent.com/social. 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. #BackToSchool #529Plan #EducationPlanning #FinancialPlanning

"Finish the week strong by investing in your future, one thoughtful decision at a time." #FinancialFriday

Have you created a will—or reviewed it recently? August is Make-A-Will Month, making it a great reminder to ensure your wishes reflect your life today. Creating a will isn't just about your assets—it's about helping provide clarity for the people you care about most. If your family, finances, or goals have changed over the years, it may be time to revisit your estate plan. A little planning today can make a meaningful difference for your loved ones tomorrow. For disclosure information, see Thrivent.com/social. #MakeAWillMonth #EstatePlanning #LegacyPlanning #FinancialPlanning

This August, in recognition of Make-A-Will Month, we’re spotlighting Wealth Advisor Adam Hess’s Top 5 Legacy Planning Truths—starting with this important insight. Follow along throughout the month as we share insights to help you plan a thoughtful legacy. For disclosure information, see Thrivent.com/social.

August 2026 Market Update: Strong economy, higher yields

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

What if your financial plan could reflect not only what you have—but what matters most to you? In recognition of National Nonprofit Day, it's worth taking a moment to consider the causes, organizations, and communities that have shaped your life. Whether charitable giving is already part of your financial plan or something you'd like to consider in the future, thoughtful planning can help align your financial decisions with the impact you hope to make. After all, some of life's greatest returns aren't measured by dollars—they're measured by the lives we touch. For disclosure information, see Thrivent.com/social. #NationalNonprofitDay #CharitableGiving #FinancialPlanning #PlanWithPurpose

💙 Generosity has the power to change lives—starting with yours. No matter how you choose to give back, Thrivent makes it easy to make a meaningful impact. Whether you're organizing a volunteer project, supporting a cause you're passionate about, serving from home, responding to communities affected by disasters, or partnering with organizations like Habitat for Humanity, every act of kindness helps build stronger communities. Together, we can turn compassion into action and make a difference where it's needed most. Explore the many ways to get involved and discover how you can put your generosity into action. ✨ For disclosure information, see Thrivent.com/social. #GenerosityInAction #Thrivent #LiveGenerously #CommunityImpact

What causes are closest to your heart? The way we use our resources says a lot about what matters most to us. Whether it's supporting a local organization, giving back to your community, or helping create opportunities for future generations, charitable giving can be a meaningful part of your financial plan. As National Nonprofit Day approaches, take a moment to reflect on the impact you'd like to make—not just today, but for years to come. For disclosure information, see Thrivent.com/social. #CharitableGiving #FinancialPlanning #PlanWithPurpose #GiveBack

Money talks: How to instill financial values in your kids at any age

The conversations you have about money today can help shape your child's confidence, values, and future for years to come. Discover age-appropriate tips to help make those conversations easier in the article below. 💙 For disclosure information, see Thrivent.com/social.

☀️ This summer, let generosity shine by supporting a local nonprofit, organizing a service project, or helping neighbors in need. A Thrivent Action Team can help bring your ideas to life. Explore inspiration and resources for your next project on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 For disclosure information, see Thrivent.com/social. #Generosity #ThriventActionTeam #GivingBack

🎉 Celebrating Soren Lancaster on Their Special Day! 🎂 Today we're celebrating the meaningful efforts you bring to the Capitol Region Group. Your dedication, professionalism, and genuine care for both clients and colleagues make a lasting impact, and we're grateful for everything you bring to the team. Wishing you a wonderful birthday filled with happiness, relaxation, and everything you enjoy most. Thank you for all you do! 💛

5 Tax-Saving Strategies for a Better Retirement, From a Financial Planner

Retirement planning is about more than saving—it’s about making your money work smarter for you. With more time on your side, you can fine-tune cash flow, lower tax burdens, and create a more reliable income stream in retirement. A thoughtful strategy today can help set you up for greater confidence tomorrow. Connect with the Capitol Region Group today to start preparing for the retirement you’ve been working toward. 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 #RetirementReadiness #TaxStrategy #FutureFocused

☀️ Money Mindset Monday: Enjoy Summer Without Losing Sight of Your Goals Summer is a time for making memories—whether that means vacations, family gatherings, or weekend adventures. While seasonal activities can bring added expenses, thoughtful planning can help you enjoy the moments that matter most without losing sight of your long-term financial goals. A budget for summer spending can help you balance today’s experiences with tomorrow’s priorities. For disclosure information, see Thrivent.com/social. #MoneyMindsetMonday #FinancialWellness #SummerPlanning #FinancialGoals

Use This 5-Step Summer Savings Challenge to Get Ahead by Fall

☀️ Turn summer savings into future financial confidence. A simple savings challenge can help you build your holiday fund, strengthen emergency savings, and pay down debt before the holidays arrive. Small, consistent steps today can lead to big results tomorrow. 💰 For disclosure information, see Thrivent.com/social. #SummerSavings #FinancialWellness #MoneyTips

Investment Truth #5: Buy Low, Sell High—Still True Today Investing involves risk, including the possible loss of principal. For additional disclosure information, see Thrivent.com/social. #FinancialFreedom #InvestingInsights #SummerStrategy

💙 Bless Northeast is Happening Now! Looking for a simple way to make a meaningful impact in your church or faith community? Through August 9, eligible Thrivent clients can apply for a Thrivent Action Team and participate in the Bless Northeast initiative. Here's how to get involved: ✅ Apply for a Thrivent Action Team by August 9 and title your project "BlessNE" followed by your city and state. ✅ Collect 100+ needed items or raise $500 or more for your church or faith community. ✅ Report your completed project by August 31. As an added bonus, five verified projects will each receive a $1,000 donation for their benefiting organization on September 9! Don't miss this opportunity to multiply your impact and bless your community. Learn more and apply today: Thrivent.com/ActionTeams For disclosure information, see Thrivent.com/social.

For disclosure information, see Thrivent.com/social.

🐶📸 Happy National Dog Photography Day! 🐾 Grab your camera and celebrate the joy, loyalty, and unconditional love our furry friends bring to our lives. Share a favorite photo of your beloved pup and help make the day a little brighter! 🦴❤️ #NationalDogPhotographyDay

💙 Together, We Go Further 💙 From July 23–26, the Thrivent Member Network – Northeast Region is bringing the community together through Give Rally to support two incredible organizations making a meaningful difference: City Relief and The Red Sox Foundation. Whether you choose to make a personal donation or attend a local Give Rally event, every act of generosity helps create lasting impact. 📍 City Relief Give Rally 🗓️ July 23, 2026 🕕 6:00–7:30 p.m. 📍 The Brick House | Wyckoff, NJ During the Give Rally, eligible donations made through Thrivent's online giving platform and at featured in-person events will be matched $1 for every $2 donated, up to $20,000 per Thrivent Member Network.* Join the Thrivent Member Network – Northeast Region in supporting these outstanding organizations and demonstrating the power of generosity in our communities. No products will be sold. For additional disclosure information, see Thrivent.com/social.