News and Insights
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.
Retirement can start to feel closer in your 40s and 50s—but it’s also a powerful time for proactive planning.
Now is the time to gain financial clarity, build confidence in your strategy, and align your plan with the golden years you envision. The steps you take today can help strengthen your financial foundation for tomorrow. 📈💰
https://bit.ly/4ez10rw
For disclosure information, see Thrivent.com/social.
#RetirementPlanning #FinancialClarity #FinancialConfidence #GoldenYears
Investment Truth #4: Clarity Drives Better Outcomes
Investing involves risk, including the possible loss of principal. For additional disclosure information, see Thrivent.com/social.
#FinancialFreedom #InvestingInsights #SummerStrategy
Investment Truth #3: Time Is Your Greatest Advantage
Investing involves risk, including the possible loss of principal. For additional disclosure information, see Thrivent.com/social.
#FinancialFreedom #InvestingInsights #SummerStrategy
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
🤝 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 wealth—it’s 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
☀️ 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
🎇 Happy 4th of July!
As we celebrate our nation’s 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. ❤️🤍💙
🎆 Fireworks Safety Reminder for July 4th 🎆
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:
• Never allow children to handle fireworks
• Always follow package instructions
• Keep a bucket of water or hose nearby
• Wear eye protection when lighting fireworks
• Light one at a time and never relight a “dud”
• Store fireworks safely away from children and pets
• Keep pets indoors to protect them from noise and injury
Celebrate safely so everyone—including your furry friends—can enjoy the holiday. ✨
☀️ 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 Chang—timeless 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