News and Insights
Protect Your Family's Future: Avoid These 12 Common Estate Planning Mistakes
Mistake #1: Procrastination ⏳ Putting off your estate planning can create unnecessary stress and uncertainty for your loved ones. Start today to protect your family’s future and ensure your wishes are honored. For disclosure information, see Thrivent.com/social. #CRGThrivent #FinancialSecurity #EstatePlanning
Integrity, Generosity and Wealth: A Faith-Based Approach to Business
At the Capitol Region Group of Thrivent, we believe our greatest privilege is to lead with principle, serve with humility, give generously, and steward wealth with wisdom. Our values shape the way we serve you. Connect with us today to see how faith and financial guidance can work hand in hand to help you build a meaningful future. 👉 Contact our office today to begin your purposeful planning journey—(860) 474-3600. For disclosure information, see Thrivent.com/social.
Busting Seven Myths About State 529 Plans
Families often underestimate the value of starting a 529 plan early. Whether your child is in pre-K, middle school, or high school, now is an ideal time to take advantage of the plan’s tax benefits and compounding growth. A proactive approach today can significantly reduce the financial burden of tomorrow’s college expenses. 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. For additional disclosure information, see Thrivent.com/social. #CollegeSavings