News and Insights
It’s incredible what a passionate team of volunteers can achieve when equipped with the necessary tools and resources. With Thrivent Action Teams, you have the opportunity to create a significant difference in your community.
https://bit.ly/3VaPQiF
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WOW… what a year of impact! 🎉💙
Thanks to our amazing members, Action Teams made a huge difference in our communities in 2025. From service projects to special events and meaningful causes, your time, heart, and involvement helped turn ideas into action and needs into support.
We are so grateful for the way you show up, serve others, and care about your communities. This is what it looks like when people come together to do good — and we couldn’t do it without you!
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#ThankYouMembers #CommunityImpact #ActionTeams #MembersMakingADifference #Grateful #DoGoodTogether #StrongerCommunities #HeartOfTheCommunity
One of the most powerful tools in retirement planning? Compound interest. Even modest, regular contributions can grow significantly over time — especially when left uninterrupted. The earlier and more consistently you save, the more time your money has to work for you. That’s financial confidence in action. 🌱
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#CompoundInterest #SaveEarlySaveOften #RetirementSavings #FinancialGrowth #InvestWisely #FutureFocused #WealthBuilding #ThriventInsights
Giving back is part of who we are! 🏡💙
Habitat for Humanity helps families around the world build and improve safe, affordable homes — and the Capstone team has proudly partnered with them since 2005!
Special shoutout to Jesse Kvitek from our New Richmond, Wisconsin office, who has rolled up his sleeves for many builds over the years — including three local builds in 2022 alone. Now that’s putting heart (and hard work) into the community!
We’re honored to help build more than homes… we’re helping build stronger communities.
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#HabitatForHumanity #BuildingHope #CommunityStrong #GivingBack #TeamCapstone #NewRichmondWI #VolunteerPride #HomesWithHeart
Everything we do starts with one goal — helping you live your best life. That means creating thoughtful, personalized strategies that support your dreams, protect what you’ve built, and keep what matters most at the center of every decision. Your future deserves intention, clarity, and care.
https://connect.thrivent.com/capstone-financial-group
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#LiveYourBestLife #PurposeDrivenPlanning #FinancialConfidence #LifeWithIntention #PersonalizedPlanning #FutureFocused #WealthWithPurpose
Your financial plan should be as personal as your story. 💬
We focus on creating strategies built around you — your goals, your values, and what truly matters most. Because success isn’t just about the numbers… it’s about living a life that feels right to you.
https://connect.thrivent.com/capstone-financial-group
For more information visit Thrivent.com/social.
#PersonalizedPlanning #ValuesBasedPlanning #FinancialConfidence #YourGoalsYourWay #WealthWithPurpose #FinancialWellbeing #PlanWithPurpose
Money is more than numbers. It’s the life you’re building.
Every small step you take today adds up to something meaningful tomorrow. Whether you’re saving, paying down debt, investing, or simply learning more—you’re moving forward, and that matters.
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#ProgressNotPerfection #FinancialConfidence #MoneyWithPurpose #FinancialWellbeing
Time to connect with our team!
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Talking about money with your partner isn’t always easy—but it’s one of the most important conversations you can have. Open communication helps you understand each other’s priorities, decide whether joint or separate accounts make sense, and work toward shared financial goals together.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #MoneyAndRelationships #FinancialCommunication #CouplesFinance #SharedGoals #FinancialPlanning #HealthyMoney
Such a great habit!
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Touchdown for a great cause! 🏈🐾
Ben hosted his annual Action Team Super Bowl fundraiser to raise money and collect much-needed items for the rescue Ben adopted their dog from — JR’s Pups n Stuff.
It took a little food bribery 🍪 to get her to sit still for the photo… but totally worth it. 😂📸
#ActionTeam #SuperBowlForACause #RescueDogLove #JRsPupsNStuff #GivingBack #CommunitySupport #AdoptDontShop #PuppyPower
See thrivent.com/social for additional disclosures. No products will be sold. JR’s Pups n Stuff is not affiliated or endorsed by Thrivent.
One of Phil’s favorite conversations with clients is about income tax efficiency and retirement income distribution planning. It’s not just about how much you’ve saved—it’s about how you take income in a way that supports your lifestyle while being mindful of taxes.
When these two pieces work together, they can bring greater clarity, confidence, and long-term sustainability in retirement. For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. #MeetOurTeam #RetirementIncome #TaxEfficientPlanning #IncomeDistribution #FinancialPlanning #SmartRetirement #AdvisorInsights
Estate planning is not determined by age; it’s all about being prepared. We collaborate with your attorney so that your estate plan aligns seamlessly with your overall financial strategy.
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#EstatePlanningMatters #FinancialAdvisor #LifePlanning #FutureFocused #HolisticPlanning
You’re in control of how much you contribute (within IRS limits), how your money is invested, and where the account is held. Plus, because IRAs aren’t tied to an employer, they move with you throughout your career—making them a powerful tool for long-term retirement planning.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#IRAPlanning #RetirementSavings #FinancialFlexibility #InvestForTheFuture #MoneyManagement #FinancialConfidence
Adam and his wife, Kris, have a family adventure goal: to travel to all 50 states with their daughters before they graduate from high school—a journey full of memories and time spent together.
#MeetOurTeam #FinancialGuidance #WisconsinProud #FamilyGoals #ClientFocused #HereForYou
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What's your favorite money habit?
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Phil enjoys helping clients live a better life✨
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Retirement planning isn’t just about saving — it’s about creating income you can rely on.
Annuities can help provide a steady stream of income for a set period or even for life, helping reduce the risk of outliving your savings. -Predictable payments -Customizable to your goals -Designed to support long-term retirement income
Your retirement years should be about living with confidence — not worrying about running out of income. Learn more about how annuities fit into a retirement income strategy.
#RetirementPlanning #LifelongIncome #FinancialConfidence #Annuities
For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Jesse enjoys getting to know his clients on a personal level. Here's a few things about him we thought you'd enjoy.😉
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Choice Dollars may be directed through multiple channels:
• Online by visiting Thrivent.com/thriventchoice. Click on “log in” at the top right of your screen and enter your MyThrivent user ID and password.
• Call 800-847-4836 and when prompted, say “Thrivent Choice.”
For disclosure information, see thrivent.com/social