News and Insights
Through wise investment management and purposeful planning, we help you enjoy the life you’ve worked so hard for—on your terms.
#RetirementWithPurpose #ValuesBasedPlanning #LiveFully #FinancialConfidence #FaithAndFinance #RetirementGoals
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.
Lane specializes in: 💼 Dedicated financial planning 📈 Retirement income strategies 📜 Estate planning guidance 💰 Long-term investment & tax strategies
What sets him apart? Lane takes time to truly understand each client’s goals and values, developing customized strategies for their unique financial journey.
📌 Whether helping families build a strong retirement plan or guiding them through generational planning, Lane remains committed to serving with integrity and purpose.
#MeetTheTeam #FinancialPlanning #CapstoneFinancialGroup #RetirementPlanning #PurposeDrivenPlanning #ClientFocusedCare
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
November 2025 Market Update: Less data, lower rates, strong stocks
October closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
Your investments should reflect your values, risk tolerance, and goals. We can help build a strategy that works for you—now and in the future.
📞 (866) 561-2331 #PurposeDrivenPlanning #InvestmentStrategy
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From life and disability protection to long-term care and retirement income planning, We’ll help you prepare for every chapter with confidence.
Because protecting your loved ones is one of the most generous things you can do. 💛
#LifeInsurance #FinancialProtection #FaithAndFinances #RetirementPlanning #LiveGenerously
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Contact our team of professionals.
📱(866) 561-2331
#FaithAndFinance #RetirementWithPurpose #Stewardship
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Start building your Capstone today.
📧 capstonefinancialgroup@thrivent.com
📞 866-561-2331
For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#CapstoneFinancialGroup #FaithDrivenFinance #DedicatedPlanning #FinancialConfidence #RetirementPlanning #LegacyBuilding #WiseWithMoney #LiveYourBestLife
Let’s build a strategy that helps you live your best life—today and in the future.
📧 capstonefinancialgroup@thrivent.com
📞 866-561-2331
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#CapstoneFinancialGroup #FinancialPlanning #FaithAndFinances #RetirementReady #LegacyPlanning #ProtectWhatMatters #LiveGenerously #ThriventAdvisor
💬 Ready to explore your options? Now's the time!
#RothConversion #TaxStrategy #FinancialPlanning #IRAConversion
For more information visit 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.
--Typically higher interest rates
--Growth that’s tax-deferred
--Flexibility for future income planning
Sometimes the best “renewal” is a better opportunity.
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
If you’re concerned about running out of money, an annuity might be part of the solution. 🔒💰
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.
Our very own Melanie will be out and about this spooky season supporting two fantastic community Trunk or Treat events! 🍬✨
🎯 At the New Richmond Centre Trunk or Treat, she’ll be using a Thrivent Action Team to hand out sensory-friendly toys instead of candy — making the fun accessible for everyone!
🍝 Then at Faith Community Church’s Trunk or Treat & Spaghetti Dinner, our team is helping create a sensory room for kids (and adults!) who prefer a calmer space. Expect Play-Doh, coloring pages, LEGOs, weighted blankets, and fidgets for a more relaxed and inclusive experience.
We’re proud to be part of communities that celebrate together — in every way possible. 💜
📅 Check out the flyers below for all the details — and stop by to say hello to Melanie!
#CapstoneCares #CommunityFirst #InclusiveHalloween #TrunkOrTreat #ThriventActionTeam #CapstoneFinancialGroup #NewRichmondWI #FaithCommunityChurch #SensoryFriendlyFun
No products will be sold. For disclosure information, see thrivent.com/social.
Our team helps you plan and prepare for that!
(866) 561-2331
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
With the right guidance, you can navigate with confidence and make smarter financial decisions.
#RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Connect with our experienced professionals.
(866) 561-2331
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family
Once you know your retirement goals and investment style, you can make a solid, long-term plan for #retirement. Let's connect to talk more about this important topic.
📱(866) 561-2331
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
💬 Want your finances to reflect what matters most? Let’s talk.
https://connect.thrivent.com/capstone-financial-group
#FaithInFinance #ThriventAdvisors #KingdomMindedMoney
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
🔄 By converting funds from a traditional IRA to a Roth IRA, you’ll pay taxes now—but once you're 59½ and have held the account for at least 5 years, your withdrawals are completely tax- and penalty-free. 💸
✅ If your modified adjusted gross income (MAGI) is under: • $150,000 (single filer) • $236,000 (married filing jointly) …you could take advantage of this opportunity to grow your savings tax-free for life.
🧮 Unsure if it's the right move? Thrivent’s proprietary What-if Tax tool can help assess your options.
📅 Just don’t wait—conversions must be completed by Dec. 31 and can't be backdated.
#RetirementPlanning #RothIRA #FinancialGoals
For more information visit 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.
💬 Ask yourself:
• Do I know my “retirement number”?
• Do I have multiple income streams?
• Have I stress-tested my plan for market downturns?
The sooner you start, the more options you’ll have later.
For disclosure information, see thrivent.com/social.
In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63.
🎯 Pro tip: Try to at least meet your employer’s match.
📆 Remember: Contributions must be deducted from your paycheck by Dec. 31.
Let’s talk strategy — and make every dollar count.
#RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals
For more information visit 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.