News and Insights
Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to us to learn how QCD's can potentially work in your strategy.
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.
Melanie dressed up her dogs and attempted to take Christmas Card photos.
➡️Share your favorite Christmas Sweaters in the comments!
For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
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Melanie loves decorating for Christmas! This year she discovered her grandmother’s candy dish is the perfect ornament holder.
#FunFact: Veselé Vánoce means “Merry Christmas” in Czech. Did you know Melanie & Jesse are both of Czech bohemian descent? Melanie feels most connected to her culture around the holidays when she’s eating traditional food with family.
Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy.
#TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom
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.
Even a small amount each month can make a huge impact over time. Let’s talk about easy ways to get started!
📱(866) 561-2331
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.
#RetirementPlanning #FutureYou
We hope everyone enjoyed their Thanksgiving with their loved ones.
This year looked a little different for Mike and his family as they went on a cruise!
Share your tree in the comments 🌲✨
***Pictured here is Melanie's beautiful Christmas tree.
With more than 200 years of combined experience, Capstone Financial Group is comprised of professionals who value trustworthy relationships, excellent service, innovation and collaboration.
For disclosure information, see thrivent.com/social
Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.
Want to explore how RMD strategies that may benefit you? Let’s create a personalized strategy together!
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.
Capstone is defined as "a crowning achievement,” and we want you to feel like you’re one step closer to living your best life each time you work with us.
https://connect.thrivent.com/capstone-financial-group
For more information visit Thrivent.com/social.
Our team helps you plan and prepare for that!
https://connect.thrivent.com/capstone-financial-group
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. 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.
Everyone has different causes they cherish driven by their faith and values. We help you make your vision a reality by guiding you along the best path for your journey. We take the anxiety out of giving—especially at the end of the year—so you can experience the joy of generosity. For disclosure information, see thrivent.com/social
It's important to review your social security earnings statement on a consistent basis as soon as you start paying social security. We can help you examine them!
https://connect.thrivent.com/capstone-financial-group
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. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration
On this Veterans Day, we extend our deepest gratitude to all who have served our country and protected our freedoms. A special thanks to our very own Greg Buxa for his service, dedication, and courage.❤️💙 We’re incredibly proud to have you as part of our team. To all veterans, thank you for your sacrifice and commitment.
#VeteransDay #ThankYouVeterans #HonoringOurHeroes
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Longer life spans, health care inflation, and high health costs for early retirees are driving these numbers. Let’s review your plans to cover health expenses in both early and late retirement.
***According to https://bit.ly/4fdD3DJ
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. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
Contact our team to learn how we can help you get started!
https://connect.thrivent.com/capstone-financial-group
#Plan #Finance #Money #Action
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.
Attended the National Office Professional Conference in Minneapolis for 3 days. It was both educational AND FUN. My favorite part was meeting other Office Professionals and learning about their offices best practices. My second favorite part was the technology training with a focus on improving efficiency. I also enjoyed meeting operations managers that I email on a frequent basis! I am excited to implement things I’ve learned while continuing to build a network with other Office Professionals across the country. 😊
-Melanie Becker
For more information visit Thrivent.com/social.
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025.
Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.