News and Insights
As kids head back to school, September can be a great time to think about more than just the year ahead—it can also be an opportunity to revisit how you’re planning for their future.
From Trump Accounts to 529 plans and Roth IRAs, explore the savings options available for your child’s future and what to consider when deciding which approach may be right for your family. https://bit.ly/4cJXFob
For disclosure information, see Thrivent.com/social. 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.
#BackToSchool #FinancialPlanning #FuturePlanning #CollegeSavings #FinancialEducation
September 2026 Market Update: Healthy growth sends stocks to new highs
Markets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
🏡 Life Insurance Awareness Month
A little planning today can make a meaningful difference tomorrow.
Planning for the unexpected is an important part of financial preparedness. Use Life Insurance Awareness Month as a reminder to review your life insurance strategy and consider how it fits into your overall financial picture.
Have questions about your coverage? Contact our office to start the conversation.
For disclosure information, see Thrivent.com/social.
#LIAM26
There's still space available at our free Economic Update workshop on Tuesday, September 29 at 5:00 p.m. PT. Join Cascade West Group and get Thrivent’s perspective on the economy and how it could affect your financial strategy.
Click the link below to register through Zoom.
Presented by Wealth Advisor Camille Adair-Hatch, Associate Wealth Advisor Sherryl Adair and Associate David Van Deusen.
Register now: https://bit.ly/4xEkemt
No products will be sold. For additional disclosure information, see Thrivent.com/social. 27878-4M R9-25
“Save consistently, invest wisely, and let time work in your favor.”
#MoneyMonday
Today, we remember those we lost, honor the heroes who served, and reflect on the courage, compassion, and strength that brought our nation together.
We will never forget.
❤️ Life Insurance Awareness Month
Did you know? Life insurance can play an important role in a strong financial plan, helping protect the people and goals that matter most.
This month is a great opportunity to take a closer look at your coverage and consider how it aligns with your priorities.
For disclosure information, see Thrivent.com/social.
#LIAM26
✨ More Than Financial Planning: A Partnership for What’s Ahead
At Cascade West Group , we’re committed to helping clients navigate their financial journey with clarity, purpose, and a strategy built around what matters most.
As part of a Fortune 500 company that believes in the power of generosity, we look beyond building wealth to help clients pursue the life they want and the impact they want to make.
For disclosure information, see Thrivent.com/social.
#MeetTheTeam #FinancialPlanning #WhereMoneyMeansMore
Get the latest economic and market data at our free Economic Update workshop on Tuesday, September 29 at 5:00 p.m. PT. Find out Thrivent’s perspective on the economy and how it could affect your financial strategy.
Click the link below to register through Zoom.
Presented by Wealth Advisor Camille Adair-Hatch, Associate Wealth Advisor Sherryl Adair and Associate David Van Deusen.
Register now: https://bit.ly/4xEkemt
No products will be sold. For additional disclosure information, see Thrivent.com/social. 27878-4M R9-25
Happy Labor Day!
Today, we celebrate the hard work and dedication of workers everywhere. The work we do today helps build stronger families, businesses, and communities—and a stronger tomorrow.
Take a moment to appreciate how far you’ve come, celebrate your accomplishments, and enjoy the holiday with those who matter most!
🥫 National Food Bank Day
Today, we’re recognizing the food banks, volunteers, and community members who work together to help nourish families and neighbors in need.
Even a small act of kindness can make a meaningful difference. ❤️
How are you giving back to your community? Share your favorite way to make a difference below! 👇
💙 Small Acts. Lasting Impact.
Generosity can take many forms—from volunteering and supporting meaningful causes to helping communities recover and partnering with organizations like Habitat for Humanity.
At Thrivent, every helping hand and hour volunteered can help build stronger, more connected communities.
Together, let’s lead with compassion, take action, and make a difference—one generous act at a time. ✨
For disclosure information, see Thrivent.com/social.
#GenerosityInAction #Thrivent #LiveGenerously #CommunityImpact
Every season of life brings new goals. Is your plan ready?
Life is constantly evolving—new opportunities, new priorities, and new milestones can shape the future you envision.
The halfway point of the year is a great time to pause and reflect on whether your financial plan still aligns with what matters most.
Consider reviewing:
✓ Retirement savings progress
✓ Beneficiary designations
✓ Upcoming life changes or expenses
✓ Long-term goals and priorities
A thoughtful mid-year check-in can help ensure your financial strategy continues to support the life you’re building.
For disclosure information, see Thrivent.com/social.
#FinancialPlanning #MidYearReview #FinancialGoals #PlanWithPurpose
🛡️ Life Insurance Awareness Month
September is a meaningful reminder that planning ahead can help protect the people and future that matter most. Take some time this month to review your coverage and consider how it can support the life you’re building and the people you care about.
For disclosure information, see Thrivent.com/social.
#LIAM26
💙 Generosity has the power to change lives—starting with yours.
No matter how you choose to give back, Thrivent makes it easy to make a meaningful impact. Whether you're organizing a volunteer project, supporting a cause you're passionate about, serving from home, responding to communities affected by disasters, or partnering with organizations like Habitat for Humanity, every act of kindness helps build stronger communities.
Together, we can turn compassion into action and make a difference where it's needed most. Explore the many ways to get involved and discover how you can put your generosity into action. ✨
For disclosure information, see Thrivent.com/social.
#GenerosityInAction #Thrivent #LiveGenerously #CommunityImpact
Retirement is a new beginning—not just an ending.
The transition into retirement brings exciting opportunities and important decisions.
From creating an income strategy to planning for healthcare, Social Security, and the lifestyle you hope to enjoy, thoughtful preparation can help you feel ready for what’s ahead.
Contact our office today to discuss your retirement goals and explore a strategy designed around the future you’re working toward.
For disclosure information, see Thrivent.com/social.
#RetirementPlanning #FinancialPlanning #RetirementReady #PlanWithPurpose
“Invest in the future you want to create.”
#ThrivingTuesday
Have you created a will—or reviewed it recently?
August is Make-A-Will Month, making it a great reminder to ensure your wishes reflect your life today.
Creating a will isn't just about your assets—it's about helping provide clarity for the people you care about most.
If your family, finances, or goals have changed over the years, it may be time to revisit your estate plan. A little planning today can make a meaningful difference for your loved ones tomorrow.
For disclosure information, see Thrivent.com/social.
#MakeAWillMonth #EstatePlanning #LegacyPlanning #FinancialPlanning
Trump Accounts for kids: The basics of Section 530A accounts
At Cascade West Group , we're here to help you understand how a Section 530A (Trump) Account—along with other savings strategies—may fit into your family's financial goals. Reach out today to start the conversation. For disclosure information, see Thrivent.com/social.
"Thoughtful planning today builds the financial confidence of tomorrow."
#ThoughtfulThursday