Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets 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. ⬇️
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
This photo captures something many of us spend years working toward, not just financial success, but the freedom to invest in what matters most.
Labor Day at the cabin gave me a chance to reflect on one of the best investments my husband and I ever made.
Years ago, we decided to purchase a family cabin up north. It wasn't simply about owning property or having a place to escape for the weekend. It was about creating a space where our family could gather, slow down, and make memories together.
Today, that investment has become so much more than a cabin.
It's early mornings on the lake. It's laughter around the bonfire. It's fishing trips, boat rides, and sunsets that never seem to get old. It's watching our grandchildren experience the same joy and traditions our children grew up with.
When we talk about investing, it's easy to focus only on accounts, returns, and market performance. Those things matter. But some of life's most meaningful investments don't show up on a statement.
They show up in relationships. They show up in experiences. They show up in the legacy we leave behind.
For us, this cabin represents something we hope will be passed from one generation to the next, creating memories long after we're gone.
As I sat on the boat this weekend, watching the sun dance across the water, I was reminded that true wealth isn't measured solely by what we accumulate. It's measured by the lives we touch, the memories we create, and the legacy we leave behind.
What is one investment you've made that has brought value to your family far beyond dollars and cents?
See thrivent.com/social for important disclosures.
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
Some of my favorite days on the job don't feel like work at all.
I truly love what I do, but what makes it so rewarding is the people I get to do it with. I'm surrounded by teammates who work hard, support one another, and know how to have fun along the way.
When you get the opportunity to work alongside smart, positive people who genuinely care about serving others and making a difference, it changes everything. Grateful for this team and the friendships we've built together. 💙
See thrivent.com/social for important disclosures.
At my daughter's wedding this summer, I had the chance to snap this photo with my youngest son, Erik.
He's now a sophomore at NDSU, double majoring in Mechanical Engineering and Physics, and like many parents, I'm wondering where the time went.
Watching your children find their path is one of life's greatest joys. It also reminds me how important it is to help them start adulthood on solid financial footing.
As both a mom and a financial advisor, I believe one of the best investments we can make is helping our kids graduate with as little debt as possible and the knowledge to make smart financial decisions for the future.
These moments remind me that financial planning isn't just about numbers. It's about creating opportunities for the people we love most.
See thrivent.com/social for important disclosures.
Watching Them Leave the Nest 💙
This photo was taken at my daughter's wedding this summer, and looking at it reminds me how quickly the years go by.
As parents, we spend years teaching our children how to walk, ride a bike, drive a car, and make good decisions. Then one day, you look around and realize they're building lives of their own.
What makes me especially proud isn't just the milestones they're reaching. It's the foundation they've built along the way.
At just 22 years old, my daughter and new son-in-law recently purchased their first home. My oldest son has already saved enough for a future down payment. And my youngest is pursuing a double major in Mechanical Engineering and Physics at NDSU.
None of this happened overnight.
It came from learning good money habits early: • Living within their means • Saving consistently • Delaying gratification • Setting goals and sticking to them • Understanding that financial freedom is built one decision at a time
As a mom and a financial advisor, I've learned that financial planning isn't really about money. It's about creating opportunities. It's about giving your children the ability to make choices based on their dreams, not their debt.
Watching your kids become independent adults is bittersweet. You miss the little moments, but there's something incredibly rewarding about seeing them confidently step into the future they've worked so hard to create.
To all the parents raising young children today: the conversations you have around money matter. The habits you model matter. And the lessons you're teaching now may be helping them buy their first home, graduate with less debt, or build a stronger future than they ever imagined.
Some of the greatest returns in life aren't found in an investment account. They're found in the success of the people you love most.
See thrivent.com/social for important disclosures.
Honored to support an organization that makes a real difference in the lives of veterans and their families.
The Crown Wealth Advisors team was proud to sponsor the Magnus Veterans Foundation Bonfire Wednesday Concert and help contribute to their incredible mission of serving those who have served our country. Through the generosity of attendees, sponsors, and community members, more than $13,000 was raised to support veteran-focused programs and services.
We believe strong communities are built when people come together in support of causes bigger than themselves, and we are grateful to partner with organizations like the Magnus Veterans Foundation that are creating meaningful impact every day.
Thank you to everyone who attended, volunteered, donated, and helped make this event a success. Your support will make a lasting difference for veterans and their families.
See thrivent.com/social for important disclosures.
Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities:
👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster.
👉 It could supplement other sources of guaranteed income, like Social Security or a pension
👉 It could provide a stable and predictable income source to cover your essential expenses in retirement.
To learn more about fixed annuities: https://bit.ly/4kBW6tN
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?
1️⃣ Lacking diversification
2️⃣ Trying to time the market
3️⃣ Investing with your emotions
4️⃣ Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider. 👇
Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.
See thrivent.com/social for important disclosures.
Supplemental disability insurance: What it is and when you need itUnsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Income in retirement
👉 Risk-based options
👉 Tax-deferred growth
👉 Optional rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss
