Insights
Fall is proof that change can be beautiful. My budget calls it “adjustment season.”
Life changes may call for updates to financial goals and plans.
What life changes should trigger a financial review?
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Halloween is almost here, and I’m starting to think the scariest thing this year might be the price of candy. 🎃🍫
All joking aside, it’s a good reminder that the little expenses really do add up. The same is true on the other side of the equation. Small, consistent financial decisions over time can make a meaningful difference.
What’s one small financial habit that has made a difference for you?
Happy Halloween! 🎃
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Financial confidence starts with a plan.
That's why every Thrivent client's financial plan is built around the financial house framework, which offers a practical way to prioritize what matters, strengthen your financial foundation and adapt as life changes.
Ready to create your own blueprint? Let's connect.
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What could your future look like with the right plan?
Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.
Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.
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The choices you make during open enrollment can have a big impact on your financial goals for 2027 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
If you’re interested in understanding what today’s economy could mean for your financial life, watch Thrivent’s recent Q4 Market & Economic Update: https://bit.ly/4eh5DWv
Key takeaways:
☑️ The economy remains solid, but inflation and higher rates still affect consumers.
☑️ AI is reshaping the economy and helping drive recent market growth.
☑️ As change accelerates, stay grounded in your long-term goals.
As financial advisors, our role is to help you understand what these trends could mean for you, adjust your strategy when needed, and keep your goals in sight. Reach out if you have questions or want to take a fresh look at your approach.
Giving feels even better when it has a plan and not just a last-minute scramble.
Planning charitable giving ahead of time can help align generosity with financial goals.
How do people decide which causes to support?
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Strong employment and accelerating retail sales point to a resilient consumer heading into the holiday season, even as prices remain elevated. Hear why Thrivent Senior Portfolio Manager Lauri Brunner sees reasons for optimism: https://bit.ly/4eh5DWv
Inflation, higher interest rates and rapid advances in AI are shaping the economy—and could affect your financial reality. Watch Thrivent’s recent Q4 Market & Economic Update for a clear look at what’s happening and why staying focused on your long-term goals matters: https://bit.ly/4eh5DWv
Reach out if you have questions or want to talk through your strategy.
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
What could give the economy momentum in 2027—and what could slow it down? Thrivent Chief Financial & Investment Officer David Royal explains why AI investment and strong employment offer reasons for confidence, while higher interest rates could create headwinds. Watch the clip: https://bit.ly/4eh5DWv
My generosity budget said, “Thanks for remembering I exist.”
Intentional giving can be part of a broader financial plan.
What causes or communities inspire generosity for you?
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Relationships are at the heart of every successful financial practice.
If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.
Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
Want to raise a money-smart teen? You don’t need to be a financial expert—just start with a few good conversations.
👉 Talking about money early and often can help teens build discipline, understand their options and feel more prepared for the financial decisions they’ll soon be making.
Here’s how to get started: https://bit.ly/4tuucW0
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Stewardship is realizing money is a tool, not the boss.
Aligning money decisions with values can bring greater clarity to financial choices.
What value guides the way you think about money?
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Teens are already learning so much. Why not add investing to the list?
It’s a great way for them to build real-world skills like goal setting and planning for the future. And with a little hands-on guidance, they can start understanding how markets work and gain financial discipline that carries into adulthood.
📌 This beginner-friendly guide is a great place to start: https://bit.ly/4qrOoow
As a parent, you already know the values you want to instill in your kids. But figuring out how to teach them isn’t always easy, especially when it comes to money.
The good news? Raising money-smart kids doesn’t require a lesson plan—just simple, everyday moments. Small habits practiced together can build financial discipline that grows with them. 🙌
These five are a great place to start. ⬆️