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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit.ly/4lHdDRL

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If you’re using multiple accounts to fund college expenses, it's important to plan strategically. Learn how: https://bit.ly/4lHdDRL

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Our Heather Schreiber retirement workshop last week was chock full of great information on how to be prepared for retirement! If you weren't able to join us and would like to receive the information we provided, just give us a call at the office and we will forward both the link to the webinar recording and the information shared. Compass Financial Group Office Phone: 903-939-8711

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Our Heather Schreiber retirement workshop last week was chock full of great information on how to be prepared for retirement! If you weren't able to join us and would like to receive the information we provided, just give us a call at the office and we will forward both the link to the webinar recording and the information shared. Compass Financial Group Office Phone: 903-939-8711

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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how We can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how We can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Wondering what award our guy Steve received? Read all about it in our 3rd Quarter Newsletter, link below! https://www.thrivent.com/literature/compassfinancialgroupnewsletter.pdf

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Wondering what award our guy Steve received? Read all about it in our 3rd Quarter Newsletter, link below! https://www.thrivent.com/literature/compassfinancialgroupnewsletter.pdf

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August 2025 Market Update: Stocks set new highs, despite concerns

In the latest market update, Thrivent Asset Management experts discuss concerns about some data, while stocks continue to set new highs.

Market volatility continues, and we anticipate growth to slow.

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Should you get life insurance in your 20s? 5 reasons to consider it

Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​

When you have children or other dependents, the protection offered by life insurance can become a financial necessity. But that doesn't mean you have to put...

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"He has made everything beautiful in its time. He has also set eternity in the human heart; yet no one can fathom what God has done from beginning to end." - Ecclesiastes 3:11

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"He has made everything beautiful in its time. He has also set eternity in the human heart; yet no one can fathom what God has done from beginning to end." - Ecclesiastes 3:11

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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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Pros & cons of paying off your mortgage before you retire

If you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire? While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.

If you bought or refinanced your home when you were in your mid-30s or older, you may find yourself headed into retirement with a mortgage in tow. You may have...

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Thrivent Market & Economic update

Thrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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