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News and Insights

We’re incredibly grateful for the people who make up COR Financial Group. ❤️ Our team brings dedication, kindness, and a heart for serving others to everything we do. We’re thankful for the opportunity to work alongside one another and, most importantly, for the relationships we’ve built with the clients and families we’re privileged to serve! #CORFinancialGroup #TeamGratitude #ThankfulForOurTeam

Happy Birthday, Samantha! 🎉 Today we're celebrating someone whose dedication, thoughtfulness, and commitment to serving others make such a positive impact at COR! In her role supporting office operations, Samantha helps create positive client experiences while keeping their needs a priority. Her thoughtful support, attention to detail, and commitment to efficiency help ensure our team’s objectives are not only met but exceeded! Samantha shares that one of her favorite parts about working at COR is being part of a team that genuinely cares—not only about one another, but also about the clients and families we serve. She’s grateful to be surrounded by a culture of support, collaboration, and compassion that makes each day rewarding! Outside of the office, Samantha enjoys road trips, hiking, strolling through farmers markets, and spending time with her husband, Austin, and their son, Wyatt. And when it comes to birthday treats, Samantha's favorites include banana cream pie or chocolate croissants! 🥧🥐 Please join us in wishing Samantha a very happy birthday and a wonderful year ahead! #CORFinancialGroup #TeamSpotlight #HappyBirthday

Member Benefit Spotlight: Thrivent Action Teams Turn generosity into action. ❤️ One of the many benefits available to eligible Thrivent clients is the opportunity to lead a Thrivent Action Team, a hands-on way to support the people and causes you care about! Whether you're organizing a service project, supporting a local nonprofit, or bringing your community together, an Action Team can help turn your idea into action. Interested in learning more or applying? Visit: https://www.thrivent.com/about-us/membership/thrivent-action-teams, or reach out to our team. We'd love to help you get started! #CORFinancialGroup #ThriventMemberBenefit #ThriventActionTeams See thrivent.com/social for important disclosures.

Happy Birthday, Janell! 🎉 Today we're celebrating someone whose passion, dedication, and caring heart make such a meaningful impact at COR! As our Director of Client Experience, Janell plays an important role in building strong relationships and creating positive experiences for our clients. She has a wonderful way of making people feel supported and valued while helping foster a culture of collaboration, innovation, and care across our team. Janell shares that one of her favorite parts about COR is the talented team she works alongside, who bring decades of experience and a shared commitment to one another. Above all, the team is dedicated to serving clients with unreasonable hospitality, and Janell brings that same spirit of care and dedication to everything she does! Outside of the office, Janell enjoys spending time outdoors with her husband, Paul, and their family. She also loves baking, crocheting, hiking, kayaking, and stand-up paddleboarding! And when it comes to birthday treats, Janell's favorites include ice cream or cheesecake! 🍦🍰 Please join us in wishing Janell a very happy birthday and a wonderful year ahead! #CORFinancialGroup #TeamSpotlight #HappyBirthday

There’s a shift in your mindset when you move from saving and investing for retirement to spending those savings—and understanding the tax implications that come with it. If your goal is to grow, spend, and give more of your wealth, planning is key! ❤️ Join us with guest speaker Eric Murphy, Advisor Solutions Consultant at Thrivent, for our Five Phases of an IRA workshop to discover: ✔️ How the five phases of an IRA relate to different stages of retirement. ✔️ How time can impact tax-deferred retirement accounts. ✔️ Strategies to consider that may help reduce the taxes you and your heirs could pay. 📅 Thursday, August 20, 2026 | 6:00 PM Join us for this complimentary educational workshop and gain valuable insights to help you navigate the different phases of your IRA with greater confidence. Register today: https://bit.ly/iracor #CORFinancialGroup #RetirementPlanning #IRAPlanning #FinancialEducation See thrivent.com/social for important disclosures.

🎒 Our clients helped make a difference for local children this back-to-school season! At our Client Appreciation Picnic on August 7, our clients came together to pack 72 backpacks filled with school supplies for local children. We’re grateful for the opportunity to turn time together into an opportunity to give back to our community. The completed backpacks were donated to the Foster Closet, helping local children head into the new school year with the supplies they need to feel ready and confident. Thank you to all of our clients who helped make this project possible! ❤️ #CORFinancialGroup #ThriventActionTeam #MIFosterCareCloset #ClientAppreciationPicnic

Today is the Day! 🎉 Our team is busy putting the finishing touches on this evening's Client Appreciation Picnic, and we can't wait to welcome everyone! From setting up tables and games to preparing refreshments and activities, it's all coming together for a fun evening of connection, laughter, and appreciation. 🚗 For your convenience, guests are asked to park at Trinity Church, 10101 Ann Arbor Road W., Plymouth, MI 48170. A complimentary shuttle service will be running continuously throughout the evening to transport guests to and from the event site. We're so grateful for the opportunity to celebrate the incredible clients who make what we do so meaningful. Safe travels, and we'll see you soon! #CORFinancialGroup #ClientAppreciation #BehindTheScenes

Please help us welcome Nolan and Jeremiah! 🎉 We're excited to officially welcome Nolan and Jeremiah as our newest Associate Financial Advisors following their upcoming college graduations! After spending time with us as interns, they've become valued members of our team through their eagerness to learn, dedication to serving others, and commitment to building meaningful relationships. We're excited to see them continue helping individuals and families live generously and leave a lasting impact on the people and causes they care about. Congratulations, Nolan and Jeremiah! We're grateful to have you on the team and can't wait to see all you'll accomplish. Please help us give them a warm welcome in the comments! ❤️ #CORFinancialGroup #WelcomeToTheTeam See thrivent.com/social for important disclosures.

Celebrating with our clients is one of our favorite traditions—but giving back together makes it even more meaningful! ❤️ During our annual Client Appreciation Picnic, clients and team members will pack 72 backpacks filled with school supplies for local children in grades K–5, helping students head back to school with the tools they need for a successful year. 🎒✏️ We're grateful for opportunities like these to come together, serve our community, and make a meaningful impact—one backpack at a time! #CORFinancialGroup #ThriventActionTeam #ClientAppreciation #LiveGenerously See thrivent.com/social for important disclosures.

We're celebrating National Ice Cream Month the best way we know how—with a quick team trip to The Creamery! 🍦 From peanut butter to chocolate with whipped cream, everyone had their favorite scoop, making for a sweet break in the day! Now we want to hear from you... what's your favorite ice cream flavor? 🍨 Share it in the comments below! #CORFinancialGroup #NationalIceCreamMonth

Happy Birthday, Jeremiah! 🎉 Today we’re celebrating one of our fantastic team members! Jeremiah plays an important role in supporting our advisors and team as we serve our clients, and we’re grateful for the thoughtfulness, dedication, and heart for serving others that he brings each day! When asked about his favorite part of working at COR, Jeremiah shared that it’s the opportunity to plan and help create thoughtful strategies that make a meaningful impact for our clients and team. Outside of the office, Jeremiah enjoys playing guitar, reading, and spending time with friends and family. He also serves his community as a member of the Board of Directors for Family Promise of Washington County. And when it comes to birthday celebrations, sushi and doughnuts are at the top of his list! 🍣🍩 Please join us in wishing Jeremiah a very happy birthday and a great year ahead! #CORFinancialGroup #TeamSpotlight #HappyBirthday

Happy Birthday, Molly! 🎉 Today we're celebrating someone whose leadership, dedication, and attention to detail help keep everything running smoothly at COR! As our Director of Administration, Molly oversees our office operations and administrative functions with care and excellence. For more than 20 years, she has played an essential role in helping our team serve clients efficiently while continually improving our processes to ensure every detail receives the attention it deserves. Molly says one of the things she loves most about working at COR is our culture of caring for both clients and our teammates. Every day, she's grateful to be surrounded by people who are committed to making a positive difference in the lives of others! Outside of the office, Molly enjoys spending time with her husband, Craig, and their two children, Emily and Noah. When it comes to birthday treats, there's no question about her favorite—chocolate peanut butter ice cream! 🍫🍦 Please join us in wishing Molly a very happy birthday and a wonderful year ahead! #CORFinancialGroup #TeamSpotlight #HappyBirthday

Our Client Appreciation Picnic is almost here! Join us for an evening of great food, live music, family-friendly activities, and wonderful company as we celebrate the relationships we've built with our clients! From a delicious BBQ dinner to lawn games, a petting zoo, and entertainment from Mr. B Piano, there's something for everyone to enjoy! 📅 Friday, August 7 ⏰ 5:00–8:30 PM 📍6900 E. Joy Road Ann Arbor, Michigan If you haven't RSVP'd yet, there's still time! Let us know you'll be joining us—we can't wait to see you there! #CORFinancialGroup #ClientAppreciationPicnic #CelebratingTogether

Member Benefit Spotlight: Thrivent Cause Kit™️ Volunteerism made easy. ❤️ With a Thrivent Cause Kit, you and your family can make a meaningful difference together from the comfort of your home. Each pre-packaged kit makes it simple to put generosity into action while helping provide essential resources to communities around the world. Each kit includes: • Everything you need to complete the project • Easy step-by-step instructions • A prepaid return label to send back your completed kit Choose between assembling water filters or solar lights, each helping provide life-changing resources to those in need around the world. It's a simple way to make an impact—one project at a time. Learn more and request your free kit today: https://www.thrivent.com/about-us/membership/thrivent-cause-kit #CORFinancialGroup #ThriventMemberBenefit #CauseKits See thrivent.com/social for important disclosures.

We were grateful for the opportunity to spend time with local pastors at the Thrivent Pastors Golf Outing! ⛳ Our pastors faithfully invest in their churches and communities every day, and it was a privilege to show our appreciation while enjoying a little friendly competition on the course. Thank you to each pastor who joined us—we're thankful for your leadership, servant hearts, and the meaningful impact you make in the lives of so many. We look forward to continuing to build relationships and finding new ways to support the important work you're doing in our communities! ❤️ #CORFinancialGroup #PastorAppreciation

Happy Fourth of July from all of us at COR Financial Group! Wishing you a safe, joyful, and blessed Independence Day filled with family, friends, and time to enjoy all that makes this holiday special. ❤️ #CORFinancialGroup #IndependenceDay #HappyFourthOfJuly

Grief can feel overwhelming, and in the midst of loss, everyday responsibilities don't simply pause. That's why Thrivent offers Empathy—a valuable member benefit designed to provide compassionate support during life's most difficult moments. Members are paired with a dedicated Care Manager who can help navigate both the practical and emotional aspects of loss, including funeral planning, estate and account guidance, and personalized grief resources. One of the most meaningful parts of this benefit is that members can also extend this support to loved ones, helping ensure no one has to navigate loss alone. Caring for others is at the heart of what we do. If you're a Thrivent member, we encourage you to learn more about this thoughtful benefit and the support it provides when it's needed most. ❤️ Learn more: thrivent.com/empathy #CORFinancialGroup #ThriventMemberBenefit #Empathy See thrivent.com/social for important disclosures.

Member Benefit Spotlight: Thrivent Choice Dollars®️ Giving back has never been easier! ❤️ If you're a Thrivent member, you have the opportunity to help direct Thrivent's charitable funding to organizations that matter to you—whether it's your church, a local nonprofit, or another eligible charity. Even better, Thrivent has made the program more accessible, and Choice Dollars are now available to every Thrivent member! Your 2026 Choice Dollars have already been designated based on your qualifying product activity. All that's left to do is log in and recommend where you'd like them to go before December 31, 2026. It's a simple way to make a meaningful impact in your community—at no additional cost to you. Log in and direct your Choice Dollars today! #CORFinancialGroup #ThriventMemberBenefit #ChoiceDollars See thrivent.com/social for important disclosures.

The 2027 Thrivent Calendar is almost here! 📅 Pre-order your copy today and look forward to a year rooted in reflection and grace! Featuring inspiring images and thoughtful reflections centered on the theme “God’s Handiwork,” this calendar is a meaningful way to bring faith, beauty, and intention into everyday life. 📦 Pre order by July 31st 📬 Calendars ship in October 👉 Reserve yours today: https://bit.ly/41PtTIz #CORFinancialGroup #GodsHandiwork #ThriventMemberBenefits

Lessons Worth Passing On ❤️ This Father's Day weekend, we're reflecting the financial lessons and values that endure across generations. 💬 What's a piece of financial wisdom that has been shared across generations in your family? Share in the comments below! #CORFinancialGroup #FathersDay #FinancialWisdom See thrivent.com/social for important disclosures.