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News and Insights

📅 Year-End Reminder: Don't Forget Your RMD! As we approach the end of the year, now is a great time to review your retirement accounts and make sure you've taken your Required Minimum Distribution (RMD), if applicable. Have you thought about how you might use your distribution? Whether it's supporting your retirement lifestyle, helping loved ones, reinvesting for the future, or giving back to a charitable cause, your RMD can be an opportunity to support what matters most to you! ❤️ With year-end approaching, now is a great time to make sure your RMD is taken care of before the December 31 deadline. Have questions? Our team is happy to help you review your options and consider how your distribution fits into your financial goals! #CORFinancialGroup #RequiredMinimumDistribution #YearEndPlanning See thrivent.com/social for important disclosures.

A fresh new look for our West Bend office! ❤️ We’re excited to share a few updates to our West Bend space! From new carpet, fresh paint, and updated furniture to an expanded office layout, our space has been given a refresh. We’ve also grown to include five additional offices and a new conference room, giving us even more room to welcome clients, connect, and grow together. We’re grateful for the opportunity to continue growing and creating spaces where meaningful conversations and lasting relationships can flourish. We look forward to welcoming you in! #CORFinancialGroup #WestBendOffice #GrowingTogether

Gratitude Series ❤️ The People Who Make a Difference Behind every meaningful relationship and opportunity to serve are people who care. We’re grateful for the colleagues who encourage one another, share their gifts, and bring kindness and purpose to the work we do each day! We thank God for the opportunity to work alongside people who share a heart for serving others and for the many ways we can learn, grow, and support one another along the way. As we reflect on our blessings, we’re reminded that the people we walk alongside make the journey all the more meaningful. #CORFinancialGroup #GratitudeSeries #GratefulForOurTeam

⚾ Are You Covering All Your Financial Bases? In baseball, getting home starts with covering each base. The same idea applies when planning for your financial future. At COR Financial Group, we help clients explore the different pieces of their financial picture, from protecting the resources they’ve built and preparing for retirement to managing investments, considering tax strategies, and giving in ways that reflect their values and priorities. Every financial journey is unique. Have you covered all your financial bases? #CORFinancialGroup #CoveringYourFinancialBases See thrivent.com/social for important disclosures.

Sharing Knowledge in Charitable Planning ❤️ This week, Andrew Mortenson, had the opportunity to speak with fellow Thrivent representatives about charitable giving strategies. At COR Financial Group, we recognize that financial planning is about more than numbers. It can also be an opportunity to support the causes you care about, reflect your values, and make a meaningful impact in your community! Our focus on charitable planning helps bring these conversations to the forefront, encouraging individuals and families to consider how their financial resources can support the people and causes that matter most to them. Interested in exploring how charitable giving could fit into your financial plan? We’d love the opportunity to connect with you! #CORFinancialGroup #CharitableGiving #LegacyPlanning See thrivent.com/social for important disclosures.

Gratitude Series ❤️ The Blessing of Giving Back We’re grateful for the opportunities we’re given to serve our communities, support meaningful causes, and make a difference in the lives of others. Through generosity, acts of kindness, and a willingness to lend a helping hand, we can reflect God’s love in meaningful ways. We’re thankful for the organizations, volunteers, and community members who work every day to make a positive difference in the lives of those around them. As we continue our Gratitude Series, may we look for opportunities to share our blessings and serve others with grateful hearts. What local organization or cause are you especially thankful for? #CORFinancialGroup #GratitudeSeries #BlessedToServe

We’re so thankful for the opportunity to celebrate David Granner and reflect on his remarkable 35-year career with Thrivent! ❤️ We thank God for David’s dedication to serving others and the lasting impact he has made throughout the years. David, we wish you many blessings in this next chapter! #CORFinancialGroup #FaithAndService

A little look inside our new Michigan office! ❤️ Our new space in Ann Arbor is ready, and we’re so excited to welcome our clients through the doors! We’re grateful for this new chapter for our Michigan team and look forward to continuing to serve you in a space where meaningful conversations and relationships can continue to grow. We look forward to welcoming you in and seeing you soon! #CORFinancialGroup #MichiganOffice #OfficeReveal

“Give thanks to the Lord, for he is good; his love endures forever.” — Psalm 107:1 As we welcome a new season, we're reminded of the importance of pausing to recognize the blessings woven into our everyday lives! This fall, we're starting our Gratitude Series to reflect on the people, moments, and reminders of God's goodness that make life meaningful. Throughout the coming weeks, we'll be sharing reflections on gratitude, faith, and living with purpose! May this season encourage us to slow down, appreciate what matters most, and carry grateful hearts into each new day. ❤️ #CORFinancialGroup #GratitudeSeries #GratefulHeart

Planning for the future often means thinking beyond today! Join us for an educational webinar covering important estate and retirement planning topics, along with considerations for caring for loved ones and protecting what matters most. ❤️ This event is designed for clients and their adult beneficiaries. We encourage you to invite your beneficiaries to join us! Special guest speaker: Eric W. Bilger, FIC, Financial Advisor, Thrivent Event: October 7, 2026 | 6:00 PM Register here: https://bit.ly/NPAOct7 Event: October 20, 2026 | 11:30 AM or 6:00 PM Register here: https://bit.ly/GLOct20 #CORFinancialGroup #LegacyPlanning #LeavingAThrivingLegacy See thrivent.com/social for important disclosures.

☕ Happy National Coffee Day! There’s something special about a good cup of coffee, especially when it’s shared with good people. From conversations with clients to mornings with our team, we’re grateful for the moments that bring us together! Here’s to good coffee, meaningful conversations, and the people who make each day special! 🤎 What’s your favorite coffee shop to visit? Ours is Café Floriana! #CORFinancialGroup #NationalCoffeeDay #CoffeeAndConversation

Welcome to the team, Rebecca! 🎉 Today we’re excited to welcome someone who brings a heart for serving others and a genuine desire to make a positive difference to COR Financial! Rebecca recently joined our team as a Client Experience Coordinator, and we’re so grateful to have her as part of the COR family! We’re excited for the care, energy, and support she’ll bring to our team and the client experience. Outside of the office, Rebecca loves spending time with family—especially her little nieces and nephews! She also enjoys visiting theme parks, relaxing at the beach, and going on spontaneous adventures. Welcome to COR, Rebecca—we’re so glad you’re here and look forward to all the great things ahead! #CORFinancialGroup #WelcomeToCOR

Today is World Gratitude Day, a beautiful reminder to pause and reflect on the people, relationships, and blessings God has placed in our lives! ❤️ At COR Financial Group, we are especially grateful for our clients and the relationships we’ve been blessed to build with you. Our team is thankful for the opportunity to walk alongside you through life’s many seasons and serve you with care and purpose. Thank you for allowing us to be part of your journey. We truly appreciate you! What’s at the top of your gratitude list today? #CORFinancialGroup #WorldGratitudeDay

Life Insurance Awareness Month ❤️ A carefully organized financial plan is about more than preparing for your own future. It’s about the people and causes you care about and the lasting impact you hope to leave behind. Life insurance can be one part of a thoughtful financial strategy—helping provide for loved ones, support charitable intentions, and carry your values forward for generations to come! As you look ahead, does your current plan reflect the legacy you hope to leave behind? #CORFinancialGroup #LifeInsuranceAwarenessMonth #FinancialPlanning See thrivent.com/social for important disclosures.

After more than 35 years of serving clients, we’re celebrating David Granner and the incredible legacy he has built at COR Financial Group. Since 1991, David has led with a simple but meaningful approach: listen first, care deeply, and provide thoughtful guidance rooted in each client’s unique goals and values. His expertise, creativity, integrity, and genuine commitment to people have made a lasting impact on so many lives! David, thank you for the years of wisdom, friendship, leadership, and faithful service you’ve shared with our clients and our team. We are incredibly grateful for all you have given to COR Financial and look forward to celebrating this next chapter with you! Congratulations on your retirement, David! We wish you all the best in the years ahead. ❤️ #CORFinancialGroup #RetirementCelebration #LegacyOfService

📍 A NEW HOME FOR OUR MICHIGAN TEAM! We’re excited to share that our Michigan office is moving! Beginning October 1, 2026, our Michigan team will be serving you from: 2000 Hogback Rd., Suite 2 Ann Arbor, MI 48105 While our address is changing, our commitment to caring for our clients and providing exceptional service remains the same. We’re looking forward to welcoming our Michigan clients to our new home and continuing to serve you there! #CORFinancialGroup #AnnArborMI #NewLocation #OurNewHome

Hard work is about more than what we accomplish—it’s about the people and purpose behind it! ❤️ This Labor Day, we’re grateful for the many people who pour their time, talents, and energy into their families, workplaces, and communities. May today be a chance to pause, reflect, and enjoy the fruits of your labor. #CORFinancial #LaborDay #CelebrateHardWork

A Life of Giving Back ❤️ Dolly Parton is known around the world for her music, but perhaps one of her most meaningful legacies is the way she has used her success to serve others. Through Dolly Parton’s Imagination Library, children receive a free book every month from birth to age five—helping families build home libraries and giving children the opportunity to dream, learn, and grow. Her philanthropic work has also supported communities affected by natural disasters, education, and countless other causes close to her heart. What we love most about Dolly’s story is the reminder that generosity isn’t simply about how much we have—it’s about what we choose to do with what we’ve been given. Whether it’s investing in the next generation, supporting a neighbor, volunteering our time, or simply showing up when someone needs us, we all have the opportunity to make a difference! #CORFinancialGroup #Generosity #LivingWithPurpose #DollyPartonLegacy See thrivent.com/social for important disclosures.

Happy Birthday, Peter! 🎉 Today we are celebrating Peter and the dedication he brings to both his work and the people he serves! As a Wealth Advisor, Peter Go enjoys helping clients prepare for retirement and consider how their time, resources, and energy can be directed toward what matters most. He believes financial planning goes beyond portfolios—it’s also about stewardship to align financial decisions with personal values and goals. One of Peter’s favorite parts of his work is the relationships he builds with clients over time. Being able to walk alongside people as they prepare for their next chapter is both meaningful and rewarding! When he’s away from the office, Peter enjoys spending time outdoors with his wife, Grace, and their three kids. He’s also a coach and an avid Brewers fan! And when it comes to birthday treats, Peter says you can’t go wrong with cheesecake or ice cream! 🍰🍦 Please join us in wishing Peter a very happy birthday and a wonderful year ahead! #CORFinancialGroup #TeamSpotlight #HappyBirthday See thrivent.com/social for important disclosures.

It was a great day on the course for an even greater cause! ⛳ Jerred Grell represented COR Financial at the Kara Welsh Legacy Golf Outing, where we were proud to be a sponsor. Jerred also put together an auction basket through a Thrivent Action Team project, creating another opportunity to support the event and its mission! It was a wonderful day of golf, generosity, and bringing people together for a meaningful cause! #CORFinancial #CommunityImpact #ThriventActionTeam See thrivent.com/social for important disclosures.