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News and Insights

Happy Birthday, Megan! 🎉 Help us celebrate one of the newest members of our COR team! Megan plays a key role in our marketing, event coordination, and client experience efforts, making a meaningful impact since joining COR in September. She supports our communications and helps strengthen the way we connect with clients. She shares that her favorite part of working at COR Financial is the supportive team environment—one where collaboration comes naturally and everyone genuinely wants to see each other succeed. Outside the office, Megan enjoys spending time with family and friends, getting outdoors to boat and hike, and exploring new travel destinations. She also loves baking and crafting—and never passes up a good slice of cheesecake on her birthday! 🍰 Happy Birthday, Megan—wishing you a blessed birthday and year ahead! #CORFinancialGroup #TeamSpotlight #HappyBirthday

TODAY IS GIVING TUESDAY! ❤️ Each contribution—big or small—is an act of generosity that helps bring about meaningful change. Join us in supporting Detroit Zoological Society and Special Olympics of Wisconsin! For every $2 donated on Thrivent’s giving platform, Thrivent will match $1 up to $20,000 per Thrivent Member Network.* To donate: Michigan clients look here: https://thrivent.cotribute.co/events/1190942/detail Wisconsin clients look here: https://thrivent.cotribute.co/events/1191009/detail #CORFinancialGroup #GivingTuesday #DetroitZoo #SpecialOlympicsWI *Donations made online to featured organizations through Thrivent’s giving platform and at in-person events on Giving Tuesday, Dec. 2, 2025, will be matched $1 for every $2 donated up to $20,000 per Thrivent Member Network. Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donations made through Thrivent’s online giving platform.

The holidays are a perfect time to shine your light through generosity! ✨ Stay tuned as we share different ways to give this season—whether through Giving Tuesday, Thrivent Action Teams, or Thrivent Cause Kits. Share a financial blessing or give the gift of your time to make a difference that reflects God's love! #CORFinancialGroup #SeasonOfGenerosity #ShineYourLight #LiveGenerously

As we enter the first weekend of Advent, we’re reminded of a powerful truth: God’s light can break into the darkest places! 🕯️ “The people who walked in darkness have seen a great light; those who lived in a land of deep darkness—on them light has shined.” — Isaiah 9:2 May this season lead us toward hope as we wait with expectation—trusting that the Light of Christ shines with guidance and peace for every heart. #CORFinancialGroup #FirstSundayOfAdvent #HopeCandle

As Gratitude Month comes to a close, we’re reminded of one of our favorite truths: “Let your light shine before men, that they may see your good works and glorify your Father in heaven.” –Matthew 5:16 We’re deeply grateful for the opportunity to serve others in a way that reflects God’s light—helping people see their finances not just as numbers, but as a way to live out their faith, bless others, and glorify Him. When we live with gratitude and purpose, our light shines brighter—inspiring generosity, hope, and joy in the world around us. May we continue to live generously and let our gratitude point others back to the Source of every good gift. #GratitudeMonth #CORFinancialGroup #FaithAndFinance #LiveGenerously #LetYourLightShine

This Thanksgiving, we want to take a moment to say thank you! ❤️ We’re incredibly grateful for the opportunity to walk alongside you—helping you plan with confidence, live generously, and pursue what matters most. From our COR Financial Group of Thrivent family to yours, we pray your holiday is filled with peace, joy, and gratitude! Happy Thanksgiving! 🦃 #CORFinancialGroup #HappyThanksgiving #GratefulHearts

Thank you to everyone who spent the evening with us at the Historic Michigan Theater! We’re truly grateful you chose to share your time with us—your presence is what made the night so memorable. As we reflect on the evening, we’re excited to share the results of our charity awards! Grand Prize – $1,000: Hope Clinic Second Prize – $500: Humane Society Third Prize – $250: Food Gatherers, MOST Ministries, Saint Jude Participant Gifts – $100 each: Forgotten Harvest, Friends In Deed, House N2 Home, American Cancer Society, Anbu Your participation not only uplifts these incredible nonprofits—it also reminds us how fortunate we are to serve such generous clients. We appreciate you more than you know! ❤️ #CORFinancialGroup #ClientAppreciation #HistoricMichiganTheater #LiveGenerously

Give more, together Rooted in generosity, Giving Tuesday is a one-day event where we come together in support of communities and causes. Each contribution—big or small—is an act of generosity that helps bring about meaningful change. Join us in supporting featured organizations on Tuesday, Dec. 2. Gift matching opportunity Our featured partners and the important work they do are the heart behind Giving Tuesday. For every $2 donated on Thrivent’s giving platform, Thrivent will match $1 up to $20,000 per Thrivent Member Network.* To donate on Giving Tuesday Michigan clients look here: https://thrivent.cotribute.co/events/1190942/detail Wisconsin clients look here: https://thrivent.cotribute.co/events/1191009/detail *Donations made online to featured organizations through Thrivent’s giving platform and at in-person events on Giving Tuesday, Dec. 2, 2025, will be matched $1 for every $2 donated up to $20,000 per Thrivent Member Network. Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donations made through Thrivent’s online giving platform.

It’s showtime ✨ We look forward to seeing you tonight at the Historic Michigan Theater for The Sound of Music! 📍 603 E Liberty St., Ann Arbor, MI 🎟️ Friday, November 21 at 5:30 PM 🍿 Wine, beer, hors d’oeuvres, and popcorn will be served. We can’t wait to celebrate a wonderful evening with you! #CORFinancialGroup #ClientAppreciation #TheSoundOfMusic #HistoricMichiganTheater

Today we’re especially grateful for our local communities—the nonprofits, volunteers, and generous hearts that make our areas such meaningful places to live and give! Every act of service, big or small, creates ripples of hope, and we’re proud to see so many people living generously and supporting causes that matter. ❤️ As we continue sharing stories of organizations doing incredible work across our regions, we’re excited to spotlight our Wisconsin charities that are making a big difference in our communities. Which local organization are you grateful for this season? Tag them below so we can celebrate them together! #GratitudeMonth #CORFinancialGroup #LiveGenerously #CommunityImpact

Top 7 charitable giving strategies: Maximizing tax benefits and impact

During this season of giving, we’re reminded how powerful generosity can be! Thoughtful charitable giving doesn’t just make an impact — it can also play a meaningful role in your financial plan as you support the causes you care about. ❤️ At Thrivent, we value generosity and the difference it can make. Let’s connect and discuss charitable giving options that are strategic, meaningful, and tailored to your goals. #CORFinancialGroup #SeasonOfGiving #FinancialPlanning #GiveWithPurpose

This week, we’re feeling especially thankful for our mentors, team members and families who help make our work meaningful! Whether brainstorming ways to serve clients, encouraging one another through challenges, or celebrating wins together—we’re blessed to be surrounded by people who lead with purpose and heart. Who in your family or your work community are you most grateful for? Tag them below so we can appreciate them alongside you! #GratitudeMonth #CORFinancialGroup #PurposeDrivenWork #FaithAndFinance

This Veterans Day, we’re proud to recognize Stefani, a valued member of our team and a U.S. Navy veteran. After seeking a greater sense of purpose, Stefani was inspired by her brother’s example to enlist—beginning a journey that would shape her life and career. She served as a Gunner’s Mate with Assault Craft Unit 5 at Camp Pendleton and later aboard the Zumwalt-class destroyer DDG 1001 in San Diego. Her military experience continues to inspire her today, fueling her passion for supporting and serving others through her work. For Stefani, Veterans Day goes beyond acknowledging service. It’s a heartfelt reminder of the camaraderie and lasting connection shared among those who’ve served—both her fellow sailors and the generations of veterans who paved the way. This Veterans Day, we thank Stefani and all who have served for their courage, dedication, and sacrifice. 💙 #VeteransDay #ThankYouVeterans #USNavyVeteran #ServiceAndSacrifice

We’re honored to highlight Hope Clinic, a nonprofit that cares for our community through free medical, dental, food, and care services. Their mission centers on partnership—bringing people together to provide Whole Person Health Care that nurtures the body, mind and spirit. Thanks to your votes at our last event, Hope Clinic earned the grand prize—a reflection of the meaningful difference they continue to make in our community. This year, we’re excited to welcome Ross Weener from Hope Clinic as our guest speaker at the Sound of Music event at the Michigan Theater! Ross and the team at Hope Clinic remind us that generosity isn’t just about giving—it’s about caring for one another. #LiveGenerously #HopeClinic #ServingWithHope #CORFinancialGroup #MichiganTheaterEvent

Movie Trivia Monday! 🎥 How many Von Trapp children are there in The Sound of Music? A) 5 B) 7 C) 9 Comment your guess below — and find out if you’re right at our Sound of Music showing on November 21! #CORFinancialGroup #ClientAppreciation #MichiganTheater #MovieTriviaMonday

Join COR Financial Group of Thrivent for a private showing of The Sound of Music at the Historic Michigan Theater on Friday, November 21st at 5:30 PM. Bring your family and friends for an evening filled with music, joy, and community! If you haven’t RSVP’d yet, please check your invitation and either scan the QR code or email clientexperienceteam@thrivent.com to let us know you’ll be attending! We can’t wait to see you at the theater! 🎬🍿🎶 #CORFinancialGroup #ClientAppreciation #MichiganTheater

Today we’d like to say a huge thank you to the following 5 organizations: 1. Hope Clinic 2. Friends In Deed 3. Food Gatherers 4. Anbu International 5. Most Ministries Thank you for the work you do to make our community a better place, and the world around us a place that looks more like Christ. As a way to express our gratitude for the incredible work happening in Ann Arbor and beyond, we’ll be raising funds at our upcoming Michigan Theater event! Each guest will have the opportunity to vote for one of ten featured charities, helping us decide where the donations will go. Thank you for all you do to make our community, and our world a better place! Stay tuned to see which organization will receive the $1,000 grand prize after the event! #CORFinancialGroup #LiveGenerously #TogetherWeThrive #MichiganTheaterEvent

Today we’re especially thankful for our Ann Arbor community — the nonprofits, volunteers, and generous hearts that make this such a wonderful place to live and give! Every act of service, whether big or small, creates ripples of hope. We’re inspired by so many who live generously and invest in causes that truly make a difference. As a way to express our gratitude for the incredible work happening in and around Ann Arbor, we’ll be raising funds at our upcoming Michigan Theater event! Each guest will have the opportunity to vote for one of ten featured charities, helping us decide where the donations will go. Here are the first five charities being featured: 1. American Cancer Society 2. House N2 Home 3. Forgotten Harvest 4. Humane Society of Huron Valley 5. St. Jude Children’s Research Hospital Thank you for all you do to make our community a better place! Stay tuned to see which organization will receive the $1,000 grand prize after the event! #CORFinancialGroup #LiveGenerously #TogetherWeThrive #MichiganTheaterEvent

November is Gratitude Month — a time to pause, reflect, and give thanks! In our work with clients, we see every day how gratitude shapes not just our outlook, but our financial choices too. When we approach our resources with thankful hearts, generosity naturally follows. That is where real joy is found! This month, we’ll be sharing a few things we’re especially grateful for — the people, partnerships, and moments that remind us of why we love doing what we do. We’d love for you to join us in this reflection! What’s one thing you’re grateful for today? #GratitudeMonth #CORFinancialGroup #LiveGenerously #FaithAndFinance #PurposeDrivenLiving

Movie Trivia Monday! 🎥 In which Austrian city was much of The Sound of Music filmed? A) Vienna B) Salzburg C) Innsbruck Comment your guess below and find out the answer on the big screen at our private showing of The Sound of Music!