Financial News and Articles with First Coast Group in Jacksonville FL

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Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.

Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.Explore whether a DAF is right for you. ⬇️

Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.Explore whether charitable bunching is right for you. ⬇️Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.

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Thank You for Giving Through Our Shredding Event!A heartfelt thank you to everyone who participated in our recent Shredding Event! Because of your generosity and support, we collected over 300 pounds of food for Ruth's Place and safely shredded more than 3,000 pounds of confidential documents.Your contributions helped protect personal information while also providing much-needed support to individuals and families in our community. Together, we are making a difference!#CommunityImpact #RuthsPlace #ShreddingEvent #GivingBack #MakingADifference #FirstCoastGroupConnection

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📚✨ Every Donation Makes a Difference! ✨📚A huge thank you to the University Christian School Excel Club for collecting 261 children's books during our September Book Drive! Their generosity helped bring our grand total to an amazing 1,146 books collected throughout the month of September.Because of the incredible support from our community, the Friends of Augusta Savage Community Center are now able to create a library inside the center, providing children and families with access to books and opportunities to grow a love for reading.This is the perfect example of how every donation, big or small, can make a lasting impact. Thank you to everyone who contributed and helped make this dream a reality!📖❤️ Together, we are changing lives one book at a time.#WhereMoneyMeansMore #FirstCoastGroupThrivent #LiveGenerously #BookDrive #CommunityImpact #MakingADifference

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Today, we honor and celebrate Mike Klein and his remarkable retirement after more than 27 years of dedicated service with Thrivent.For over two decades, Mike has made a lasting impact through his commitment, professionalism, leadership, and unwavering dedication to serving others. His contributions have touched countless lives, inspired colleagues, and helped shape the success of the organization.As Mike begins this exciting new chapter, we thank him for his years of hard work and wish him nothing but happiness, good health, and endless adventures in retirement, with some good fishing!Please join us in congratulating Mike on an outstanding career and wishing him all the best in the journey ahead! 🎊👏Congratulations, Mike! Your legacy will be remembered, and you will be greatly missed. 💙#RetirementCelebration #ThankYouMike #Thrivent #Congratulations #WellDeserved #NewBeginnings #27YearsOfService

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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4qauUq7See thrivent.com/social for important disclosures.

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Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️

firstcoastgroupnewsletter.pdf📖 Enjoy Our Latest Edition of the First Coast Group Connection!The newest edition of the First Coast Group Connection is here! Take a few minutes to catch up on the latest news, community involvement, special events, member highlights, and the great work being done throughout our First Coast group.We hope you enjoy reading and staying connected with all the exciting happenings in our community. Thank you for being part of what makes our group so special!https://www.thrivent.com/literature/firstcoastgroupnewsletter.pdf#FirstCoastGroupConnection #StayConnected #CommunityImpact #MakingADifference #FirstCoastGroup

🍸 What a fantastic Monday!Our team had an amazing time at a mixology class with The Salty Girl Cocktails, where we learned how to create some truly delicious cocktails while supporting an important cause.Thanks to everyone's participation, we were able to provide $525 in gift cards to Micah's Place for survivors seeking safety, support, and a fresh start.A special thank you to The Salty Girl Cocktails for helping us mix fun with purpose. Cheers to giving back and making a difference in our community! ❤️#CommunitySupport #MicahsPlace #GivingBack #TeamBuilding #TheSaltyGirlCocktails

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4qauUq7See thrivent.com/social for important disclosures.

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"For we live by faith, not by sight." - 2 Corinthians 5:7

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September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️

This past Saturday our local member network held a volunteer event at Hunger Fight! Together our members and the community came together to make sure no child goes hungry here on the First Coast. In two hours, our group packed over 8700 meals for children. One of the volunteers told us that her children once received these exact meals from their school and now she is paying it feared and volunteered. Amazing! A prime example of #wheremoneymeansmore.

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Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:• See if you qualify and how much extra you may be eligible to contribute.• Understand the factors that may influence this decision.• Evaluate if contributing more—or another strategy—makes the most sense for your goals.Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️

It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️

Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.

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A heartfelt thank you to everyone who donated and supported this year's drive. Thanks to your generosity, we were able to deliver baby supplies to First Coast Women's Services, and it was an amazing experience to see the impact these donations will have on local families.Together, we collected essential items that will help mothers and babies in our community receive the care and support they need. We are incredibly grateful for everyone who contributed and helped make this drive a success.💜 Thank you for making a difference, one donation at a time!#SummerCollectionDrive #FirstCoastWomensServices #WhereMoneyMeansMore #FirstCoastGroupThrivent #LiveGenerously

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