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Insights

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

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Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.​ See thrivent.com/social for important disclosures.

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Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.​ See thrivent.com/social for important disclosures.

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2026 IRA contribution deadline: There's still time to maximize your savings

April 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️

The calendar has officially flipped to 2026, but you can still contribute to an Individual Retirement Account (IRA) for the 2025 tax year.

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Retirement savings by age: What's average & what's recommended

Curious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇

Wondering if your retirement savings are on track? Learn how much people have saved by age on average and what those numbers can—and can't—tell you...

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This past Saturday, our team braved the wind and held a shred event at Prince of Peace Lutheran Church in Fernandina Beach. The community collected over 413 pounds of food for the Barnabas Center, while shredding over 4800 pounds of paper! Thank you to everyone who came out to support our event and make a difference in their community!

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This past Saturday, our team braved the wind and held a shred event at Prince of Peace Lutheran Church in Fernandina Beach. The community collected over 413 pounds of food for the Barnabas Center, while shredding over 4800 pounds of paper! Thank you to everyone who came out to support our event and make a difference in their community!

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First Coast Group is pleased to welcome Wendi Orr as a financial advisor to our team! Wendi is excited to begin her journey with Thrivent and will be a wonderful asset to our team and the community. She shares our passion being generosity driven and helping our clients receive personalized attention. Please help us welcome her to our team! We will see you around Jacksonville!

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First Coast Group is pleased to welcome Wendi Orr as a financial advisor to our team! Wendi is excited to begin her journey with Thrivent and will be a wonderful asset to our team and the community. She shares our passion being generosity driven and helping our clients receive personalized attention. Please help us welcome her to our team! We will see you around Jacksonville!

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firstcoastgroupnewsletter.pdf

Enjoy our latest edition of First Coast Group Connection. There are some events that have limited seating, so please sign up on the link if you are interested. https://www.thrivent.com/literature/firstcoastgroupnewsletter.pdf

PDF Document

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For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j

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For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/4cVuu2j

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March 2026 Market Update: Wobbling stocks, stronger bonds

Markets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.

Heightened geopolitical and market uncertainty in February pushed investors toward bonds and commodities.

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Explore a career built on meaningful work with unlimited potential. As a Thrivent financial advisor, you can choose the path that fits you best—whether that's starting as a virtual financial advisor, joining a team or leading a practice. Start your journey here 👉 thriventcareers.com/4a5fr2T

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Explore a career built on meaningful work with unlimited potential. As a Thrivent financial advisor, you can choose the path that fits you best—whether that's starting as a virtual financial advisor, joining a team or leading a practice. Start your journey here 👉 thriventcareers.com/4a5fr2T

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First Coast Group members you are all Amazing!! Thank you, all of your generosity, to help make our community a better place to be. You are living the example of #wheremoneymeansmore

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First Coast Group members you are all Amazing!! Thank you, all of your generosity, to help make our community a better place to be. You are living the example of #wheremoneymeansmore

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.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

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.

Designations

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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