How to know if you're saving enough for retirementRoadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇
1) The fact that nearly 1/3 of people checking the "Lost and Found" found retirement money that was theirs is a staggeringly high percentage, and highlights just how many people are likely to have forgotten about "old" retirement money. 💰
2) As a matter of practice, along with suggesting periodic checks of unclaimed property at the state level, advisors should also encourage clients to double-check the Retirement Savings Lost and Found.✅
3) I don't think I'll ever not find the name "Retirement Savings Lost and Found" beyond silly.
"Of the 236,269 unique visitors who logged onto the Labor Department’s Retirement Savings Lost and Found Database from its launch in late December 2024 through the end of 2025, about 29.5% — 69,712 — found an old 401(k), pension or other workplace retirement plan associated with their Social Security number" https://www.cnbc.com/2026/02/04/retirement-savings-lost-and-found.html
This is my view at the office most days. I can’t function without my wireless headset! It lets me be hands free to still be able to find things on the computer and on conference calls I can be moving around vs being tied to the phone cord! Do you have a favorite office tool at your desk?
Jeff, Maddie, and I took a CPR course last night. It was helpful to brush up on our skills so we can jump into action if we ever need to. Are you up to date on your training?
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
Come join me on Feb 19th as we all learn more about the good work Habitat for Humanity is doing in our community!
You’re invited to an evening of gratitude and connection.
Join us a special appreciation event for the supporters who make our mission possible.
This gathering is all about you—your commitment, your belief in affordable homeownership, and the impact you help create every single day. We’ll share updates on Loveland Habitat for Humanity, highlight the progress you’ve fueled, and take a moment to celebrate the community standing behind this work.
The Forge Event Center
815 14th St., SW Bldg 120
Loveland, CO 80537
Thursday, February 19
5:00–7:00 PM
Light hors d’oeuvres, beer, and wine provided.
We’d be honored to have you with us for a warm, uplifting evening built around appreciation and hope. Let’s look ahead together to what’s possible next.
Email us @ tori@lovelandhabitat.org or Call us at (970) 669-9769 to RSVP!
No products will be sold.
Clients often ask us where to take mom or dad for care and what are good facilities in town. We've partnered with All About Seniors who offer a free service that helps families evaluate and choose facilities best for their needs.
Please join us at Verboten Brewery for Happy Hour on Wednesday, February 18th from 4-5pm to better understand:
- New Trends in housing options for those 55+
- Senior living options & associated costs
- Medicare/Medicaid and the different insurances that pay for housing and health care
- Care options in the home & associated costs
PLEASE RSVP to maddie.elder@thrivent.com or call the office at 970-744-4629.
For more information, you can visit: www.allaboutseniorsinc.net
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. No products will be sold. See thrivent.com/social for important disclosure information.
An Evening with Terrell Davis: Football, Grit, and Gridiron Glory
EHills Church, 25511 East Smoky Hill Road, Aurora, CO 80016
This free event is made available to all Thrivent clients. You are welcome to invite family and friends to attend with you. Please register each attendee.
Registration is required: https://www.eventbrite.com/e/an-evening-with-terrell-davis-football-grit-and-gridiron-glory-tickets-1964451175347?aff=Thrivent or https://bit.ly/3L1gPey
Brought to you by the Thrivent Member Network, we invite you to join Super Bowl MVP, NFL MVP, and Pro Football Hall of Famer Terrell Davis for an electrifying night of stories, insights, and inspiration!
In partnership with Fellowship of Christian Athletes and hosted at Eastern Hills Church, this exclusive event takes place the Friday before the Super Bowl.
Hear Terrell break down his journey from underdog to legend, the mindset that fueled two Super Bowl titles, and what it takes to dominate on the biggest stage.
Childcare provided for ages 0-10.
Registration is required; seating is limited.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Investing basics: The complete guide for beginnersInvesting may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.
If you’d like to align your investments with your financial goals, let’s set up a meeting.
When Angie and I bought our first house in Salt Lake City I had our down payment saved, but it was in our money market account. I had check writing on the account, so I just assumed at closing I'd bring my checkbook, scratch out a check and collect the keys to our new house! A few days before closing the agent called to ask if we'd transferred the money yet or arranged the wire? I'm sure my response was pure panic to her! It all worked out in the end - a wire was still able to be sent and we closed on time a few days later. I learned my lesson though! Now when clients tell me they are thinking about buying houses or cars, I tell them my story and ask them to kindly give us a heads up so we make sure we can have money to them on time!
What's One Money Mistake you made and what did you learn?
Ready to pursue joy and savor life’s possibilities in 2026? Register now for Catching Whimsy: A Fresh Start with Bob Goff! Step out of the cycle of endless planning and uncertainty and into the curiosity, delight, and possibility waiting for you every day. Hear from Bob Goff, author of New York Times bestseller Love Does, as he invites you to rest in God’s love and journey wide-eyed into a life rich with meaning, a faith alive with engagement, and a future shaped with intention. On-demand starting January 1st. https://bit.ly/Whimsy2026
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
I’m in the business of helping people save and invest, so take this proud moment with a bit of context! My girls both have Roth IRA’s and have had them for a few years. Once they started earning money, we talked about saving and investing. I know how powerful compound interest is, so getting them started early was a priority for me. Their early babysitting jobs didn’t have a 401k plan with an employer match (although that would have been amazing looking back!), but “Bank of Dad” wanted to encourage putting some of their money into investments vs all of it going into Dutch Bro’s coffee, so I offered a 2 for 1 match. For each dollar they put into their Roth accounts, Dad would add $2. Mr. Buffett isn’t worried about my kids Roth overtaking him on the Forbes list, but I’m excited to see how their accounts grow in the future!
Do you have a financial habit you're proud of?
Ready to pursue joy and savor life’s possibilities in 2026? Register now for Catching Whimsy: A Fresh Start with Bob Goff! Step out of the cycle of endless planning and uncertainty and into the curiosity, delight, and possibility waiting for you every day. Hear from Bob Goff, author of New York Times bestseller Love Does, as he invites you to rest in God’s love and journey wide-eyed into a life rich with meaning, a faith alive with engagement, and a future shaped with intention. On-demand starting January 1st. https://bit.ly/Whimsy2026
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
I have 3 brothers and we are all about 18 months apart – so saying Mom was busy is an understatement! I remember trips to the grocery store (my dad was in the Air Force so we got to shop at the commissary on base). Mom turned shopping into a game (that’s what we thought anyway) and one lucky boy would get to “run the calculator” at the store.
Mom would call out the price and you’d type it in to keep a running total. Sometimes at the checkout it became apparent that…the calculator operator had maybe made a mistake! Sometimes it worked out where an item or two could be added, sometimes items had to be removed. It was a game to us then, but as we got older we learned about our family budget and why keeping track during the outing was so important – we followed a budget and only spent what was allocated for groceries that week!
Online ordering platforms like Clicklist, InstaCart, AmazonFresh keep an accurate running total for you – and….maybe take away some of the sting of having to ask the bagger to remove that second box of Captain Crunch cereal!
Do you have a money lesson that you learned growing up that has stuck with you?
An Evening with Terrell Davis: Football, Grit, and Gridiron Glory
EHills Church, 25511 East Smoky Hill Road, Aurora, CO 80016
This free event is made available to all Thrivent clients. You are welcome to invite family and friends to attend with you. Please register each attendee.
Registration is required: https://www.eventbrite.com/e/an-evening-with-terrell-davis-football-grit-and-gridiron-glory-tickets-1964451175347?aff=Thrivent or https://bit.ly/3L1gPey
Brought to you by the Thrivent Member Network, we invite you to join Super Bowl MVP, NFL MVP, and Pro Football Hall of Famer Terrell Davis for an electrifying night of stories, insights, and inspiration!
In partnership with Fellowship of Christian Athletes and hosted at Eastern Hills Church, this exclusive event takes place the Friday before the Super Bowl.
Hear Terrell break down his journey from underdog to legend, the mindset that fueled two Super Bowl titles, and what it takes to dominate on the biggest stage.
Childcare provided for ages 0-10.
Registration is required; seating is limited.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
I found this article about 6 money personalities to be interesting. I'm a blend between the Trailblazer and the Penny Pincher! What are you?
https://www.cnbc.com/2026/01/01/there-are-6-money-personalities-finding-out-yours-can-help-you-be-happier-and-richer.html
If you are interested in watching, today, January 5, 2026, Thrivent Asset Management will ring the New York Stock Exchange (NYSE) Closing Bell—a first for our organization and a moment to celebrate the strong momentum behind our exchange traded funds (ETF) product suite. The ETF suite has surpassed $1 billion in assets under management and expanded with four new products this year. Very exciting day for us at Thrivent! For more information see Thrivent Mutual Funds | Thrivent
Do you open presents on Christmas Eve or Christmas Day?
We were a Christmas Eve family. If we behaved in church, we got to open presents -- a strong motivator as a kid. Our family now tends to do a few Christmas exchanges with Angie, Maddie, Layne, and I doing ours before we head to South Dakota and then one with each side of our family.
