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. ⬇️
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
When people think about retirement planning, they often focus on the numbers. But one of my favorite questions to ask is:
"What do you want retirement to look like?"
Travel? More time with family? Volunteering? Pursuing a passion project?
A financial plan isn't just about saving money. It's about creating the freedom to spend your time on what matters most.
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Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
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Investing & taxes: Understanding tax on dividends, interest & capital gainsUnderstanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?
1️⃣ Lacking diversification
2️⃣ Trying to time the market
3️⃣ Investing with your emotions
4️⃣ Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider. 👇
💡 Money Tip of the Week:
Treat your savings like a bill you pay yourself.
Even setting aside a small amount automatically each month can add up over time 👍
Small steps today can lead to big confidence tomorrow.
#MoneyTip #FinancialWellness #SmartHabits
Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.
This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.
Everyone’s vision for retirement looks a little different.
For some it’s travel and adventure ✈️
For others it’s time with family 👨👩👧👦
For many it’s peace of mind and financial confidence 💛
What does your retirement dream look like? Share in the comments or connect with us to start building a plan to make it happen.
#RetirementGoals #DreamRetirement #FinancialConfidence #JuliaWestonCFP #ThriventAdvisor #FarmingtonCT #RetirementPlanning
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18 fun (and affordable) ways to make the most of summerSpring may have just arrived, but warmer weather often gets us thinking about summer plans — vacations, backyard gatherings, road trips, and time with family and friends. 🌼☀️
The good news? You don’t have to overspend to enjoy a memorable summer. A little planning can help you make the most of the season while staying mindful of your budget.
Here are a few ideas to get started:
🏖️ Plan local adventures like parks, beaches, or hiking trails
🎬 Host a backyard movie night with friends or family
🍉 Organize a potluck picnic or BBQ
🚲 Explore your community by bike or on foot
Check out 18 fun and affordable ways to make the most of summer here:
👉 https://www.thrivent.com/insights/budgeting-saving/18-fun-and-affordable-ways-to-make-the-most-of-summer
With a little creativity and intentional planning, summer memories don’t have to come with a big price tag.
#SummerPlanning #SmartSpending #BudgetFriendlyFun #FinancialWellness #JuliaWestonCFP #ThriventAdvisor #FarmingtonCT #FamilyMoments #PlanAhead #FaithAndFinance
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Warmer weather means more opportunities to get outside and serve your community! 🌼
Here are a few Spring Thrivent Action Team ideas:
🌱 Hold an outdoor food drive
🍃 Help elderly neighbors with yardwork
🌻 Volunteer at a community garden
🧹 Organize a local park cleanup
🧁 Host a bake sale for a local charity
Explore even more ideas here:
👉 https://www.thrivent.com/27517m-75-ideas-for-impact.pdf
#ThriventActionTeam #ServeYourCommunity #GenerosityInAction #FarmingtonCT #GivingBack #FaithInAction #JuliaWestonCFP
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2nd Quarter 2026 Market Outlook: Caution is warranted, but stay the courseMarket volatility may remain elevated—but long term discipline still matters. Thrivent's 2nd Quarter 2026 Market Outlook explores why staying invested, with a more defensive posture, can help investors navigate ongoing uncertainty. ⬇️
Books & Bright Futures - Charitable Event📚✨ Books & Bright Futures – Join Us! ✨📚
Join us on Tuesday, May 5th for Books & Bright Futures, a hands‑on volunteer event hosted by your local Thrivent Community in partnership with United Way of Central & Northeastern CT.
During this meaningful packing event, we’ll create literacy care packages for children in grades K–3, including books, school supplies, community resources—and a personal touch from you. Together, we’ll learn more about the needs in our community and help support local children and families.
📍 Date: Tuesday, May 5
⏰ Time: 10:00 a.m. – 12:00 p.m.
📞 Reserve your spot: 860‑492‑6800
📧 Email: Nicole.Corcoran@Thrivent.com
Or follow the link to sign up!
https://www.eventbrite.com/e/books-bright-futures-charitable-event-tickets-1986337346474?aff=oddtdtcreator
We’d love to have you join us as we work together to build brighter futures—one book at a time. 💙📖
No products will be sold.
Many companies do what we do. Few do it the way we do.
Proud to be part of a team recognized as a 2026 World’s Most Ethical Company— and grateful for the clients who put their trust in me every day!
Learn more about this recognition: https://bit.ly/4cVuu2j
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Spring Cleaning Checklist for Your Finances
- Review subscriptions
- Update beneficiaries
- Check risk tolerance
- Revisit goals
- Organize financial documents
As always, let us know how we can help!
Visit Thrivent.com/social for important disclosures
A huge thank‑you to Nikki, our outstanding Client Service Administrator, for the dedication and care she brings to every client interaction. Her attention to detail, reliability, and genuine commitment to service help us deliver the experience our clients deserve. We appreciate you, Nikki today and every day!
