Some call it “financial planning.” We call it friendship with purpose.
We love the families we serve—and the laughter, stories, and milestones we get to share along the way. 💙
What’s one milestone you’re celebrating this season? 🎉 Share it below!
#LumaFiAdvisorGroup #FrankenmuthCommunity #FinancialPlanningWithHeart
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It’s not just about money—it’s about meaning. 💬
Your financial plan should reflect the story of your family, your values, and your hopes for the next generation.
Let’s make sure your legacy shines bright. 🌟
#FinancialWellness #LegacyPlanning #FaithAndFinance #LumaFiAdvisorGroup
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Meet Katrina Kaschinske, ChFC®️, FIC — one of the guiding hearts behind LumaFi Advisor Group. 💛
Katrina joined Thrivent in 2004 after earning her degree in elementary education at Concordia University Ann Arbor. Though she once dreamed of a classroom career, she discovered her true calling in financial services — where she could still teach, guide, and encourage others, but in a way that directly impacts their financial well-being.
Today, Katrina brings that same spirit of education and care to every client she serves. She believes financial guidance should be personal, compassionate, and built on a deep relationship. Whether helping families prepare for retirement, navigate life transitions, or plan a legacy, her goal is always the same — helping others thrive with confidence and clarity. 🌿
Outside the office, you’ll find Katrina enjoying life in Frankenmuth with her husband Daren and their children, Audrey and Carter. She’s an active member of St. Lorenz Lutheran Church, where her heart for service continues to shine through volunteering, faith, and community connection.
Help us celebrate Katrina’s 20+ years of serving with purpose and heart! 💐
To learn more about the LumaFi team, visit our website: https://connect.thrivent.com/lumafi-advisor-group
#TeamSpotlight #LumaFiAdvisorGroup #FrankenmuthCommunity #FinancialAdvisorsWhoCare
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2024 IRA contribution deadline: There's still time to maximize your savingsIt may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.
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While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
Retirement can feel like it’s a lifetime away—until suddenly it’s not.
Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement.
Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin
"He has made everything beautiful in its time. He has also set eternity in the human heart; yet no one can fathom what God has done from beginning to end." - Ecclesiastes 3:11
Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk
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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
September 2025 Market Update: Expectations for lower rates returnEconomic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.
Is college getting closer, but your savings aren’t where you’d hoped?
With a clear plan, you can still make meaningful progress. Here are some strategies to help you close the gap and move forward with confidence: https://bit.ly/4lmnVpW
Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values.
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