The holidays were especially meaningful for me this year, as I reconnected with many friends and former coworkers who helped shape both my life and my career. It was all unexpected but oh so special...
It began with time spent with a dear friend who volunteered with the NC Museum of History Associates. We traveled to Savannah together along with other museum members—such a gift of shared experience and friendship.
Then, at my sister's birthday celebration, I saw and danced with the husband of my dear friend and former boss, Johnny Poole (Inez) who was a head teller at Peoples Bank when I was in college. They are the ones who introduced me to the real deal shaggin scene!
Soon after, I heard from Vanessa Urbina, the very first bilingual teller I ever hired at First Federal Bank in Clayton. Her poise, professionalism, and ability to translate opened so many doors for our small branch and allowed us to better serve clients who had long been underserved. Amazingly, nearly 20 years later, we now work in the same office building!
I also ran into Christie Donaldson, who became a fast friend during our years at First Citizens. We were office neighbors in Clayton and always had plenty to talk about, having both served FCB for many years.
The Sunday before Christmas, I saw my very first boss from First Citizens at Hayes Barton Baptist Church. After more than 20 years, we quickly reconnected and shared stories—especially about my role as a trailblazer, creating and providing a very unique travel and client appreciation program for bank clients at FCB.
And today, at my great-niece’s baptism, I saw Elizabeth Wallace. Elizabeth and I worked together at FCB, and she helped me with all things promotional for the public relations club I managed for the Bank.
I share all of this because it has truly been a blessing to reconnect with people who helped shape me and my career. They were coworkers—but more than that, they were friends. Together, we worked hard to accomplish meaningful things for the people we served through our organizations.
I can honestly say that I was blessed in 2025 and early 2026 with a beautiful flashback to the very best parts of my past!
I am thankful for the people God placed in my life—then and now—who continue to remind me how rich those years truly were.
It reminded me that the true gift of those years was the people who walked alongside me. We were focused on our goals for work but enjoyed our time together as we created lasting memories for our clients. Little did we know, we were creating lasting memories for ourselves as well.
Looking back, I realize that the relationships we built mattered just as much as the work we did.
Some chapters never really close—they wait quietly until you’re blessed enough to revisit them.
I am deeply thankful for the people God placed in my life—colleagues who became friends—and for the meaningful work we were blessed to do together.
🌟 You're Invited! Join Us for Brunch + Meaningful Money Conversations 🌟
You’re invited to join us for a "brunch and learn" conversation focused on charitable giving, saving strategies, and recent updates related to the One Big Beautiful Bill Act. This informal, educational session is designed to help you better understand options and considerations as you plan for the future.
Over great food and even better company, we’ll unpack practical insights on:
✨ Ways individuals may approach charitable giving
✨ General concepts related to tax efficient saving strategies*
✨ Recent updates to the One Big Beautiful Bill Act and what they may mean for your planning
You’ll have the opportunity to enjoy great food, connect with others, and explore information that may support your personal financial decision making.
Wednesday, January 21st
9:00 a.m.
Sip & Shop Cafe
17 North Main Street
Wendell
We hope to see you there! 💛
RSVP: Kimberly.loftin@thrivent.com or 919-801-2108
*Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. For such guidance, consult your attorney or tax professional.
Hard to believe we’re already at the end of the year.
This time of year always feels like a natural pause — a chance to look back, take stock, and quietly get ready for what’s next.
Fun fact: in the Chinese calendar, this year connects to the Year of the Snake, which is all about shedding the old to make room for the new. Think clarity, growth, and leaving behind what no longer fits.
So before the calendar flips, it might be worth asking:
• What worked this year — and what didn’t?
• What risks or loose ends are still hanging out there?
• What do you want to protect and strengthen moving forward?
This year, we’ve been grateful to work alongside clients navigating change, planning ahead, and building something meant to last. Thank you for trusting us — it truly means a lot.
As we head into the new year, we’re excited to keep supporting you with thoughtful strategy, clear guidance, and steady partnership.
Wishing you a peaceful holiday season and a fresh, focused start to the year ahead.
Happy New Year!
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
🎄 There's still time to Join me for an Exclusive Christmas Shopping Spree! 🎄
✨ Where: Dillard’s at Triangle Town Center
📅 When: December 11 | 9:00 AM – 11:00 AM
🛍️ The store will be opened just for us!
Enjoy:
🥂 Refreshing mimosas
🍽️ A delicious brunch
💄 Individual makeovers by Dior’s top makeup artists
This is the perfect way to kick off the holiday season in style—shop, sip, and sparkle!
Space is limited, so RSVP today! Email me at kimberly.loftin@thrivent.com
#HolidayShopping
#ExclusiveEvent
#TriangleTownCenter
#Dillards
#LuxuryExperience
🎄 There's still time to Join me for an Exclusive Christmas Shopping Spree! 🎄
✨ Where: Dillard’s at Triangle Town Center
📅 When: December 11 | 9:00 AM – 11:00 AM
🛍️ The store will be opened just for us!
Enjoy:
🥂 Refreshing mimosas
🍽️ A delicious brunch
💄 Individual makeovers by Dior’s top makeup artists
This is the perfect way to kick off the holiday season in style—shop, sip, and sparkle!
Space is limited, so RSVP today! Email me at kimberly.loftin@thrivent.com
#HolidayShopping
#ExclusiveEvent
#TriangleTownCenter
#Dillards
#LuxuryExperience
Thank you, Thrivent, for all you do for your associates, our clients, and the communities we serve. The gift is beautiful—and it smells incredible!
#Thrivent #GratefulHeart #CommunityLove #Blessed
👉 Tip: Don’t forget to check your FSA or HSA by year-end.
✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.
✅ HSA: Confirm you’ve taken advantage of your HSA.
Reach out if you’d like guidance on other year-end financial strategies.
See thrivent.com/social for important disclosures.
It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thanksgiving has a way of slowing us down — gathering us around the table, filling the house with familiar voices, and reminding us just how much love we’re surrounded by. 🧡🦃
Between the laughter, the stories we’ve heard a hundred times, and the gentle chaos of family traditions (like fine china and crystal), it’s also a moment to reflect on how important it is to care for and protect the people who mean everything to us.
Here’s to full hearts, full plates, and the comfort of knowing that family — in all its beautiful, perfectly imperfect ways — is the greatest blessing we have. 🍂✨
Wishing you and your loved ones a very Happy Thanksgiving.
🎄 Join me for an Exclusive Christmas Shopping Spree! 🎄
✨ Where: Dillard’s at Triangle Town Center
📅 When: December 11 | 9:00 AM – 11:00 AM
🛍️ The store will be opened just for us!
Enjoy:
🥂 Refreshing mimosas
🍽️ A delicious brunch
💄 Individual makeovers by Dior’s top makeup artists
This is the perfect way to kick off the holiday season in style—shop, sip, and sparkle!
Space is limited, so RSVP today! Email me at kimberly.loftin@thrivent.com
#HolidayShopping
#ExclusiveEvent
#TriangleTownCenter
#Dillards
#LuxuryExperience
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
🏈 Heading to the NC State vs. Florida State game? 🏈
Make sure to stop by the Fan Zone and visit the Thrivent tent!
✅ Grab some fun giveaways
✅ Sponsored by Thrivent
✅ Connect with our team and enjoy the game-day energy
📍 Location: Fan Zone
📅 Date: 11/21/25 - Pregame!
We can’t wait to see you there—come say hello and make your game day even better! 🏈
#NCState
#FloridaState
#FanZone
#ThriventAdvisor
#Thrivent
#GameDay
#Community
🏈 Heading to the NC State vs. Florida State game? 🏈
Make sure to stop by the Fan Zone and visit the Thrivent tent!
✅ Grab some fun giveaways
✅ Sponsored by Thrivent
✅ Connect with our team and enjoy the game-day energy
📍 Location: Fan Zone
📅 Date: 11/21/25 - Pregame!
We can’t wait to see you there—come say hi and make your game day even better! 🏈
#NCState
#FloridaState
#FanZone
#ThriventAdvisor
#Thrivent
#GameDay
#Community
If you’ve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if you haven’t, chances are you have more questions than answers—which is exactly why planning ahead matters. Consider these key points. ⬆️
See thrivent.com/social for important disclosures.
Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices.
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
A message from our leadership!
Gratitude is one of the most powerful forces we possess. It's not about pretending everything is perfect, but rather about noticing what is good even in the midst of challenges. When we practice gratitude, we train our minds to focus on strength instead of scarcity, and progress instead of problems. As a result, life feels lighter, relationships become deeper, and we find ourselves more resilient, grounded, and present.
In our fast-paced world, it's easy to concentrate on what we lack, what's missing, or what we're still striving to achieve. However, gratitude allows us to slow down just enough to realize that we are already surrounded by moments worth appreciating. The more we recognize these moments, the more they grow and enrich our lives.
While gratitude may not change the circumstances around us, it certainly changes us, and that is where real change begins.
November is Long Term Care Awareness Month 💙 I’m thankful my parents had protection that provided $100,000 in benefits for my father’s care. Thrivent offers solutions that help families preserve their savings and protect their future. Message me to learn how Thrivent can help you plan ahead. https://book.apps.thrivent.com/client/kimberly.loftin See thrivent.com/social for important disclosures.
The importance of Long Term Care Planning Hard work builds savings. Long‑term care insurance helps protect it. Thrivent’s enhanced policies safeguard families from unexpected costs. Let’s talk about how Thrivent can help protect your legacy. https://book.apps.thrivent.com/client/kimberly.loftin See thrivent.com/social for important disclosures.
💙 November is Long-Term Care Awareness Month
👨👩👧 Planning for extended care is more than a financial decision - it’s an act of love.
At Thrivent, we help individuals and families prepare for the unexpected with strategies that align with their values and goals.
📌 Why it matters:
Extended care needs can arise suddenly. Having a strategy in place can help reduce emotional and financial stress for your loved ones.
📞 Let’s talk:
Want to learn how extended care planning can fit into your overall financial strategy? I’m here to help.
Schedule an Appointment with Me: https://book.apps.thrivent.com/client/kimberly.loftin
🔗 thrivent.com/social
Insurance products issued by Thrivent. Licensed agent/producer. Not a recommendation for any specific product. Guarantees based on the financial strength and claims-paying ability of the issuing company. Thrivent is the marketing name for Thrivent Financial for Lutherans. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only.