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Insights

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

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Happy 4-Year Work Anniversary, Sydney Maggio! Today we’re celebrating four incredible years with Sydney Maggio on our team! Sydney plays a vital behind-the-scenes role at Eckhardt Financial Group — from scanning in important documents to sending out thoughtful greeting cards that brighten our clients’ days. When she’s not helping our office run smoothly, Sydney brings that same care and dedication to her classroom as a passionate 4th grade teacher. We’re so grateful for everything she does and proud to have her as part of our EFG family. Thank you, Sydney, for your hard work, heart, and four years of commitment!

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Happy 4-Year Work Anniversary, Sydney Maggio! Today we’re celebrating four incredible years with Sydney Maggio on our team! Sydney plays a vital behind-the-scenes role at Eckhardt Financial Group — from scanning in important documents to sending out thoughtful greeting cards that brighten our clients’ days. When she’s not helping our office run smoothly, Sydney brings that same care and dedication to her classroom as a passionate 4th grade teacher. We’re so grateful for everything she does and proud to have her as part of our EFG family. Thank you, Sydney, for your hard work, heart, and four years of commitment!

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Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG

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Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG

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Happy Birthday, Jared Gray! Today we’re celebrating Jared Gray, a key part of our team at Eckhardt Financial Group! As an Associate, Jared plays an important role in supporting our investment clients—processing applications, handling contribution and distribution requests, preparing for appointments, and keeping client information up to date. He’s also the kind of teammate who’s always ready to jump in and help wherever he’s needed. Jared is a proud graduate of the University of Missouri-Columbia with a degree in business administration and management. Born and raised in St. Louis, he still calls it home—and if there’s karaoke or a Blues game, you can count him in! Jared, we appreciate your hard work, reliability, and positive attitude. Wishing you an amazing birthday and a year ahead filled with great things! #HappyBirthdayJared #EckhardtFinancialGroup #TeamAppreciation #ClientSupport #StLouisBlues

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Happy Birthday, Jared Gray! Today we’re celebrating Jared Gray, a key part of our team at Eckhardt Financial Group! As an Associate, Jared plays an important role in supporting our investment clients—processing applications, handling contribution and distribution requests, preparing for appointments, and keeping client information up to date. He’s also the kind of teammate who’s always ready to jump in and help wherever he’s needed. Jared is a proud graduate of the University of Missouri-Columbia with a degree in business administration and management. Born and raised in St. Louis, he still calls it home—and if there’s karaoke or a Blues game, you can count him in! Jared, we appreciate your hard work, reliability, and positive attitude. Wishing you an amazing birthday and a year ahead filled with great things! #HappyBirthdayJared #EckhardtFinancialGroup #TeamAppreciation #ClientSupport #StLouisBlues

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Today is National Life Insurance Day! Life insurance is a cornerstone of smart financial planning — offering protection, legacy, and long-term security for the people who matter most. Protecting the future starts with a conversation today. Let’s talk about the appropriate coverage for your goals and your family’s future. Contact us today to learn about our commitment to protecting your family's future. #NationalLifeInsuranceDay #LifeInsuranceAwareness #EFGThrivent For disclosure information, see Thrivent.com/social.

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Today is National Life Insurance Day! Life insurance is a cornerstone of smart financial planning — offering protection, legacy, and long-term security for the people who matter most. Protecting the future starts with a conversation today. Let’s talk about the appropriate coverage for your goals and your family’s future. Contact us today to learn about our commitment to protecting your family's future. #NationalLifeInsuranceDay #LifeInsuranceAwareness #EFGThrivent For disclosure information, see Thrivent.com/social.

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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Thrivent wins LSEG Lipper Fund Awards United States 2025

Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2025 winner for Thrivent Small Cap Stock Fund.

Thrivent Asset Management has been honored as a LSEG Lipper Fund Awards United States 2025 Winner for Thrivent Small Cap Stock Fund.

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🎉 Celebrating 10 Years with Jennifer Halterman! 🎉 Please join us in congratulating Jennifer Halterman on her 10-year anniversary with Eckhardt Financial Group For the past decade, Jen has been an essential part of our team—keeping operations running smoothly, ensuring our clients feel welcomed and supported, and serving as a connection between our office and the Thrivent network. From managing client records to coordinating with our home office, Jen brings dedication, attention to detail, and a warm presence to everything she does. Jen grew up in St. Peter and now lives in Salem with her partner, Dirk, and her baby girl Raelyn Grace. Outside of work she enjoys playing with her dog Lucy and spending time with family and friends! Jen, thank you for your 10 years of hard work, loyalty, and kindness. Our team and clients are better because of you! #WorkAnniversary #10YearsStrong #EckhardtFinancialGroup #AltamontOffice #ClientSupport #TeamAppreciation

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🎉 Celebrating 10 Years with Jennifer Halterman! 🎉 Please join us in congratulating Jennifer Halterman on her 10-year anniversary with Eckhardt Financial Group For the past decade, Jen has been an essential part of our team—keeping operations running smoothly, ensuring our clients feel welcomed and supported, and serving as a connection between our office and the Thrivent network. From managing client records to coordinating with our home office, Jen brings dedication, attention to detail, and a warm presence to everything she does. Jen grew up in St. Peter and now lives in Salem with her partner, Dirk, and her baby girl Raelyn Grace. Outside of work she enjoys playing with her dog Lucy and spending time with family and friends! Jen, thank you for your 10 years of hard work, loyalty, and kindness. Our team and clients are better because of you! #WorkAnniversary #10YearsStrong #EckhardtFinancialGroup #AltamontOffice #ClientSupport #TeamAppreciation

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Financial Security vs Financial Freedom: What's the Difference?

"Having the ability to pivot without worrying about financial support is where financial security becomes financial freedom."

Having the ability to pivot without worrying about financial support is where financial security becomes financial freedom.

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Contentment may be the most powerful financial principle. You can give more, avoid debt, and live better. #FinancialFriday

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Contentment may be the most powerful financial principle. You can give more, avoid debt, and live better. #FinancialFriday

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2nd Quarter 2025 Market Outlook: Uncertainty strikes back

Market volatility rose in Q1 2025 amid heightened uncertainty around trade policy, immigration, government layoffs, and shifting geopolitical dynamics. Thrivent remains focused on long-term fundamentals as we head into Q2.

Market volatility and uncertainty are expected to continue, raising the odds for a recession.

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.

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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