Financial News and Articles with Leander McGuigan in Summerville SC

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Retirement Readiness Webinar Series Hosted by Canopy Financial Group Oct 7, 2026 Medicare 101: What You Need to Know Presenter: Brandon Matthews, Licensed Medicare Agent/Broker with Murdock Insurance Group Join us for Medicare 101, an easy-to-understand overview of Medicare enrollment, coverage, costs, prescription drug plans, and the differences between Medicare Advantage and Medicare Supplement options. Bring your questions for a live Q&A. Register in advance for this webinar. • 12:00 PM Eastern Time (US and Canada) • 04:30 PM Eastern Time (US and Canada) Registration Link: https://us02web.zoom.us/webinar/register/WN_C0Jb9I5ZR0eN0Av37ofd8A October 21, 2026 - Social Security: Timing is Everything Presenter: Leander McGuigan, Financial Advisor with Canopy Financial Group Join us for an educational workshop covering key Social Security benefit timing strategies, and ways to make informed decisions about this important source of retirement income. Bring your questions and leave with greater confidence about your options. Register in advance for this webinar. • 12:00 PM Eastern Time (US and Canada) • 4:30 PM Eastern Time (US and Canada) Registration Link: https://us02web.zoom.us/webinar/register/WN_75l3BZt_QCG1c1y5vxjrCA No products will be sold. Brandon Matthews, Licensed Medicare Agent/Broker with Murdock Insurance Group is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Brandon Matthews are his own and not necessarily those of Thrivent or its affiliates. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️

Events - Leander McGuigan | ThriventWomen wear a lot of hats, and sometimes our own financial goals get pushed to the bottom of the list. Join us this Thursday, August 27th for Women, Wealth and Wisdom, an evening designed to bring women together for meaningful conversation, practical insights, and encouragement around the financial topics that matter most. Bring a friend and enjoy an evening of learning, connection and community. Click here for more information: https://connect.thrivent.com/leander-mcguigan/events

Grateful for the opportunity to host the SCWELCA Women’s Wine & Cheese Social at their recent conference in Newberry. At Canopy Financial Group, we believe in supporting the people and organizations that are pouring into their communities—and SCWELCA is a beautiful example of that in action. It was such a joy to spend time with women who are leading, serving, and making a meaningful difference every day. Proud to be part of a community that lifts one another up. 💛

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June 2026 Market Update: Stocks and inflation keep risingMarkets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

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. ⬇️

How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

📣 Join Us Tomorrow! 🎓 If college planning has been on your mind—but you’re not sure where to start—this workshop is designed to help. This is a relaxed, no-pressure session focused on helping you feel more informed about your options to include the value of college, basics of financial aid and tips to lower the cost of college. 📅 Tomorrow, Thursday May 21st 📍 Amenity Center: 1600 Crossbill Trail Hanahan, SC 29410 ⏰ 4:00pm or 6:00pm

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Looking back on a great March moment—Stephen, the kids and I attended the TMN event at Riverbanks Zoo. It was a beautiful day exploring all the zoo has to offer with our Canopy Financial Team. I am thankful to be part of an organization that creates space for community connection while keeping families at the center.

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🌷🐣 Easter fun in the neighborhood! We loved supporting the Tanner Plantation Easter Egg Hunt and spending time with local families as kids raced around collecting eggs. Events like these remind us how special it is to be part of a community that values family, connection, and togetherness. Thanks to everyone who stopped by to say hello — we hope your Easter is filled with joy, sweet moments, and plenty of smiles!

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I am proud to share that Thrivent has been recognized on Newsweek's America's Greatest Workplaces for Women for the third consecutive year! I'm especially thankful to work alongside this incredible group of women (and more not pictured) in this business who inspire me every day through their professionalism, collaboration and heart for serving others. It's an honor to grow and succeed together!

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.

The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner. 🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow. Get in touch if you’d like to talk through how to incorporate these into your overall financial plan. 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.

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Saving for retirement? Here’s something to consider: different accounts come with different tax implications. By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI). Get in touch to discuss the right approach for your unique situation. 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.

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A weekend well-spent within our little community! After an exciting basketball game with the recreation basketball league, our little MVP proudly rocked his Thrivent-sponsored jersey to check out books at the local library. I am thankful for our community providing these resources to promote teamwork, imagination and inspiring life-long learning!

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The holidays are approaching, and we have so much to look forward to including the Hanahan Christmas Tree Lighting and Holiday Vender Market! One of our advisors, Leander, will have a free craft tent for your kids to enjoy, along with more holiday cheer brought by music, lights, and a giant Christmas tree. Mark your calendars to join Leander for a fun time on Friday, December 5th! We plan to be set with a tent at 3100 Amphitheater Ave, Hanahan, SC 29410, starting at 5pm. For more information, visit connect.thrivent.com/canopy-financial-group/events.

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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

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