News and Insights
Nine Money Moves To Make For Your Mid-Year Financial Checkup
Many people start the year focused on their finances, but staying on track requires more than a January resolution. As the months fly by, a mid-year financial checkup can help you evaluate your progress, revisit your goals, and make any necessary adjustments before year-end. Now is a great time to make sure your financial strategy remains aligned with your goals. Contact the office of Legacy Consultants to revisit your financial priorities. For disclosure information, see Thrivent.com/social.
13 Practical Strategies for Making Homeownership a Reality
Rising home prices and higher living costs have made homeownership more challenging, but thoughtful financial planning can help keep the dream within reach. 🏡 From budgeting and saving strategies to understanding your financing options, small, intentional steps can make a meaningful difference over time. For disclosure information, see Thrivent.com/social.
529 Plans: Everything You Need to Know
🎓 A 529 plan can do more than you think—supporting college savings, estate planning, and even retirement strategies. Are you making the most of yours? 👉 Learn more and see how it could fit into your financial strategy. For disclosure information, see Thrivent.com/social.
Give More, Pay Less: An Expert Guide to 2026 Tax-Smart Charitable Giving
Giving back is one of the most meaningful ways to create lasting impact—for the causes you care about and the communities you cherish. 💛 With a thoughtful approach, your generosity can go even further—supporting what matters most while complementing your overall financial picture. Let’s work together to shape a charitable giving strategy that reflects your values and helps make a difference for years to come. For disclosure information, see Thrivent.com/social.
What is a recession & how to financially prepare for it
Economic downturns may be unpredictable—but your financial readiness doesn’t have to be. Strengthening your savings, reviewing your financial strategy, and preparing for the unexpected can help build confidence and stability for whatever comes next. Explore practical ways to prepare for economic uncertainty. For disclosure information, see Thrivent.com/social.
Financial Planning for Small Business Owners
In light of the recent Small Business Week, it’s a timely reminder: success isn’t just about running a business—it’s about having a plan behind it. No matter your stage, a holistic financial plan helps align your business goals with your personal future. Take a moment to step back and make sure your plan is working as hard as you are. For disclosure information, see Thrivent.com/social.
