News and Insights

Home
Resources
News and Insights

Home
...
News and Insights

3 Tax-Smart DAF Strategies Advisers Can Put to Work for Clients During Giving Season

🎁 Is a Donor-Advised Fund the Right Move for Your Giving Strategy? Giving Season is here! Donor-Advised Funds (DAFs) can provide tax efficiency, flexibility, and long-term planning benefits, helping clients make an impact while optimizing their year-end giving. 📞 Contact our office today to complement your year-end financial strategy! While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For additional disclosures, see Thrivent.com/social. #GivingSeason #FinancialStrategy #CharitablePlanning #LiveGenerously

Christmas spending tips: Cut the costs, keep the cheer

Holiday Tip: A simple budget can help you stay on track financially and fully enjoy the moments that matter most this season. 🎄🎁 For disclosure information, see Thrivent.com/social. #WednesdayWisdom

🎁 It’s Giving Tuesday! 🎁 Today is all about coming together to make a difference. Whether it’s donating, volunteering, or spreading kindness, every action counts. This Giving Tuesday, let’s embrace the spirit of generosity and give back to our communities. ❤️ #LiveGenerously #GiveBack #GivingTuesday

🎄 Give Back This Holiday Season! 🎄 Join us for a meal-packing event hosted by Churchill High School NHS on Saturday, Dec. 6, 9:00 a.m.–noon. Our goal: 25,000 meals! Help us make a difference—contribute a meal or come pack with us and spread some community cheer. 📍 Churchill High School, 8900 Newburgh Rd., Livonia, MI 🔗 Register: https://bit.ly/48rNhP1 Proudly sponsored by Legacy Consultants of Thrivent. ✨ Together, we can make a big impact, one meal at a time! ✨ No products will be sold. For disclosure information, see Thrivent.com/social.

🏪 Support Local, Shop Small! Make your holidays brighter by investing in our community. Every purchase helps local businesses thrive! Celebrate #SmallBusinessSaturday and show your support. #ShopLocal

🦃 Happy Thanksgiving from all of us at Legacy Consultants! We’re especially thankful for our clients, colleagues, and community. Wishing you a day full of warmth, joy, and time with those you love.

I'm a Financial Planner: This Is Why Commitment, Not Perfection, Drives Financial Success

Staying committed to your financial plan matters more than chasing perfection. Market ups and downs will happen—but consistency is what drives long-term success. For disclosure information, see Thrivent.com/social.

Here Are The Biggest Black Friday Scams To Watch For—And How To Spot A Scam

Before you click “buy now,” be cautious—experts are warning that AI-powered scams are on the rise this Black Friday season. Keep an eye out for these red flags when browsing for deals.

The spirit of generosity shines brightest during the holidays. ✨ Consider how a thoughtful giving plan can help you support the causes you care about — and make the most of your year-end contributions. For disclosure information, see Thrivent.com/social. #LiveGenerously #SeasonOfGiving #FinancialWellness #Thrivent

Tariffs, Inflation, Uncertainty, Oh My: How to Feel Less Stressed About Finances Now

Tariffs, rising prices, and a shaky job market are adding real stress for many of us. The key is identifying what you can control, limiting what you consume, and leaning on your long-term plan. For disclosure information, see Thrivent.com/social. #FinancialWellness

Best Homemade Pumpkin Pie Recipe

Searching for the perfect pumpkin pie to share this Thanksgiving? This crowd favorite combines creamy, spicy, and sweet flavors in every bite—a true taste of fall your loved ones will adore.

🤝 Honoring National Philanthropy Day We’re celebrating those who give back and make a lasting difference in the lives of others. Thank you for inspiring kindness and strengthening our communities. #LCThrivent #NationalPhilanthropyDay #LiveGenerously

❤️ World Kindness Day Even the smallest act of kindness can have a lasting impact. Take a moment today to spread positivity and make someone’s day a little brighter! ✨ #WorldKindnessDay #ChooseKindness #SpreadJoy

🇺🇸 Honoring Our Veterans Legacy Consultants extends heartfelt thanks to all who have served. Today, we proudly recognize and honor the brave men and women whose dedication and sacrifice protect our freedom.

Monday, November 17 11:30 a.m. – 6:00 p.m. Refreshments will be served. Join us in supporting Gifts for All God's Children and The Luke Clinic! We're collecting donations to help make Christmas brighter for families in need. You're welcome to drop off items at our office or ship them directly to us. Items Needed for Christmas Outreach: Toys, games, and books (all ages), winter coats, scarves, hats, mittens, pajamas, socks, underwear, outfits (infant–adult sizes), hygiene items, diapers, wipes, infant clothes and baby and mom necessities. Feel free to call our office for a more complete list. We deeply appreciate your generosity and participation. Feel free to share this opportunity with family and friends. Let's celebrate Jesus' birthday by spreading warmth, joy, and love this Christmas season. Join us for fellowship, food, and the joy of giving. No products will be sold. For disclosures, see Thrivent.com/social.

“Happiness doesn’t result from what we get, but from what we give.” #FinancialFriday

October is Extended Care Planning Month — a time to think ahead about your future care needs. Having a plan in place before care is needed helps protect your savings and ease the emotional and financial burden on loved ones. 💙 #LCThrivent #ExtendedCarePlanningMonth #FinancialWellness For disclosure information, see Thrivent.com/social.

🍩 Happy National Donut Day! Join Legacy Consultants in celebrating with your favorite donut, Danish, or sweet treat! Be sure to check out today’s special offerings at local bakeries — you might even score a free treat at participating donut shops nationwide.

⏰ Last Chance to Register! Don’t miss your free opportunity to hear Dr. Wade Pfau at Navigating Decisions for Retirement Success on Nov. 4–5. Plan ahead, make smarter retirement choices, and gain confidence in your future! 👉 Register now: https://bit.ly/4hvXL3S No products sold. Speaker not affiliated with Thrivent. Views are their own. See thrivent.com/social for disclosures.