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Insights

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

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Look for us this weekend at the first Perkasie Farmer's Market of the season! We'll have fun swag, helpful info and would love to chat. Can't make it? Visit us online or give us a ring. Phone: (267) 347-3477 Website: connect.thrivent.com/redtail-financial-group No products will be sold.

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Look for us this weekend at the first Perkasie Farmer's Market of the season! We'll have fun swag, helpful info and would love to chat. Can't make it? Visit us online or give us a ring. Phone: (267) 347-3477 Website: connect.thrivent.com/redtail-financial-group No products will be sold.

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You’ve juggled the lessons, the chaos, the glue, You’ve done it for them, now let’s plan for you. The school year is ending, your break is in sight, It’s time to make YOUR future bright. One step at a time, and we’ll walk there with you Because we love helping you craft a plan too. If you’ve got a question, a thought, or a plan, We’re here to help however we can! Send us a message, give us a call, Or head to our website, we welcome it all. Click “Ready to Connect” to start the chat, We’ll talk about dreams… or your savings (or cat). https://connect.thrivent.com/redtail-financial-group See thrivent.com/social for important disclosures.

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You’ve juggled the lessons, the chaos, the glue, You’ve done it for them, now let’s plan for you. The school year is ending, your break is in sight, It’s time to make YOUR future bright. One step at a time, and we’ll walk there with you Because we love helping you craft a plan too. If you’ve got a question, a thought, or a plan, We’re here to help however we can! Send us a message, give us a call, Or head to our website, we welcome it all. Click “Ready to Connect” to start the chat, We’ll talk about dreams… or your savings (or cat). https://connect.thrivent.com/redtail-financial-group See thrivent.com/social for important disclosures.

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Wishing you a peaceful Memorial Day as we honor the brave men and women who are remembered for their selfless dedication.

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Wishing you a peaceful Memorial Day as we honor the brave men and women who are remembered for their selfless dedication.

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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Behind every amazing human is someone who helped make it all happen. Today, we celebrate all the moms…the ones who raised us, the ones we’ve become, the ones we hope to be, and those still on the journey. We see you dog moms, stepmoms, bonus moms, dads pulling double duty, and anyone who’s ever shown up with a mom heart. We’re endlessly grateful and let’s be honest, some of us are probably definitely still calling to ask how long chicken lasts in the fridge. Happy Mother’s Day to all the moms out there, in every form.

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Behind every amazing human is someone who helped make it all happen. Today, we celebrate all the moms…the ones who raised us, the ones we’ve become, the ones we hope to be, and those still on the journey. We see you dog moms, stepmoms, bonus moms, dads pulling double duty, and anyone who’s ever shown up with a mom heart. We’re endlessly grateful and let’s be honest, some of us are probably definitely still calling to ask how long chicken lasts in the fridge. Happy Mother’s Day to all the moms out there, in every form.

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You’re Invited to Sip & Celebrate! We’re raising a glass to YOU, our amazing clients, and all that we’ve accomplished together. Drop in to enjoy delicious wine, good company, and a relaxing atmosphere as we say thank you for being part of our journey. Please feel free to invite your family and friends to this special event. No products will be sold. See thrivent.com/social for important disclosures. Date: Thursday, May 29, 2025 Location: Bishop Estate Vineyard & Winery Time: 6:00pm We hope to see you there! RSVP today: https://connect.thrivent.com/redtail-financial-group/events

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You’re Invited to Sip & Celebrate! We’re raising a glass to YOU, our amazing clients, and all that we’ve accomplished together. Drop in to enjoy delicious wine, good company, and a relaxing atmosphere as we say thank you for being part of our journey. Please feel free to invite your family and friends to this special event. No products will be sold. See thrivent.com/social for important disclosures. Date: Thursday, May 29, 2025 Location: Bishop Estate Vineyard & Winery Time: 6:00pm We hope to see you there! RSVP today: https://connect.thrivent.com/redtail-financial-group/events

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No one plans for the flat tire, the sudden job change, the unexpected diagnosis, or the “we didn’t see that coming” moment. But they show up anyway. That’s why protecting the people and the life you love isn’t just about policies, it’s about knowing that if the unexpected happens, your family, your income, and your future have a safety net. If it’s been a while since you reviewed your coverage, we can help. A few simple updates now can make all the difference later. Give us a call: 267-347-3477. See thrivent.com/social for important disclosures. Insurance solicitation: If requested, a licensed insurance agent/producer may contact you.

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No one plans for the flat tire, the sudden job change, the unexpected diagnosis, or the “we didn’t see that coming” moment. But they show up anyway. That’s why protecting the people and the life you love isn’t just about policies, it’s about knowing that if the unexpected happens, your family, your income, and your future have a safety net. If it’s been a while since you reviewed your coverage, we can help. A few simple updates now can make all the difference later. Give us a call: 267-347-3477. See thrivent.com/social for important disclosures. Insurance solicitation: If requested, a licensed insurance agent/producer may contact you.

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Retirement should feel less like treading water, and more like lounging in that huge flamingo floatie you've been eyeing at Costco, with a drink in your hand and the sun on your face. Whether you dream of sandy shores or just not having to set an alarm, the key to getting there is having a plan that works for you. Here are 5 essentials to help you ride the wave. Not sure if you're retirement ready, or still just daydreaming? We’ll help you build a plan that gets you from someday to sunny days. Give us a call: 267-347-3477. See thrivent.com/social for important disclosures.

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Retirement should feel less like treading water, and more like lounging in that huge flamingo floatie you've been eyeing at Costco, with a drink in your hand and the sun on your face. Whether you dream of sandy shores or just not having to set an alarm, the key to getting there is having a plan that works for you. Here are 5 essentials to help you ride the wave. Not sure if you're retirement ready, or still just daydreaming? We’ll help you build a plan that gets you from someday to sunny days. Give us a call: 267-347-3477. See thrivent.com/social for important disclosures.

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From all of us at Redtail Financial Group, Happy Easter. We hope you have a wonderful day, with the people you love and lots and lots of chocolate bunnies.

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From all of us at Redtail Financial Group, Happy Easter. We hope you have a wonderful day, with the people you love and lots and lots of chocolate bunnies.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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