Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Please join us in welcoming Laura Thompson-Aue, CDFA®️, BFA™️, AA™️, as an Associate Financial Advisor with Roots Financial Group. Based in Hillsboro, Oregon, Laura is passionate about helping individuals and families gain financial clarity through personalized advice and planning. As a recipient of the Certified Divorce Financial Analyst®️ and Behavioral Financial Advisor™️designations, she has particular expertise in divorce planning, retirement planning, and supporting women through life's financial transitions. Laura's commitment to building trusted relationships and empowering clients with confidence aligns perfectly with Roots Financial Group's mission of providing compassionate, purpose-driven financial guidance to help people flourish at every stage of life.
Thrivent Market & Economic updateThrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56
Friends of Lantern Hill | Mexico🌟 Giving Back, Together. 🌟This week, Natalie and her child are volunteering with Friends of Lantern Hill (https://www.friendsoflanternhill.org/), an incredible organization working to break the cycle of poverty and provide hope for children in Ensenada, Mexico.Right now, they’re collecting much-needed supplies for the children they serve—and it’s easy to help from wherever you are!🛒 Want to join us?Check out their Amazon Wish List to send art supplies, books, or everyday essentials directly to the children of Lantern Hill: https://www.amazon.com/hz/wishlist/ls/3E3O38ZCNS5W6?ref_=wl_share At Roots Financial Group, we believe that living generously can change lives—both in our neighborhoods and around the world. Let’s show up for these kids together. 💛#RootsFinancialGroup #LiveGenerously #FriendsOfLanternHill #Community #GivingBack #Volunteer #ChildrensCharity #HarrisburgPA #Hummelstown #MakeADifferenceFor additional disclosures and information please see thrivent.com/socialFriends of Lantern Hill is not affiliated with nor endorsed by Thrivent.
🌟 Team Member Spotlight: Meet Hannah Magrum, ChSNC®️! 🌟 At Roots Financial Group, we believe in helping ALL people plan for a confident financial future, and we are grateful for the incredible partners who help us do just that. While Hannah Magrum isn’t officially on our Roots Financial Group staff, we consider her part of the family! As a Chartered Special Needs Consultant (ChSNC®️), Hannah holds the only credential specifically designed to prepare financial advisors to help families plan for the future of loved ones with special needs. Hannah regularly partners with our team in joint field work to support families with special needs planning, helping them feel seen, understood, and prepared. 💚 We’re so thankful for Hannah’s passion and expertise, and we are honored to have her as a joint field work partner in serving our clients. ✨ Learn more about Hannah and her inspiring story here: Planning With a Special Purpose: https://www.thrivent.com/insights/financial-planning/planning-with-a-special-purpose #RootsFinancialGroup #SpecialNeedsPlanning #FinancialAdvisor #CommunityMatters #Inclusion #DisabilityPrideMonth 📌 See thrivent.com/social for important disclosures.
Pros & cons of paying off your mortgage before you retire🏡✨ Should You Pay Off Your Mortgage Before Retirement? Let’s Explore. ✨🏡At Roots Financial Group, we understand that being debt-free often feels like the ultimate goal—especially as you approach retirement. But did you know that keeping your mortgage into retirement might actually benefit your financial plan in some cases?✅ It’s true! While paying off your mortgage can bring financial confidence, it’s important to consider how it fits into your full retirement picture.We invite you to explore the pros and cons of having a mortgage during retirement in this helpful Thrivent article:https://www.thrivent.com/insights/retirement-planning/pros-and-cons-should-you-pay-off-your-mortgage-before-you-retire?email= 💬 What’s your biggest question about mortgage decisions as you approach retirement? Drop it below, and let’s keep the conversation going!#RootsFinancialGroup #RetirementPlanning #MortgageTips #FinancialWellness #DebtFreeGoals📌 See thrivent.com/social for important disclosures.
🌱💡 Did you know? Not all annuities are the same. 💡🌱Annuities can be a valuable part of your financial plan, providing steady income in retirement and helping you feel confident about your financial future. But there are different types—fixed, variable, and indexed annuities—and it’s important to understand which one aligns best with your goals, timeline, and risk comfort.✨ At Roots Financial Group, we’re here to help you navigate your options so you can make informed decisions for your future.👉 Learn more about annuities here: https://bit.ly/4jpD7Ss💬 Have questions about annuities or how they may fit into your financial plan? Send us a message, we're here to help!#RootsFinancialGroup #FinancialWellness #RetirementPlanning #Annuities📌 See thrivent.com/social for important disclosures.
🌍✨ Celebrate International Plastic Bag Free Day with Roots Financial Group! ✨🌍Today, on July 3, we join the global movement to #SkipThePlastic and pledge to reduce single-use plastic by choosing reusable alternatives. As eco-conscious financial advisors rooted in Pennsylvania, we believe that financial wellbeing and environmental stewardship go hand-in-hand.Every small action counts:*Bring reusable bags to the store 🛍️*Choose products with minimal or eco-friendly packaging*Support businesses that prioritize sustainabilityThese choices not only help reduce waste—they align with our values of responsible planning for the future.💬 Tell us: What’s your favorite eco-friendly swap? A trusty reusable bag? Metal straw? Composting routine? Share below and inspire others!Let’s work together—toward greener habits, lasting impact, and a healthier planet. Because caring for your financial future also means caring for the world our future will live in. 💚#RootsFinancialGroup #PlasticBagFreeDay #EcoFriendly #SustainableLiving #ValuesBasedAdvice📌 See thrivent.com/social for important disclosures.
We're thrilled to highlight Diane Joiner (she/her) — one of the incredible team members here at Roots Financial Group! Diane joined Thrivent in 2018 and became part of our Roots family in 2023. View her bio here: https://connect.thrivent.com/roots-financial-group/about-us/our-team#:~:text=770%2D961%2D0030-,Diane%20Joiner,-Associate Diane loves reading, taking walks, baseball and spending time with her two cats, Harriet and Andi. (Bonus points if you send her a cat + baseball meme. Trust us — she’ll love it!)💬 Leave a comment below to help us thank Diane for all she does! 👇#RootsFinancialGroup #TeamSpotlight #FinancialAdviceForAllSee thrivent.com/social for important disclosures.
🌱 Make an Impact With What Matters Most 💛At Roots Financial Group, generosity isn’t just something we talk about — it’s a way of life. That’s why we’re proud to be part of a community where Thrivent members can turn their values into action through powerful generosity programs.Whether it’s starting a service project with a Thrivent Action Team, directing Thrivent Choice Dollars®️, or exploring other giving opportunities, there are many ways to give back and get involved.✨ Explore the ways you can live generously:🔗 https://www.thrivent.com/giving-backEvery act of kindness creates a ripple. Let’s make waves together. 🌊#RootsFinancialGroup #LiveGenerously #ThriventGivesBack #ThriventMemberBenefitsSee thrivent.com/social for important disclosures.
It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. Learn more about Thrivent Action Teams here: https://www.thrivent.com/about-us/membership/thrivent-action-team
Happy PRIDE Month from Roots Financial Group! 🏳️🌈At Roots Financial Group, we proudly stand as allies of the LGBTQ+ community—not just this month, but every day. Our team is committed to creating an inclusive, welcoming space where everyone has access to financial guidance that reflects their goals, values, and dreams.June is a time to celebrate love, identity, authenticity, and the courageous individuals who have paved the way. We're honored to walk alongside you—offering financial clarity and support, no matter your journey.✨ Visit our LGBTQ+ Resource Library to explore helpful articles, videos, and tools:🔗 https://connect.thrivent.com/roots-financial-group/about-us/community-impact/lgbtqLove is love. Inclusion is essential. Advice is for everyone.#RootsFinancialGroup #Pride2025 #FinancialAdviceforAll #InclusiveFinance #PrideMonth #LoveIsLove📌 See thrivent.com/social for important disclosures.
#wellspanproud #nce2025 #nurseanesthesia #anesthesiaexcellence | Amy Reed, Ph.D, CRNAWe’re sending a heartfelt congrats to the newly pinned Student Registered Nurse Anesthetists featured by @Amy Reed, PhD, CRNA and WellSpan Health here: https://www.linkedin.com/posts/amyreed-phdcrna_wellspanproud-nce2025-nurseanesthesia-activity-7332070097471111168-Ix6M?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAEL8aMB7BdiQrVpva8X3c-WsWK3AytV73U! Your hard work, resilience, and commitment to the calling of nurse anesthesia is truly inspiring. 🌟At Roots Financial Group, we’re proud to support the CRNA and SRNA community—helping you navigate student loans, prepare for your career, and plan a strong financial future built around your goals and values.👏 Keep chasing excellence. We’ll be here to help guide you every step of the way.#RootsFinancialGroup #CRNAstrong #SRNAcommunity #NCE2025 #NurseAnesthesia #FinancialAdviceForAll #WellSpanProud📌 See thrivent.com/social for important disclosures.
🙌 Community spotlight time!We’re thrilled to celebrate our amazing client, Kris Englund-Krieger, for leading a Thrivent Action Team that collected diapers for families in need throughout our community. 💛🧷🍼Kris’s generosity and leadership are a true reflection of the impact one person can make when they step up to serve others. Thank you, Kris, for being a shining example of compassion and action—we’re so proud to support clients like you who live their values out loud!Want to learn more about how YOU can make a difference with a Thrivent Action Team? Visit:👉 thrivent.com/about-us/membership/thrivent-action-teams#RootsFinancialGroup #ThriventActionTeams #LiveGenerously #FinancialAdviceForAll #CommunityStrongFor important disclosures, please see thrivent.com/social
🎉 Help Us Celebrate Jack! 🎉Today marks 1 year since Jack joined the Roots Financial Group team—and what a year it’s been! 🙌From day one, Jack has brought dedication, professionalism, and a genuine heart for helping our clients. Whether Jack is diving into details behind the scenes or going the extra mile to support our clients, they have made a lasting impact on our team, our clients and our community. 💼❤️Please join us in giving Jack a big CONGRATULATIONS in the comments 👇 and let them know how much they're appreciated!Here’s to many more years of teamwork, service, and impact. 🎊#RootsFinancialGroup #TeamHighlight #WorkAnniversary #FinancialAdvisor #ClientFocused #HummelstownPA #CheersToOneYear
🧦 Socks might seem small — but they can make a big impact.We’re teaming up with Love Inc. this spring to help kids in our community step into greater confidence and comfort — and we’d love your help!🧡 Sock Drive for Kids in Need📅 May 5 – June 1📍 Roots Financial Group20 West Main Street, Hummelstown, PA 17036Drop off new socks of all sizes — toddler to teen — in our blue, house-shaped donation cabinet on the patio. It’s accessible anytime, even outside of office hours!♿ Reminder: Our office entrance is around back, up the handicap-accessible ramp.✨ Bonus: Send a SmileAdd an encouraging note with your donation! A few kind words can help a child feel seen, supported, and strong.🌟 COMING SOON:→ June–July: Sneaker DriveLet’s make sure every kid can walk, run, and play with confidence. 💛#RootsFinancialGroup #SockDrive #LoveINC #ThriventActionTeam #GiveBack #CommunitySupport #SmallActsBigImpactSee thrivent.com/social for additional disclosuresLove, Inc. is not affiliated with nor endorsed by Thrivent.No products will be sold.
🌈 Today We Celebrate Courage, Legacy & Progress 🌈May 16 is Honor Our LGBT Elders Day—a time to recognize and celebrate the trailblazers in the LGBT community who have paved the way for greater access, understanding, and equality.At Roots Financial Group, we stand proudly with those who have made it possible for future generations to live more freely and authentically. Your strength, advocacy, and resilience inspire us every day.We are committed to creating a welcoming space where everyone—regardless of who they love or how they identify—can feel confident seeking guidance for their financial futures. Because financial advice should be for ALL. 💙💚💛🧡❤️💜Take time today to listen, learn, share, and support the incredible legacy of LGBT elders who’ve helped shape a more inclusive world.#RootsFinancialGroup #FinancialAdviceforAll #HonorOurLGBTEldersDaySee thrivent.com/social for important disclosures.
Disability Insurance 101🛡️ May is Disability Insurance Awareness Month, and it's the perfect time to ask:What would happen if your paycheck suddenly stopped?At Roots Financial Group, we’ve seen firsthand how disability insurance can be a lifeline—protecting your income and preserving your financial goals if illness or injury keeps you from working.Whether you’re a young professional, business owner, or caregiver, protecting your income is a key part of a solid financial strategy. Learn the basics of disability insurance and why it matters here 👉 https://lifehappens.org/disability-insurance-101/📍Proudly serving families and individuals in the Hummelstown, PA area and beyond.📞 Ready to talk about your plan? Let’s connect.#RootsFinancialGroup #DisabilityInsuranceAwareness #FinancialWellness #IncomeProtection #LifeHappens #HummelstownPA #FinancialAdvisorSee thrivent.com/social for important disclosures.
