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🌱 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-back Every act of kindness creates a ripple. Let’s make waves together. 🌊 #RootsFinancialGroup #LiveGenerously #ThriventGivesBack #ThriventMemberBenefits See 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/lgbtq Love 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, CRNA

We’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 #CommunityStrong For 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 Group 20 West Main Street, Hummelstown, PA 17036 Drop 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 Smile Add an encouraging note with your donation! A few kind words can help a child feel seen, supported, and strong. 🌟 COMING SOON: → June–July: Sneaker Drive Let’s make sure every kid can walk, run, and play with confidence. 💛 #RootsFinancialGroup #SockDrive #LoveINC #ThriventActionTeam #GiveBack #CommunitySupport #SmallActsBigImpact See thrivent.com/social for additional disclosures Love, 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 #HonorOurLGBTEldersDay See 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 #FinancialAdvisor See thrivent.com/social for important disclosures.

May 2025 Market Update: Volatility goes up and down

Mixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

Why Thrivent | Thrivent

💬 “Money is a tool used to help us achieve those goals and dreams we care about. It allows us to feel more secure and confident about our financial future.” – Natalie Kratzer, Financial Advisor at Roots Financial Group We couldn’t agree more. At Roots Financial Group, we believe financial planning isn’t just about numbers — it’s about purpose, security, and living the life you’re called to live. We’re incredibly proud to see Natalie’s heart for values-based financial advice featured on Thrivent’s Why Thrivent page. Her words reflect what drives our entire team here in Hummelstown, PA: helping individuals and families align their finances with what matters most. 👉 Check out Natalie’s quote and more about Thrivent’s unique approach: https://www.thrivent.com/why-thrivent Whether you’re just getting started or reimagining your financial future, we’re here to walk alongside you — rooted in values, driven by purpose. #RootsFinancialGroup #WhyThrivent #FinancialAdvisor #LiveGenerously #HummelstownPA For important disclosures, please see thrivent.com/social

What is a Nurse Anesthetist (CRNA) and What Do They Do?

🌈 Exciting News from Roots Financial Group! 🌈 We’re thrilled to announce that Financial Advisor Natalie Kratzer, Associate Wealth Advisor Beth McKinley, and Associate Alicia Przygocki have officially earned their Affirming Advisor™️ designation! 🎉 This designation reflects their commitment to inclusivity, respect, and understanding in the financial planning process. As Affirming Advisors™️, they: ✅ Recognize the unique financial challenges and opportunities faced by LGBTQ+ individuals and families. ✅ Foster relationships built on openness, dependability, and respect to better understand every client’s experiences and goals. ✅ Promote inclusivity within our firm to help ensure all clients—community members and allies alike—feel supported on their financial journey. At Roots Financial Group, we believe everyone deserves financial security and guidance tailored to their life and future. If you're looking for a financial advisor who truly understands your needs and values, we’re here for you! 💜 👏 Join us in congratulating Natalie, Beth, and Alicia in the comments! 🎉 #AffirmingAdvisor #InclusiveFinance #RootsFinancialGroup See thrivent.com/social for important disclosures.

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

💙 I AM Strong. I AM Capable. I AM Enough. 💙 Your mindset matters! On #NationalIAMDay, we encourage you to take a moment for self-affirmation and self-care. 🌿 What’s one positive “I AM” statement you are embracing today? Drop yours in the comments! Let’s lift each other up. ⬇️✨ #MindsetMatters #FinancialWellness #SelfCareAndSuccess #RootsFinancialGroup

👩‍💼💪 Here’s to Strong Women! 💪👩‍💼 Today, we honor the incredible women shaping our world—leaders, innovators, and change-makers. At Roots Financial Group, we believe in financial empowerment for ALL women because when women thrive, communities grow. 🌱 Tag an inspiring woman in your life & let’s celebrate them together! 🎉 #InternationalWomensDay #WomenInFinance #EmpowerHer #RootsFinancialGroup

🙏 A Season of Reflection & Renewal 🙏 As we begin the Lenten season, many take this time for reflection, sacrifice, and spiritual renewal. Whether you’re giving something up or taking on a new practice, we’d love to hear your Lenten traditions! Share in the comments: What does Lent mean to you? 💜 #AshWednesday #Lent2025 #FaithAndFinance #RootsFinancialGroup

Celebrating Leadership & Kindness 💙✨ This Monday, February 17, 2025, we recognize Presidents Day and National Random Acts of Kindness Day—a perfect reminder that great leadership is built on generosity, equality, and inclusivity. One inspiring example is Abraham Lincoln, who led with compassion and courage, signing the Emancipation Proclamation to end slavery and paving the way for a more just and equal society. His actions remind us that kindness and leadership go hand in hand—whether in our communities, workplaces, or everyday lives. At Roots Financial Group, we believe small acts of kindness create a ripple effect. Let’s celebrate today by spreading kindness—whether it’s a smile, a helping hand, or words of encouragement. 💬 What’s one random act of kindness you’ve given or received recently? Share in the comments! ⬇️ #PresidentsDay #RandomActsofKindnessDay #LeadWithKindness #FinancialConfidenceForAll #RootsFinancialGroup

🎄🍪 Gingerbread Fun with Our Community! 🍪🎄 What a sweet time we had making gingerbread person cookies with families in the Hummelstown community for the annual Holiday Happenings event! Seeing all the creativity, laughter, and holiday cheer made this event truly special. 💛✨ At Roots Financial Group, we love being a part of the Hummelstown community and celebrating the holidays together. Thank you to everyone who joined us—we hope your cookies were as fun to decorate as they were to eat! 😉 Here’s to spreading joy and making memories this holiday season! 🎅🎁 #GingerbreadFun #HummelstownCommunity #HolidayCheer #RootsFinancialGroup #HummelstownIsHappening

👉 Read More Here: https://www.thrivent.com/insights/retirement-planning/the-ultimate-guide-to-retirement-savings-by-age?email= 📌 Key Takeaways: ✅ How much you should aim to have saved in your 30s, 40s, 50s, and beyond ✅ Strategies to catch up on savings if you’re behind ⏳ Are You on Track for Retirement? 💰 No matter where you are in life, saving for retirement is key to financial confidence. But how much should you have saved at different stages? Check out this ultimate guide from Thrivent to see if you’re on the right track and discover smart strategies to grow your nest egg: ✅ Tips for maximizing your retirement contributions No matter your age, it’s never too early—or too late—to plan for the future. Need help mapping out your retirement journey? Let’s talk! 💬 #RetirementPlanning #FinancialFuture #WealthBuilding #RootsFinancialGroup #SmartSavings