Insights
Every season of life brings new goals. Is your plan ready?Life is constantly evolving—new opportunities, new priorities, and new milestones can shape the future you envision.The halfway point of the year is a great time to pause and reflect on whether your financial plan still aligns with what matters most.Consider reviewing:✓ Retirement savings progress✓ Beneficiary designations✓ Upcoming life changes or expenses✓ Long-term goals and prioritiesA thoughtful mid-year check-in can help ensure your financial strategy continues to support the life you’re building.For disclosure information, see Thrivent.com/social.
Today, we remember those we lost, honor the heroes who served, and reflect on the courage, compassion, and strength that brought our nation together.We will never forget.
💙 Generosity has the power to change lives—starting with yours.No matter how you choose to give back, Thrivent makes it easy to make a meaningful impact. Whether you're organizing a volunteer project, supporting a cause you're passionate about, serving from home, responding to communities affected by disasters, or partnering with organizations like Habitat for Humanity, every act of kindness helps build stronger communities.Together, we can turn compassion into action and make a difference where it's needed most. Explore the many ways to get involved and discover how you can put your generosity into action. ✨For disclosure information, see Thrivent.com/social.#GenerosityInAction #Thrivent #LiveGenerously #CommunityImpact
❤️ Life Insurance Awareness MonthDid you know? Life insurance can play an important role in a strong financial plan, helping protect the people and goals that matter most.This month is a great opportunity to take a closer look at your coverage and consider how it aligns with your priorities.For disclosure information, see Thrivent.com/social.#LIAM26
Happy Labor Day! 🇺🇸Today, we celebrate the hard work and dedication of workers everywhere. The work we do today helps build stronger families, businesses, and communities—and a stronger tomorrow.Take a moment to appreciate how far you’ve come, celebrate your accomplishments, and enjoy the holiday with those who matter most!
🇺🇸 Labor Day Office ClosureIn observance of Labor Day, the Thrivent offices of Todd Financial Associates will be closed on Monday, August 7.Wishing you and your loved ones a safe, relaxing, and enjoyable Labor Day weekend! We hope you have a wonderful time celebrating with family and friends.We look forward to serving you when we return to the office.
🥫 National Food Bank DayToday, we’re recognizing the food banks, volunteers, and community members who work together to help nourish families and neighbors in need.Even a small act of kindness can make a meaningful difference. ❤️How are you giving back to your community? Share your favorite way to make a difference below! 👇
Retirement is a new beginning—not just an ending.The transition into retirement brings exciting opportunities and important decisions. From creating an income strategy to planning for healthcare, Social Security, and the lifestyle you hope to enjoy, thoughtful preparation can help you feel ready for what’s ahead.Contact our office today to discuss your retirement goals and explore a strategy designed around the future you’re working toward.For disclosure information, see Thrivent.com/social.#RetirementPlanning #FinancialPlanning #RetirementReady #PlanWithPurpose
🛡️ Life Insurance Awareness MonthSeptember is a meaningful reminder that planning ahead can help protect the people and future that matter most. Take some time this month to review your coverage and consider how it can support the life you’re building and the people you care about.For disclosure information, see Thrivent.com/social.
✨ Celebrating a New ChapterPlease join us in congratulating Laurie B. on her retirement!We enjoyed celebrating this special milestone with Laurie and wish her a wonderful retirement filled with new adventures, meaningful moments, and plenty of time to enjoy what matters most.Congratulations, Laurie! Wishing you many wonderful years ahead! ❤️
What kind of legacy do you hope to leave?Your legacy isn't defined by what you leave behind—it's the impact you make every day.This August, take a moment to review your estate plan, beneficiary designations, and long-term goals. A few simple updates today can help ensure your wishes are reflected for the future.#LegacyPlanning #EstatePlanning #FinancialPlanning #PlanWithPurposeFor disclosure information, see Thrivent.com/social.
"Grow your wealth the same way you grow success—with patience, purpose, and persistence."#ThinkAheadThursday
🎉 Celebrating Luke Kuehn, Dedicated Planning & Investment Operations Coordinator, on Their Special Day! 🎂Today we're celebrating you and the many ways you help keep Todd Financial Associates running smoothly. Your dedication, organization, and commitment to supporting both clients and teammates are truly appreciated.Thank you for everything you do behind the scenes to make a positive difference each day. Wishing you a wonderful birthday filled with joy, relaxation, and everything you enjoy most. Happy Birthday! 💛
Office Closure – Tuesday, August 25Please note that all Todd Financial Associates office locations will be closed on Tuesday, August 25, as our team comes together to support the Todd family following the passing of Al’s beloved mother.We appreciate your understanding as we take this time to be with family and honor Heidi’s life.Please continue to keep Al and the Todd family in your thoughts and prayers. ❤️
Trump Accounts for kids: The basics of Section 530A accountsAt Todd Financial Associates , we're here to help you understand how a Section 530A (Trump) Account—along with other savings strategies—may fit into your family's financial goals. Reach out today to start the conversation.For disclosure information, see Thrivent.com/social.
Have you created a will—or reviewed it recently?August is Make-A-Will Month, making it a great reminder to ensure your wishes reflect your life today.Creating a will isn't just about your assets—it's about helping provide clarity for the people you care about most.If your family, finances, or goals have changed over the years, it may be time to revisit your estate plan. A little planning today can make a meaningful difference for your loved ones tomorrow.For disclosure information, see Thrivent.com/social.#MakeAWillMonth #EstatePlanning #LegacyPlanning #FinancialPlanning
A Financial Planner's Guide to Unlocking the Power of a 529 PlanNew backpacks, new classrooms, new opportunities. 🎒📚As a new school year begins, it’s also a great time to think about the future beyond the classroom.A 529 savings plan can help families prepare for future education goals with potential tax advantages, flexibility, and a dedicated way to save for the opportunities ahead.Small steps today can help create a brighter tomorrow.For disclosure information, see Thrivent.com/social. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing.#BackToSchool #529Plan #EducationPlanning #FinancialPlanning
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
What if your financial plan could reflect not only what you have—but what matters most to you?In recognition of National Nonprofit Day, it's worth taking a moment to consider the causes, organizations, and communities that have shaped your life.Whether charitable giving is already part of your financial plan or something you'd like to consider in the future, thoughtful planning can help align your financial decisions with the impact you hope to make.After all, some of life's greatest returns aren't measured by dollars—they're measured by the lives we touch.For disclosure information, see Thrivent.com/social.#NationalNonprofitDay #CharitableGiving #FinancialPlanning #PlanWithPurpose
Anchorpoint CounselingA Place for Everyone 💙From August 17–September 5, Todd Financial Associates is honored to support Anchorpoint Counseling as they create a Community Wellness Hub where everyone can feel welcome, comfortable, and cared for.With your help, we can make the new facility even more accessible and family-friendly for the neighbors who rely on Anchorpoint for support, healing, and connection.Your gift will help provide:• Automatic entry doors so guests with mobility challenges, caregivers, and families can enter with greater ease and dignity.• A changing table in the family restroom so parents and caregivers have a safe, convenient space to care for young children.And right now, your generosity can go even further. For every $2 donated, Thrivent will contribute an additional $1 in matching funds, up to $3,334 in matching gifts.*Together, let’s help raise $10,000 to make the Anchorpoint Community Wellness Hub a more welcoming place for everyone. Donate today and make your gift go even further through Thrivent’s matching contribution.💙 Give Today:https://bit.ly/3SzQLLd*For every $2 donated through this online campaign, Thrivent will add $1, up to an additional $3,334. Thrivent will pay up to $1,000,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform.Anchorpoint Counseling is not affiliated with or endorsed by Thrivent.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 BrokerCheck for more information about our financial advisors. No products will be sold. For additional disclosure information, see Thrivent.com/social.