Trump Accounts for kids: The basics of Section 530A accounts
At 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.
A Financial Planner's Guide to Unlocking the Power of a 529 Plan
New 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 yields
The 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. ⬇️
Anchorpoint Counseling
A 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.
