Financial Planning for Small Business Owners
During Small Business Week, we’re reminded: success isn’t just about running a business—it’s about having a plan behind it. No matter your stage, a holistic financial plan helps align your business goals with your personal future. Take a moment to step back and make sure your plan is working as hard as you are. For disclosure information, see Thrivent.com/social.
Disability Insurance Awareness Month reminds us that life can change in an instant—and protecting your income is a key part of a strong financial plan.
Have you considered how you’d maintain your lifestyle if you were unable to work due to illness or injury?
Todd Financial Associates is here to help you explore your options and build confidence in your coverage.
For disclosure information, see Thrivent.com/social.
#DIAM
🏪✨ Celebrating National Small Business Week | May 3–9, 2026
This week, we recognize the entrepreneurs, innovators, and local businesses that drive our communities forward. Your passion, resilience, and dedication make a lasting impact every day.
Join us in supporting small businesses—not just this week, but all year long.
#SmallBusinessWeek #SupportLocal #Entrepreneurship #CommunityStrong
Last Chance to Register!
Where There's a Will There is a Way
Tuesday, May 5 at 1:00 p.m. & 7:30 p.m.
Register today: bit.ly/Where_Theres_A_Will
Legacy Planning Is Not About the Money.
Find out how to stop putting off creating a will and other key documents and hear stories that will motivate you to take action.
Estate planning isn't about how much you have but how you manage it over your lifetime. Find out why it's important at any age to stop putting off creating a will and other key documents from Washington Post personal finance columnist Michelle Singletary. Her stories will motivate you to take action.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Protect what matters most. 💙🏡
This National Life Insurance Day, take a moment to secure your loved ones’ future. Life insurance isn’t just a policy—it’s lasting protection when it matters most.
Allow Todd Financial Associates to help you take the next step.
For disclosure information, see Thrivent.com/social.
#NationalLifeInsuranceDay
🎉 Join us in wishing Dona Bajet a very Happy Birthday! 🎉
Today we’re celebrating our wonderful Client Service Administrator at Todd Financial Associates. Dona, your dedication, positivity, and the care you show to both our team and clients make a meaningful impact every day.
We’re so grateful to have you on our team and hope your day is filled with all the happiness you bring to others. Wishing you a fantastic year ahead! 🎂✨
#HappyBirthday
#FinancialMoneyTip
For disclosure information, see Thrivent.com/social.
As Financial Literacy Month comes to a close, it’s a great time to reflect on the power of understanding your finances. Strong financial habits can help support life’s biggest goals—from education and homeownership to starting a business and preparing for retirement.
Investing in financial knowledge today can help build greater confidence for tomorrow. https://bit.ly/4lSF2l8 💡📚
For disclosure information, see Thrivent.com/social.
Proof that even Hall of Fame Legends know how to have a little fun!
While celebrating in San Antonio, we captured a few less-than-serious moments along the way…
Because behind 30+ years of dedication, there are plenty of laughs and memories, too. 😄
👋 Meet the Team at Todd Financial Associates.
Financial Literacy Month is the perfect time to learn more about the professionals dedicated to helping you and your family plan for the future.
Our team focuses on helping families like yours:
• Understand your financial options
• Build long-term strategies
• Stay confident about your financial future
Your future deserves a plan—let’s build it together.
For disclosure information, see Thrivent.com/social.
“The most important investment you can make is in yourself.” #FinancialFriday
For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/4cVuu2j
We’re proud to celebrate an incredible milestone!
Todd Financial Associates’ Al Todd has been recognized as a 2026 Thrivent Hall of Fame Legend*—a testament to more than 30 years of unwavering dedication to serving clients and walking alongside them on their financial journeys.
This special achievement was celebrated in San Antonio, Texas, where Al was joined by family and team members to honor the meaningful impact of his work and career.
Here’s to a legacy of service, integrity, and lasting relationships—congratulations, Al!
*Hall of Fame Legends represent those Hall of Fame members who continue their dedication to members following induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history. This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of future performance.
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Today is a wonderful reminder that small actions can make a big difference. Let’s take a moment to appreciate our planet and consider ways we can protect it for future generations.
Happy Earth Day! 🌎
Celebrating one year with two incredible members of the Todd Financial Associates team, Chrissy Grimes and Kelsey Jendrejewski! 🎉
Your dedication, care for our clients, and the positive impact you make every day do not go unnoticed.
We’re so grateful to have you both as part of our team and are excited for all that’s ahead.
Happy 1-year work anniversary! 👏
Financial literacy isn't just about numbers—it's about confidence and clarity.
Knowing how to manage savings, investments, and long-term goals can help families make informed decisions and feel more prepared for the future.
If you’d like to explore how a well-designed financial strategy can support your goals, we’re here to help guide the conversation.
For disclosure information, see Thrivent.com/social.
“Through knowledge and discipline, financial peace is possible for all of us." #FinancialFriday #FinancialFreedom
20 Ways to Clean Up Your Finances This Spring
Spring Cleaning Your Finances: A Simple Check-In for Your Financial Well-Being 🌸 As temperatures rise, now is the perfect time to review your finances. From assessing spending and savings to reevaluating goals, a quick financial check-in can help you stay confident and on track for the months ahead. For disclosure information, see Thrivent.com/social.
⏰ A quick reminder to finalize and submit your tax return. Staying organized today helps support your financial goals tomorrow.
Happy Tax Day!
📊 Financial Tip for Financial Literacy Month
A simple but powerful habit: revisit your financial goals at least once a year.
As life evolves—career changes, growing families, shifting priorities—your financial plan should evolve too. Taking time to review your goals helps ensure you’re still on track for where you want to go.
This Financial Literacy Month, set aside a few minutes to check in on your plan and make any needed adjustments.
Our team at Todd Financial Associates is always here if you’d like guidance or a fresh perspective.
For disclosure information, see Thrivent.com/social.