New tax act: Key changes to know
The One Big Beautiful Bill Act, signed into law on July 4, introduces several important tax changes that could impact your financial strategy. Although full details are still unfolding, the article below outlines key updates to help you understand what’s ahead and how to prepare. Questions? Contact our office today to discuss what this could mean for you. While Thrivent does not provide specific tax advice, we can partner with you and your tax professional. For disclosure information, see Thrivent.com/social.
August is #WellnessMonth—a reminder to care for every part of your well-being, including your finances.
Creating a healthier financial future starts with understanding your current situation. Take this month as an opportunity to assess your financial health and begin building habits that support your goals.
Let’s take the next step together. https://bit.ly/4krla7a
For disclosure information, see Thrivent.com/social.
Happy International Youth Day! 🎉
Today is a powerful reminder of the role we all play in helping young people thrive — not just emotionally and spiritually, but financially too.
Whether you're a parent, mentor, or part of a young person's support network, this is a great time to talk about:
💰 The value of money
📊 The power of budgeting and saving
📈 Smart investing
📉 Managing debt with confidence
At Thrivent, we believe financial literacy is a life skill — and one of the greatest gifts we can pass on. By starting early, we help shape financially capable, purpose-driven adults.
Connect with a Todd Financial Associates professional today.
For disclosure information, see Thrivent.com/social.
#InternationalYouthDay #FinancialWellbeing #NextGenLeadership #Thrivent #LiveGenerously #MoneyMatters #FinancialLiteracy
Meet Office Professional Moriah Woods 🌟
We’re excited to feature another valued member of Todd Financial Associates—Office Professional Moriah Woods, serving clients of our Willoughby Hills, Ohio office location.
Moriah joined Todd Financial Associates in January 2023 and brings a diverse professional background, including 8 years in office management, 5 years in accounting, 3 years in mortgage origination, and over a decade in customer service roles. Her career journey began with studies in veterinary technology at Kent State before moving into these client-focused and operational roles.
Outside of work, Moriah is a single mom to her bright and energetic son, Mylo, who will be starting first grade soon. Their family also includes a dog named Pickles and a pet rabbit named Melon. In her free time, Moriah enjoys riding motorcycles.
“The most rewarding part of my role is how I have been empowered to truly steward my own success," Moriah said. "We are so human-focused—both on our clients and each other—that my role has been built in a way that is truly unique. I’m not just a person with a job title; I’m an integral part of something bigger than myself, where my skills and talents are highly valued and used to drive impactful positive change.”
Please join us in celebrating Moriah and the dedication she brings to our team and clients every day.
#MeetTheTeamMonday #TFAThrivent #TeamSpotlight
"The key to money is to stay invested." #Financial Friday
Happy National Financial Awareness Day! 💡
Smart money habits begin with awareness. Whether you’re budgeting, saving, or planning for retirement, Todd Financial Associates is here to help you take the next step in your financial journey.
Connect with our professionals today. https://bit.ly/4krla7a
For disclosure information, see Thrivent.com/social.
Happy 31st Anniversary, Al & Amy!
From Colorado’s sunny shores to Switzerland’s breathtaking mountains and fields — your journey together exemplifies love and commitment.
On behalf of all of us at Todd Financial Associates, wishing you continued love, joy, and many more years of shared adventures ahead!
#HappyAnniversary
It’s #NationalChocolateChipCookieDay! 🍪
In honor of America’s favorite cookie, celebrate August 4th with a batch of chocolate chip cookies.
Whether they’re homemade or store-bought, take a moment today to savor something sweet.
Welcome back-to-school season! 🍎
Looking for a meaningful way to give back? Gather your friends, family, or church group and lead a #ThriventActionTeam collecting supplies for students in need. Find additional ideas and inspiration for your next community project on the Thrivent Action Teams Hub. https://bit.ly/42ms9o4Witha
#GenerosityInAction #Thrivent
From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook
Estate planning isn’t a one-and-done task. It’s an ongoing process that should evolve as your life changes. A well-crafted playbook ensures that when the time comes, your family will have more clarity, less stress and the confidence to carry out your wishes exactly as you intended. For disclosure information, see Thrivent.com/social.
Keep generosity top of mind this summer! 🌞
Looking for a meaningful way to make a difference? Lead a #ThriventActionTeam and put #Generosity into action. Find inspiration and resources for your next project on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4
This summer, team up with Todd Financial Associates to create a lasting impact through giving!
For disclosure information, see Thrivent.com/social.
Today’s the day to celebrate your furry best friend through the lens! Happy National Dog Photography Day! Share your favorite dog photos in the comments and brighten everyone’s feed with some wagging tails and puppy smiles. 🐕📸
#NationalDogPhotographyDay
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. 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/43B6P2o
🎉 Join us in wishing a happy birthday to our very own Steve, Director of Dedicated Planning and Investment Operations at Todd Financial Associates!
With 12+ years at Thrivent, Steve plays a key role in leading client financial analysis—and we’re lucky to have him.
Have the best day, Steve! 🎂
Meet Office Professional Christine Grimes 🌟
We’re proud to spotlight another valued member of Todd Financial Associates—Office Professional Christine Grimes, serving clients of our Monroeville office.
Christine brings nearly 25 years of dedicated experience supporting individuals with disabilities—helping them navigate government benefits, manage special needs trusts, and build financial stability. She spent almost 20 years as a Representative Payee at a Pittsburgh mental health agency and another 5 years as a Trust Administrator for a large nonprofit.
Throughout her career, Christine has been a problem-solver, advocate, and creative thinker, focused on making a meaningful difference in people’s lives. She’s excited to bring that same compassion and dedication to Todd Financial Associates.
"While this role is new to me, I’m thrilled that it still centers on what I love most: connecting with people. As the first point of contact in the office, I have the chance to welcome and support clients, build strong relationships, and continue making a positive impact."
Please join us in warmly welcoming Christine to the team! She looks forward to supporting our clients and growing with Todd Financial Associates.
#MeetTheTeamMonday #TFAThrivent #TeamSpotlight
🍦 Sunday, July 20 is #NationalIceCreamDay!
Celebrate with a sweet treat and quality time with the ones you love. What’s your go-to flavor? Drop it in the comments below!
🎉 Wishing a very happy birthday to Kelsey Jendrejewski, Office Professional at Todd Financial Associates!
Have a great day, Kelsey — we’re grateful for all you do!
Extending our warmest congratulations to Jeff Adams on his recent retirement!
We had the joy of celebrating Jeff’s incredible career, surrounded by friends, colleagues, and loved ones. On behalf of all of us at Todd Financial Associates, we wish you all the best as you begin this exciting next chapter!