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6 year-end financial tasks

Between gift shopping 🎁 and holiday parties 🎄, it’s easy for your finances to fall behind! Finish the year strong by tackling these 6 important year-end tasks before Dec. 31 ✅ #FinancialWellness #YearEndGoals #Thrivent

Christmas spending tips: Cut the costs, keep the cheer

Holiday Tip: A simple budget can help you stay on track financially and fully enjoy the moments that matter most this season. 🎄🎁 For disclosure information, see Thrivent.com/social. #WednesdayWisdom

❤️ Celebrate the season by giving back! Rally your friends, family, and neighbors to lead a Thrivent Action Team. Explore meaningful ways to serve your community and spread joy this holiday season: https://bit.ly/42ms9o4 ✨ For disclosure information, see Thrivent.com/social. #ThriventActionTeam #LiveGenerously #TFAThrivent

I'm a Wealth Adviser: Here's How to Maximize Your Generosity Before the OBBB's 2026 Cap Kicks In

🎁 Give Back This Holiday Season! The year is winding down—plan your charitable gifts before Dec. 31 to maximize deductions under current rules and make this season truly meaningful. 📞 Act today to make your generosity go further! For disclosure information, see Thrivent.com/social.

✨ As 2025 comes to a close, we reflect on a year of growth, learning, and community. Let’s welcome 2026 with intention and purpose! 💡 What financial goals will you set for the new year? Todd Financial Associates is here to guide and support you every step of the way on your financial journey. #NewYearNewGoals #FinancialClarity For disclosure information, see Thrivent.com/social.

Marking 18 incredible years, Al’s Bike Drive continues to grow and make an impact! The Bike Drive helps bring joy to children through the Marine Toys for Tots program and by funding adaptive bikes for Variety – the Children’s Charity. A heartfelt thank you to everyone who supported this wonderful event through contributions, volunteering, and other acts of generosity — including support through Thrivent’s online fundraiser. Your efforts made a meaningful difference for so many children. ❤️ Al’s Bike Drive is not affiliated or endorsed by Thrivent.

3 Tax-Smart DAF Strategies Advisers Can Put to Work for Clients During Giving Season

🎁 Is a Donor-Advised Fund the Right Move for Your Giving Strategy? Giving Season is here! Donor-Advised Funds (DAFs) can provide tax efficiency, flexibility, and long-term planning benefits, helping clients make an impact while optimizing their year-end giving. 📞 Contact our office today to complement your year-end financial strategy! While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For additional disclosures, see Thrivent.com/social. #GivingSeason #FinancialStrategy #CharitablePlanning #LiveGenerously

Home For The Holidays: A Virtual Christmas Concert featuring Danny Goke Join the Thrivent Member Network for Home For The Holidays, a Virtual Christmas Concert featuring three-time Grammy®️ Nominee artist, Danny Gokey. This season, let the music lift your spirits. Gather your loved ones, warm up some cocoa, and sing along to your favorite Christmas classics. Let laughter echo, memories be made, and the joy of the holidays fill your home. This OnDemand Concert is available December 3 - 25. Get your virtual ticket today at https://bit.ly/HomeForTheHolidaysDannyGokey No products will be sold. Artist is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

🎁 It’s Giving Tuesday! 🎁 Today is all about coming together to make a difference. Every act of generosity counts — whether it’s donating, volunteering, or spreading kindness. The 2025 Al’s Bike Drive is just around the corner! Bring joy to children by donating bikes for Toys for Tots and adaptive bikes for kids with disabilities. 💖 For every $2 donated through this online campaign, Thrivent will add $1, up to an additional $3,000. Thrivent will also cover up to $300,000 in online processing fees per calendar year for personal donations made through their giving platform. 🎁 Donate securely here: https://bit.ly/4oHK98q Let’s embrace the spirit of generosity and give back to our communities today! ❤️ #LiveGenerously #GiveBack #GivingTuesday #AlsBikeDrive #ToysForTots Al’s Bike Drive is not affiliated or endorsed by Thrivent.

🏪 Support Local, Shop Small! Make your holidays brighter by investing in our community. Every purchase helps local businesses thrive! Celebrate #SmallBusinessSaturday and show your support. #ShopLocal

🦃 Happy Thanksgiving from all of us at Todd Financial Associates! We’re especially thankful for our clients, colleagues, and community. Wishing you a day full of warmth, joy, and time with those you love.

Four Ways to Make the Most of Your Benefits During Open Enrollment

Open enrollment is the perfect time to pause, review, and make your workplace benefits work for you—whether it’s saving, planning, or preparing for life’s next chapter. For disclosure information, see Thrivent.com/social.

Here Are The Biggest Black Friday Scams To Watch For—And How To Spot A Scam

Before you click “buy now,” be cautious—experts are warning that AI-powered scams are on the rise this Black Friday season. Keep an eye out for these red flags when browsing for deals.

Best Homemade Pumpkin Pie Recipe

Searching for the perfect pumpkin pie to share this Thanksgiving? This crowd favorite combines creamy, spicy, and sweet flavors in every bite—a true taste of fall your loved ones will adore.

I'm a Financial Planner: This Is Why Commitment, Not Perfection, Drives Financial Success

Staying committed to your financial plan matters more than chasing perfection. Market ups and downs will happen—but consistency is what drives long-term success. For disclosure information, see Thrivent.com/social.

Since 2008, Al’s Bike Drive has been dedicated to making the holidays brighter for children across our community. What began with Al’s simple belief—that every child deserves the joy and freedom of riding a bike—has grown into a cherished annual tradition of generosity and giving. 🚲✨ Each year, funds are raised to purchase bicycles for the Marines’ Toys for Tots program and to build adaptive bikes for children with disabilities through a local partnership with Variety – the Children’s Charity of Pittsburgh. 💖 *For every $2 donated through this online campaign, Thrivent will add $1, up to an additional $3,000. Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform. Click here to donate securely: https://bit.ly/4oHK98q No products will be sold. Al’s Bike Drive is not affiliated or endorsed by Thrivent.

Navigating open enrollment: 5 ways to make the best choices for your family

Open enrollment is the perfect time to take a fresh look at your benefits — and your retirement savings. Don’t just stick with the same health plan out of habit. Take a moment to assess whether last year’s plan still fits your needs and goals. Connect with our team to evaluate your coverage and plan confidently for the year ahead. For disclosures, see Thrivent.com/social. #OpenEnrollment #FinancialWellness #TFAThrivent

🤝 Honoring National Philanthropy Day We’re celebrating those who give back and make a lasting difference in the lives of others. Thank you for inspiring kindness and strengthening our communities. #TFAThrivent #NationalPhilanthropyDay #LiveGenerously

💛 World Kindness Day Even the smallest act of kindness can have a lasting impact. Take a moment today to spread positivity and make someone’s day a little brighter! ✨ #WorldKindnessDay #ChooseKindness #SpreadJoy

Bonnie and Moriah recently spent several days at the Practice Operations Conference in Minneapolis! They gained valuable insights on improving efficiency, optimizing workflows, and strengthening our operations—along with the opportunity to connect with peers from across the industry. They’ve returned to PA with fresh ideas and renewed inspiration to continue enhancing our practice! #TFAThrivent #ProfessionalGrowth