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News and Insights

What you need to know about legacy planning & how to get started

Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓

Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Meet Megan! Megan has been with Together Financial Group for 5 years. Serving as Operations Manager, she keeps the ship running. Take a moment to get to know her, and read her biography below! "Mom can do it. That’s what my four kids learned when the furnace went out while their dad was away for work. They learned it again when the microwave caught fire, and when it’s bath time and the 7 year old watches the 1 year old while I bathe the 2 and 4 year old. Sound chaotic? Being the mother of four is! Having my husband work 20 days away and 10 days home taught me to be super independent. I love that my daughters and son get to see that. When our second was just 4 ½ she got E. Coli and spent 10 days in the hospital. Our people showed up to help almost without me asking. Six months later, a friend’s daughter was diagnosed with cancer. I was in the room when the doctor shared the official diagnosis. While they were still reeling, my experience and presence of mind as an outsider allowed me to ask the doctor a dozen questions they might not have thought of for days or weeks, if ever. I want to use that independence and my experience stretching a young couple’s budget to help others get a grasp of their finances both week-to-week and in the long term. That’s why when Andrew asked me to join Together Financial Group, I thought “Mom can do that.” I was born in Loveland and went to Loveland High. I earned a bachelor’s degree in Marketing from UNC. We’ve been living in Johnstown since 2004. What else do we have in common?" megan.vandorin@thrivent.com 970-744-4629

Planning ahead for emergencies can help reduce your stress as they happen. 💡 Here are tips to start an emergency fund. >> https://bit.ly/4fED8A0

"The light shines in the darkness, and the darkness has not overcome it." - John 1:5

The importance of estate planning: Protecting your people, property & privacy

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.

Will your retirement income last? Check out this helpful retirement income planning calculator to see if you're on track: https://bit.ly/41OQJAQ

"but those who hope in the Lord will renew their strength. They will soar on wings like eagles; they will run and not grow weary, they will walk and not be faint." - Isaiah 40:31

Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

As summer comes to an end, the Together Financial Group team gathers for one last scoop of sunshine. We are grateful for all the warm memories made, and ready to fall into our next season of helping others and building great relationships. We wish you a wonderful Labor Day and a smooth start to the rest of the year!

"Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up." - Galatians 6:9

Preparing for the what-ifs in life

Wondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.

Parenting goals: Living generously and showing the next generation how it’s done. Here’s how to get the entire family involved: https://bit.ly/448bHfM

"When you pass through the waters, I will be with you; and when you pass through the rivers, they will not sweep over you..." - Isaiah 43:2

Balancing today’s priorities with tomorrow’s goals

Planning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life. Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️