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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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🥘🍂 We’re partnering with Wilson Area LINCS, and they need donations for their Annual Thanksgiving Food Drive. 🦃 Our ask: If you would like to donate you can drop off at our office. 📞 Call ahead to make sure we’re in: 610-871-3375 🏢 400 S Greenwood Ave, Suite 302, Easton Nonperishable items needed: 🥫 cranberry sauce, canned gravy, cornbread mix, canned corn, stuffing, mashed potatoes, mac & cheese, rolls/biscuits, cakes, or gift cards for grocery stores. 👉 Order from their Amazon Wishlist: https://a.co/4Yokk1J Or drop off at LINCS Family Center, 2400 Firmstone St, Easton, PA before Nov 17 — email LINCS@wilsonareasd.org to schedule. Thank you for helping support local families! ❤️🍁 *No products will be sold

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🥘🍂 We’re partnering with Wilson Area LINCS, and they need donations for their Annual Thanksgiving Food Drive. 🦃 Our ask: If you would like to donate you can drop off at our office. 📞 Call ahead to make sure we’re in: 610-871-3375 🏢 400 S Greenwood Ave, Suite 302, Easton Nonperishable items needed: 🥫 cranberry sauce, canned gravy, cornbread mix, canned corn, stuffing, mashed potatoes, mac & cheese, rolls/biscuits, cakes, or gift cards for grocery stores. 👉 Order from their Amazon Wishlist: https://a.co/4Yokk1J Or drop off at LINCS Family Center, 2400 Firmstone St, Easton, PA before Nov 17 — email LINCS@wilsonareasd.org to schedule. Thank you for helping support local families! ❤️🍁 *No products will be sold

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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🎉 Another Action Team Complete! 🎉 🙌 Terri & Jim — you are ROCKSTARS! 🙌 This week, one of our amazing Action Teams partnered with the Warrior Bag Program, which provides supplemental meals to children in the Wilson Area School District — especially during the summer when school meals aren’t available. Thanks to a $250 Action Team, we were able to shop for and donate: 🥫 50 cans of pasta and mac & cheese 🍜 40 packs of Ramen 🥣 48 cans of soup 🍫 192 granola bars 🌞 120 cereal bars 🍓 96 Pop-Tarts 🐻 72 packs of animal crackers 🍪 108 packs of cookies 🥔 50 bags of potato chips 📸 Check out the photo of everything we gathered. We’re so grateful to everyone who helps make this kind of impact possible — your generosity truly feeds hearts and bellies. 💛 #ActionTeam #CommunitySupport #WarriorBagProgram #FeedingKids #MakeADifference

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🎉 Another Action Team Complete! 🎉 🙌 Terri & Jim — you are ROCKSTARS! 🙌 This week, one of our amazing Action Teams partnered with the Warrior Bag Program, which provides supplemental meals to children in the Wilson Area School District — especially during the summer when school meals aren’t available. Thanks to a $250 Action Team, we were able to shop for and donate: 🥫 50 cans of pasta and mac & cheese 🍜 40 packs of Ramen 🥣 48 cans of soup 🍫 192 granola bars 🌞 120 cereal bars 🍓 96 Pop-Tarts 🐻 72 packs of animal crackers 🍪 108 packs of cookies 🥔 50 bags of potato chips 📸 Check out the photo of everything we gathered. We’re so grateful to everyone who helps make this kind of impact possible — your generosity truly feeds hearts and bellies. 💛 #ActionTeam #CommunitySupport #WarriorBagProgram #FeedingKids #MakeADifference

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June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Markets showed signs of optimism in May following pauses in planned tariffs.

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7 ways to help reduce your taxable income

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep...

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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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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

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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

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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