🍂 Hello, Fall! There’s something about a new season that makes us want to tidy up, get organized, and start fresh. As you pull out the sweaters and enjoy that first taste of fall, consider giving your important financial documents a little attention, too. Are your: 📄 Beneficiary designations up to date? 📝 Estate planning documents current? 📁 Important financial records easy for your family to find? ☎️ Key contacts still accurate? A seasonal check-in can be a simple way to keep your financial house in order. #TruePathPlanning #FirstDayOfFall #FinancialOrganization #EstatePlanning #FallRefresh See thrivent.com/social for important disclosures
📝 Would Your Family Know What to Do? Financial planning isn’t just about numbers. It’s also about making sure the people you love know where to find important information and who to turn to when they need it. Consider creating a family communication plan that includes: • Your will and estate planning documents • Trust information • Powers of attorney • Important account information • Current beneficiaries • Key financial and professional contacts These may not be everyday conversations, but having them can make a difficult time a little easier for the people you love. Sometimes the most thoughtful thing we can do is simply make sure our family knows the plan. ❤️ #TruePathPlanning #LegacyPlanning #EstatePlanning #FamilyPlanning #FinancialWellness See thrivent.com/social for important disclosures
🍕 It’s Pepperoni Pizza Day! Some financial conversations are complicated. Pizza doesn't have to be. 😂 Today we're keeping things simple: What’s your perfect pizza order? Thin crust? Deep dish? Extra cheese? Pepperoni and pineapple? We won't judge. 😉 Tell us your go-to order in the comments! #TruePathPlanning #PepperoniPizzaDay #PizzaLovers #TeamFun #SanAntonioCommunity See thrivent.com/social for important disclosures
❤️ Happy Grandparents Day! Grandparents have a special way of passing things down. Sometimes it’s a family recipe. A favorite tradition. A story from childhood. A life lesson that sticks with you. And sometimes, it’s a carefully considered financial legacy. Legacy planning can be about more than passing along assets. It can be about communicating your values, sharing your wishes, and helping future generations understand what matters most to you. Today, tell us: What is something your grandparents passed down to you that you'll always treasure? ❤️ #TruePathPlanning #GrandparentsDay #LegacyPlanning #FamilyTraditions #GenerationalPlanning See thrivent.com/social for important disclosures
🛡️ What Would Happen to Your Income If You Couldn’t Work? We insure our homes, cars, and other things we value—but what about the income that helps make everyday life possible? Disability income protection can be an important part of a financial plan, particularly when your income supports your family, lifestyle, and long-term goals. It’s worth asking: If I couldn’t work for an extended period, would my current plan help cover the gap? Not sure? That’s a conversation worth having. #TruePathPlanning #DisabilityInsurance #IncomeProtection #FinancialPlanning #ProtectWhatMatters See thrivent.com/social for important disclosures
🖖 Live Long and Prosper, Trekkies! Happy Star Trek Day! 🚀🌌 Today, we’re boldly stepping away from financial planning to ask the important nerdy questions: If you could beam anywhere in the Star Trek universe, where would you go? The Enterprise? Vulcan? Deep Space Nine? The holodeck for an epic adventure? Or maybe somewhere no human has gone before? 😉 Bonus points for sharing your favorite captain, character, series, alien species, or Starfleet technology. Extra bonus points if you can name your favorite episode without saying, “There are too many to choose from.” 🖖 Drop your answer below—and remember: resistance is futile when it comes to a good Star Trek debate! #TruePathPlanning #StarTrekDay #LiveLongAndProsper #NerdCulture #TeamFun See thrivent.com/social for important disclosures
Happy Labor Day from True Path Planning! Today, we’re celebrating the hard work, dedication, and contributions of workers and families across our community. Whether you're spending the day relaxing, firing up the grill, catching up with family, or simply enjoying a slower morning—we hope you get a chance to enjoy the fruits of your hard work. From our team to yours, have a safe and happy Labor Day! ❤️ #TruePathPlanning #LaborDay #HappyLaborDay #Community #EnjoyTheDay See thrivent.com/social for important disclosures
📚 Happy Read a Book Day! There’s something special about getting comfortable, turning off the distractions, and getting lost in a good book. So today, we have an important question: What book would you recommend to a friend? 👇 It could be a favorite from childhood, something you've read recently, or the book you find yourself returning to again and again. We’re always looking for our next great read! ☕📖 #TruePathPlanning #ReadABookDay #BookLovers #CommunityConversation #LifelongLearning See thrivent.com/social for important disclosures
🥫 Giving Back Can Take Many Forms Today is Food Bank Day—a wonderful reminder of the difference that generosity can make in our communities. For those who are age 70½ or older and have qualifying retirement accounts, a Qualified Charitable Distribution (QCD) may be one option to consider when supporting eligible charities. If charitable giving is an important part of your financial picture, talk with your tax professional and financial advisor about strategies that may fit your situation. And today, let’s give a little extra thought to the organizations helping put food on tables in our communities. ❤️ #TruePathPlanning #FoodBankDay #CharitableGiving #QCD #GivingBack See thrivent.com/social for important disclosures
Your guide to college savings plan options: From 529s to CoverdellsEvery family's education journey looks different—which is why understanding your college savings options matters.Whether you're just starting to save or reviewing your current plan, knowing what's available can help you make informed decisions for your family's future.Learn more about your options:https://www.thrivent.com/insights/college-planning/what-college-savings-plan-options-are-availableIf you have questions, we're here to help you explore what may fit your goals.See thrivent.com/social for disclosures.
How qualified charitable distributions (QCDs) work: Rules, pros & consGenerosity can be an important part of your financial plan.Whether you're passionate about your church, your local community, education, or another cause close to your heart, understanding your options can help you give intentionally.Learn more here:https://www.thrivent.com/insights/retirement-planning/what-is-a-qualified-charitable-distribution-qcdSee thrivent.com/social for disclosures.
Back-to-school budget: How much to save & tips for parentsThe first day of school will be here before you know it! ✏️🎒Back-to-school season can bring excitement—and extra expenses. Planning ahead can help make the transition smoother for your family.Here are a few ways to prepare:✔️ Create a school shopping budget✔️ Review extracurricular activity costs✔️ Plan for lunches and transportation✔️ Start thinking about future education savingsLooking for more helpful tips? Check out this article:https://www.thrivent.com/insights/budgeting-saving/back-to-school-budget-how-much-to-save-tips-for-parentsSee thrivent.com/social for disclosures.
Back to Basics: Exploring Your Charitable Fund OptionsHave you heard of a Thrivent Charitable Fund?It's one way individuals and families can organize their charitable giving while supporting the causes that matter most to them.Whether your passion is your church, education, community organizations, or another nonprofit, charitable planning can help make giving more intentional.Learn more here:https://thriventcharitable.thrivent.com/back-to-basics-exploring-your-charitable-fund-options#LiveGenerously #CharitableGiving #ThriventCharitable #TruePathPlanningSee thrivent.com/social for disclosures
MembershipDid you know that being a Thrivent client comes with more than financial guidance?Eligible clients have access to unique member benefits!Learn more about Thrivent Membership here:https://www.thrivent.com/about-us/membership#Thrivent #MembershipBenefits #LiveGenerously #TruePathPlanningSee thrivent.com/social for disclosures
Coverage needs change throughout life.New family.New mortgage.Growing children.Approaching retirement.Legacy planning.Each season may bring new opportunities to review your life insurance strategy.A quick review can help uncover gaps and ensure your coverage aligns with your goals.#LifeInsurance #FinancialProtection #TruePathPlanning
Retirement planning isn't just about investments.It's also about protecting:✔️ Your income✔️ Your loved ones✔️ Your health✔️ The future you've worked hard to buildA comprehensive retirement strategy often includes life insurance, long-term care planning, emergency savings, and income protection—not just investment accounts.Because building wealth and protecting it go hand in hand.#RetirementPlanning #FinancialConfidence #TruePathPlanning #ProtectionPlanning
Retirement planning isn't one bucket.Most successful retirement income plans combine multiple income sources to create a more predictable paycheck.Your retirement income map may include:✔️ Social Security✔️ Retirement accounts✔️ Investments✔️ Pensions✔️ Other income sourcesUnderstanding how these pieces work together can help you retire with greater confidence.#RetirementIncome #FinancialPlanning #TruePathPlanning
Mid-year tip: Keep your important documents organized and secure. 🔒Consider creating a family document "vault" that includes:✔️ IDs and passports✔️ Insurance policies✔️ Beneficiary information✔️ Estate documents✔️ Emergency contacts✔️ Financial account informationA little organization today can save significant stress during an emergency.Read more:https://www.kiplinger.com/personal-finance/things-to-keep-in-a-home-safe#Preparedness #FinancialOrganization #TruePathPlanning
Summer brings big milestones—new jobs, new homes, new families. 🎉Whether you're celebrating a graduation, wedding, career move, or relocation, it's a great time to make sure your financial plan keeps pace with life's changes.Take a few minutes to review:✔️ Insurance coverage✔️ Beneficiary designations✔️ Emergency contacts✔️ Retirement contributionsBig milestones deserve thoughtful planning.#LifeMilestones #FinancialPlanning #TruePathPlanning
When was the last time you checked your numbers?A mid-year review can help answer some important questions:📈 Projected Retirement IncomeHow many sources will your retirement "paycheck" come from?💰 Savings Rate & Account GrowthAre you trending where you expected to be?📅 Retirement TimelineIs your target retirement year still realistic given today's numbers?A few small adjustments now can make a meaningful difference later.#RetirementPlanning #FinancialCheckup #TruePathPlanning
