Insights
Retirement doesn't look the same for everyone.Maybe yours includes: ✈️ Traveling 👨👩👧 More time with family 🌎 Giving back 🎨 Pursuing a passion 🏡 Staying close to home 😊 Simply having more freedom with your timeWhatever your retirement goals look like, True Path Planning is here to help you work toward them.What's one thing you're looking forward to most about retirement?See thrivent.com/social for disclosures.#RetirementGoals #RetirementPlanning #TruePathPlanning #FinancialConfidence #FutureFocused
QCD or RMD?If you're navigating Required Minimum Distributions, you may be wondering what options make sense for your situation.Your financial goals, charitable giving plans and overall retirement strategy can all play a role in determining what may be appropriate.Rather than trying to figure it out alone, let's connect and review your goals together.Because the right strategy starts with understanding your situation, values & goals.See thrivent.com/social for disclosures.#RetirementPlanning #RMD #QCD #TruePathPlanning #FinancialPlanning
Ask the Advisor: What’s one ‘quiet’ risk people forget to plan for?What if one of the biggest risks to your financial plan is something you haven't thought about yet?Thrivent asked advisors: What's one quiet risk people forget to plan for?The answers offer some valuable food for thought—and a great reminder that financial planning is about more than investments and retirement accounts.Check it out: https://www.thrivent.com/insights/magazine/fall-2026/ask-the-advisor-whats-one-quiet-risk-people-forget-to-plan-for What financial risk do you think people overlook most often?See thrivent.com/social for disclosures.#FinancialPlanning #RiskManagement #FinancialConfidence #TruePathPlanning #Thrivent
6 year-end financial tasksThe end of the year will be here before we know it! ⏰Instead of waiting until December to think about your finances, why not get a jump on a few year-end tasks?This is a great time to review things like: ✔️ Retirement contributions ✔️ Charitable giving ✔️ Tax planning opportunities ✔️ Beneficiary designations ✔️ Your financial goals for the year aheadWant a helpful starting point? Check out this article from Thrivent: https://www.thrivent.com/insights/magazine/fall-2025/6-year-end-financial-tasks A little planning now can help you head into the new year feeling prepared.See thrivent.com/social for disclosures.#YearEndPlanning #FinancialPlanning #TruePathPlanning #FinancialConfidence #SanAntonio
🌿 Financial Planning Isn't About Having Every Answer. Life rarely goes exactly according to plan. That’s why having a financial plan can provide a helpful sense of direction when things change. Your plan should reflect where you are today, where you hope to go, and what matters most along the way. And if something changes? You can revisit it. Sometimes financial wellness simply means knowing there’s a plan—and knowing you don't have to figure it all out alone. 💛 #TruePathPlanning #FinancialWellness #FinancialPlanning #PlanningAhead #FinancialConfidence See thrivent.com/social for important disclosures
❤️ Happy Family Day! Family doesn't always look the same for everyone—and that's part of what makes it so special. Today is a great excuse to put the phones down, gather around the table, share a meal, play a game, or simply spend a little extra time together. And while you're together, maybe ask a simple question: “What matters most to our family?” Those conversations can be the beginning of some pretty meaningful planning. How are you celebrating Family Day? 👇 #TruePathPlanning #FamilyDay #FamilyFirst #MeaningfulMoments #PlanningWithPurpose See thrivent.com/social for important disclosures
🍂 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