News and Insights
Today is National Lucky Penny Day! Sometimes it’s the little details that make the biggest difference. Regular check ins and small updates can help keep your financial plans on track.
#FinancialCheckIn #DetailsMatter #SmartPlanning #StayOrganized
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Your 40s are often a checkpoint—balancing current priorities while keeping retirement goals in focus. Reviewing progress and adjusting where needed can help keep plans aligned.
#MidCareerPlanning #RetirementCheckIn #FinancialWellness #StayOnTrack
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Awareness is one of the strongest defenses against fraud. Understanding common scam tactics and having trusted contacts in place can help protect financial well being.
#FraudAwareness #FinancialSafety #StayInformed #TrustedPlanning
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Early career decisions create long term momentum. Building consistent habits and understanding benefits can help set the foundation for future retirement readiness.
#RetirementReadiness #EarlyPlanning #FinancialFoundations #PlanAhead
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Today we recognize military spouses for their strength, flexibility, and support. Your dedication behind the scenes makes a lasting impact. Thank you.
#MilitarySpouses #Gratitude #CommunitySupport #Appreciation
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Help students become money smart, career ready, and entrepreneurially minded. 💡 A gift of $35 helps one student begin their financial literacy journey—and thanks to Thrivent Communities, every $2 donated is matched with $1 (up to $500). All donations support Junior Achievement of South Texas.
Donate here: https://thrivent.cotribute.co/events/1282470/detail
#FinancialLiteracy #StudentSuccess #CommunityImpact #Thrivent
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Small business owners wear many hats, and sound financial planning helps support what you’re building today and planning for tomorrow. Grateful to work alongside those who drive our communities forward.
#SmallBusinessOwners #BusinessPlanning #CommunityConnections #PlanningAhead
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In honor of National Life Insurance Day, we want to take a moment to highlight how Life insurance can play an important role in protecting the people and causes that matter most. Periodic reviews help ensure your plans still align with your goals.
#ProtectionPlanning #LegacyPlanning #LifePlanning #FinancialCare
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Did you know that May 1st is National Investing Day? Long term investing is about patience, perspective, and staying focused through every stage of life. A thoughtful approach today can support confidence tomorrow.
#InvestWithPurpose #LongTermPlanning #FinancialConfidence #SmartStrategies
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Can you give a QCD to your church to satisfy your RMD?
For those taking Required Minimum Distributions, a Qualified Charitable Distribution (QCD) may allow you to give directly to a church or charitable organization. This approach can help support causes you care about while potentially satisfying your RMD requirement. Learn more here: https://www.thrivent.com/insights/church-finances/can-you-give-a-qcd-to-your-church-to-satisfy-your-rmd #Generosity #TruePathPlanning #FaithAndFinance See thrivent.com/social for disclosures
8 ways to spring clean your finances
Spring cleaning isn’t just for closets — it’s also a great time to refresh your finances. Consider taking a few minutes to: ✔️ Review your budget ✔️ Revisit financial goals ✔️ Organize financial documents ✔️ Check in on savings progress A little financial housekeeping can help keep you moving toward your goals. Read more tips here: https://www.thrivent.com/insights/budgeting-saving/8-ways-to-spring-clean-your-finances #SpringCleaning #FinancialWellness #TruePathPlanning #MoneyGoals See thrivent.com/social for disclosures
Have you ever wondered how a qualified charitable distribution works?
A Qualified Charitable Distribution (QCD) allows individuals age 70½ or older to donate directly from their IRA to a qualified charity. This strategy may help support causes you care about while also providing potential tax benefits.
Learn more in this helpful article:
https://www.thrivent.com/insights/retirement-planning/what-is-a-qualified-charitable-distribution-qcd
#Generosity #TruePathPlanning #FinancialPlanning #QCD
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If you’re taking Required Minimum Distributions (RMDs) in retirement, you may have options for how to use those funds.
Some retirees choose to:
✔️ Reinvest the funds
✔️ Support charitable causes
✔️ Help family members
✔️ Cover living expenses
Learn about six ways RMDs may fit into your retirement strategy here:
https://www.thrivent.com/insights/retirement-planning/6-ways-to-use-required-minimum-distributions-in-retirement
#RetirementPlanning #RMD #TruePathPlanning
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Join us in celebrating Sarah Foy-Mireles and her work anniversary this month! 🎉
As our Insurance Associate, Sarah is often the first friendly voice clients hear on the phone and the welcoming face they see when they walk through our doors. She helps keep our office running smoothly, supports our community involvement efforts, and assists clients with their insurance needs—all with care, dedication, and a smile.
As Nick McNabb shared:
True Path Planning definitely wouldn’t be what it is without her.
Sarah, thank you for everything you do for our team and our clients. We’re grateful to have you as part of the True Path Planning family! 💙
Help us celebrate Sarah in the comments! 👏
#TeamTruePath #WorkAnniversary #TeamAppreciation #TruePathPlanning #SanAntonioCommunity
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What a strike for youth education and future preparedness! 🎳
On March 26, the True Path Planning team joined fellow supporters at the Junior Achievement of South Texas Bowl-A-Thon for a day full of fun, teamwork, and fundraising.
Events like this help JA provide financial literacy, entrepreneurship, and career readiness programs to students across South Texas. We’re proud to support their mission and grateful to everyone who helped make the event a success.
Here’s to making a difference one frame at a time!
#TruePathPlanning #JAST #JuniorAchievement #SanAntonioCommunity #FinancialEducation
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Whether you’re just starting or starting over, positive financial habits can be built at any stage of life. Small changes today can create big impact tomorrow.
#TruePathPlanning #MoneyHabits #FinancialGrowth #ItsNotTooLate #SmartMoneyMoves
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Success often comes from consistency, accountability, and support.
Challenges? Busy schedules, lack of clarity, or trying to do it alone.
Awareness is the first step toward lasting change.
#TruePathPlanning #HabitBuilding #FinancialSuccess #MoneyMindset #PersonalGrowth
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A written financial plan turns ideas into action. It gives clarity, direction, and a sense of reassurance—helping you stay focused even when life changes. If it matters to you, it deserves a plan on paper! Let’s get started today: https://connect.thrivent.com/true-path-planning#contact-form
#TruePathPlanning #WrittenPlan #FinancialClarity #PlanningAhead #FinancialConfidence
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Goals are what you want to achieve.
Values are why those goals matter.
When your financial plan reflects your values, it becomes more meaningful—and easier to stick with. Let us help you shape a financial plan with your goals in mind: https://connect.thrivent.com/true-path-planning#contact-form
#TruePathPlanning #FinancialValues #MoneyWithPurpose #FinancialGoals #ValuesBasedPlanning
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There are 7 money personality types, says psychology expert. Which one are you?
Are you the Compulsive Saver, the Worrier or the Gambler? Understanding your financial personality can help you make decisions that feel more natural—and sustainable. Knowing how you relate to money is a powerful step toward better planning. Read more here: https://www.cnbc.com/2021/04/28/7-money-personality-types-and-the-pitfalls-of-each.html?msockid=39a8b277365861d73391a6bb37876003 #TruePathPlanning #FinancialPersonality #MoneyMindset #FinancialAwareness #PlanningConfidence See thrivent.com/social for disclosures