News and Insights
November is Long-Term Care Awareness Month — a time to bring attention to a subject many avoid but one that affects so many.
Here’s what is important to know:
• About 70% of adults over age 65 will require some form of long-term care services in their lifetime.
• Long-term care is not only for nursing homes — it covers a range of services like in-home care, assisted living, and help with daily tasks like bathing, dressing, and medication management.
• Without planning, the financial, emotional, and logistical burden often falls on loved ones.
At True Path Planning, we believe in preparing ahead. If long-term care is a concern for you or someone you love, let’s talk about strategies:
✔️ How long-term care insurance can help protect your assets
✔️ What types of care and settings might suit your needs
✔️ How to build a plan that aligns with your values and goals
You don’t have to navigate this alone. We’re here to help you face it with clarity, generosity, and confidence.
#LongTermCareAwarenessMonth #TruePathPlanning #ThoughtfulPlanning #LiveWithConfidence #FaithBasedFinance
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Proper preparation can help minimize your liabilities and maximize your savings. Let's work together to uncover potential.
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Your investments should reflect your values, risk tolerance, and goals. We can help build a strategy that works for you—now and in the future.
#FaithBasedInvesting #PurposeDrivenPlanning #InvestmentStrategy #FIC #ThriventAdvisor
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We’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs)
Don’t wait — October is a smart time to get ahead of the rush.
#RMDReminder #RetirementPlanning #TaxSmartRetirement
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
💬 Ready to explore your options? Now's the time!
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#RothConversion #TaxStrategy #FinancialPlanning #IRAConversion
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines.
📞 Ready to talk through it? We're here to help.
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#YearEndPlanning #TaxStrategies #SmartMoneyMoves
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day.
Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year.
✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving
Start early. Stress less. Finish strong.
#FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy.
#InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63.
🎯 Pro tip: Try to at least meet your employer’s match.
📆 Remember: Contributions must be deducted from your paycheck by Dec. 31.
Let’s talk strategy — and make every dollar count.
#RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The market shifts, and so does life. A year-end portfolio review ensures your investments still align with your goals.
🎯 Bonus: A little prep now = less stress in April.
Let’s tidy up your finances and start 2026 with clarity.
#PortfolioReview #FinancialGoals #YearEndPlanning #TaxPrep #MoneyMindset #InvestSmart
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Time to connect with an experienced professional.
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Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity.
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Bring your kids or grandkids into the conversation. Let them help choose causes, visit nonprofits, or even donate part of their allowance.
Legacy isn’t just what you leave behind—it’s what you live out.
#LegacyOfLove #GenerosityInAction #FaithAndFinance #NextGenGivers
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💬 Want your finances to reflect what matters most? Let’s talk.
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#FaithInFinance #ThriventAdvisors #KingdomMindedMoney
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Because your financial strategy should grow with you.
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For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #PersonalizedPlanning #FinancialClarity #FlexibleFinance #YourPlanYourLife
Connect with our team to learn about your options.
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For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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Planning ahead can preserve dignity and reduce stress. 💙
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.