News and Insights
This Thanksgiving, we’re especially grateful for our clients, partners, and community who make what we do so meaningful. 🧡
May your day be filled with joy, gratitude, and time spent with those you love.
From all of us at True Path Planning, happy Thanksgiving!
#Thanksgiving #Gratitude #Community #TruePathPlanning #Thrivent
See thrivent.com/social for additional disclosures
Learn more about Nick McNabb, Financial Advisor at True Path Planning!
💙 If Nick had a walk-up song: it would be … In Regards to Myself by Underoath
💙 If there was an award for Most Likely to Succeed, Nick would be our winner!
💙 His desired superpower would be … elasticity, but my actual superpower is being able to nap anywhere (just ask my family).
💙 Nick’s dream job would be owning a brewpub (although, I wouldn’t stop what I do with Thrivent)
💙 A talent most people don’t know he has? Nick plays guitar and brews beer.
Learn more about Nick and the rest of our team here: https://connect.thrivent.com/true-path-planning/about-us/our-team
Say hi to Nick in the comments! 👋
#TeamSpotlight #ThriventAdvisor #TruePathPlanning #FaithBasedFinance #SanAntonioCommunity
See thrivent.com/social for additional disclosures
At True Path Planning, our mission is simple — and deeply personal.
We’re here to empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generosity, and unique life goals.
From personalized financial advice to dedicated planning, investments, and insurance solutions — every plan we build is designed to help you live with confidence and purpose.
Because when your finances align with your values, you’re not just planning for the future — you’re discovering your life’s true path. 💙
#TruePathPlanning #FinancialConfidence #LiveGenerously #FaithBasedFinance #SanAntonioCommunity #Thrivent
See thrivent.com/social for additional disclosures
At True Path Planning, generosity isn’t just something we do — it’s part of who we are. ❤️
We’re honored to support Junior Achievement of South Texas (JAST) — a nonprofit committed to empowering hundreds of thousands of local students with lessons in financial literacy, work readiness, and entrepreneurship. jast.org+1
Through their network of community volunteers and immersive learning programs, JA helps young people own their future success. jast.org
We invite you to join us in making a difference:
• Volunteer your time to mentor or teach
• Donate to help JAST keep programs free and accessible
• Partner / Sponsor to extend their reach
Together, we can spark confidence, opportunity, and purpose in the next generation.
Learn more or get involved: jast.org
#GenerosityInOurHeart #TruePathPlanning #JAST #JuniorAchievement #EmpowerYouth #SanAntonioCommunity
See thrivent.com/social for additional disclosures
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
See thrivent.com/social for additional disclosures
At True Path Planning, our values guide everything we do — how we serve our clients, support our community, and live out our mission every day.
💙 Fealty — We honor the trust our clients place in us, staying loyal to their goals and values.
✨ Clarity — We believe financial advice should bring a sense of reassurance, not confusion.
💛 Generosity — We live to give — with our time, our resources, and our hearts.
🌱 Improvement — We continually learn, grow, and strive to be better for those we serve.
😊 Joy — We celebrate the journey, finding meaning and gratitude in every step forward.
These values are more than words — they are the true path we walk each day.
#TruePathPlanning #CoreValues #LiveGenerously #FaithBasedFinance #SanAntonioCommunity #Thrivent
See thrivent.com/social for additional disclosures
This week marks Hunger and Homelessness Awareness Week — a time to reflect on the needs of our neighbors and take action to make a difference.
At True Path Planning, we’re proud to support Communities Under the Bridge (CUB-SA), an organization dedicated to providing meals, resources, and compassion to those experiencing homelessness in the San Antonio area.
🤝 During this week of awareness, we invite you to:
✨ Volunteer your time
💛 Donate to local organizations
📣 Organize or spread awareness in your community
Together, we can be a light for others and strengthen the community we call home.
Learn more or get involved: www.cub-sa.org
#HungerAndHomelessnessAwarenessWeek #TruePathPlanning #CUBSA #SanAntonioCommunity #Thrivent #LiveGenerously
See thrivent.com/social for additional disclosures
Long-term care isn’t just about planning for yourself—it’s about protecting the people you love. 💙
Here are four key things to know about how LTC can fit into your financial plan:
✅ Adds protection to your retirement plan
✅ Eases the burden on your loved ones
✅ Helps cover unexpected expenses
✅ Ensures you choose who provides your care
Have questions about how LTC fits into your plan? We’re here to help.
#LongTermCare #RetirementPlanning #FinancialConfidence #TruePathPlanning
See thrivent.com/social for additional disclosures
Get to know Sarah Foy-Mireles, our Insurance Associate here at True Path Planning!
💙 If Sarah had a walk-up song: it would be “Break my Stride”
💙 She would definitely win our “Best Smile” award!
💙 Her desired superpower would be to make everyone happy.
💙 Sarah’s dream job would be a Senior Concierge.
💙 A talent most people don’t know she has? She is a painter, furniture maker and an organizer.
Learn more about Sarah and the rest of our team here: https://connect.thrivent.com/true-path-planning/about-us/our-team
Say hello to Sarah in the comments below! 👋
#TeamSpotlight #TruePathPlanning #ThriventAdvisor #FaithBasedFinance #SanAntonioCommunity #LiveGenerously
See thrivent.com/social for additional disclosures
At True Path Planning, our values guide everything we do — how we serve our clients, support our community, and live out our mission every day.
💙 Fealty — We honor the trust our clients place in us, staying loyal to their goals and values.
✨ Clarity — We believe financial advice should bring a sense of reassurance, not confusion.
💛 Generosity — We live to give — with our time, our resources, and our hearts.
🌱 Improvement — We continually learn, grow, and strive to be better for those we serve.
😊 Joy — We celebrate the journey, finding meaning and gratitude in every step forward.
These values are more than words — they are the true path we walk each day.
#TruePathPlanning #CoreValues #LiveGenerously #FaithBasedFinance #SanAntonioCommunity #Thrivent
See thrivent.com/social for additional disclosures
Long-term care isn’t just about planning for yourself—it’s about protecting the people you love. 💙
Here are four key things to know about how LTC can fit into your financial plan:
✅ Adds protection to your retirement plan
✅ Eases the burden on your loved ones
✅ Helps cover unexpected expenses
✅ Ensures you choose who provides your care
Have questions about how LTC fits into your plan? We’re here to help.
#LongTermCare #RetirementPlanning #FinancialConfidence #TruePathPlanning
See thrivent.com/social for additional disclosures
Learn more about Nick McNabb, Financial Advisor at True Path Planning!
💙 If Nick had a walk-up song: it would be … In Regards to Myself by Underoath
💙 If there was an award for Most Likely to Succeed, Nick would be our winner!
💙 His desired superpower would be … elasticity, but my actual superpower is being able to nap anywhere (just ask my family).
💙 Nick’s dream job would be owning a brewpub (although, I wouldn’t stop what I do with Thrivent)
💙 A talent most people don’t know he has? Nick plays guitar and brews beer.
Learn more about Nick and the rest of our team here: https://connect.thrivent.com/true-path-planning/about-us/our-team
Say hi to Nick in the comments! 👋
#TeamSpotlight #ThriventAdvisor #TruePathPlanning #FaithBasedFinance #SanAntonioCommunity
See thrivent.com/social for additional disclosures
At True Path Planning, our mission is simple — and deeply personal.
We’re here to empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generosity, and unique life goals.
From personalized financial advice to dedicated planning, investments, and insurance solutions — every plan we build is designed to help you live with confidence and purpose.
Because when your finances align with your values, you’re not just planning for the future — you’re discovering your life’s true path. 💙
#TruePathPlanning #FinancialConfidence #LiveGenerously #FaithBasedFinance #SanAntonioCommunity #Thrivent
See thrivent.com/social for additional disclosures
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
See thrivent.com/social for additional disclosures
Proper preparation can help minimize your liabilities and maximize your savings. Let's work together to uncover potential.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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. #investors #investments #equity #equitymarket #mutualfunds #wealth #investmentcommunity
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
For disclosure information, see thrivent.com/social.
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!
https://bit.ly/3QBN03j
#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.
It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. https://www.thrivent.com/about-us/membership/thrivent-action-teams
See thrivent.com/social for important disclosures.
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.
https://bit.ly/3QBN03j
#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.