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News and Insights

Your guide to college savings plan options: From 529s to Coverdells

Every 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-available If 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 & cons

Generosity 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-qcd See thrivent.com/social for disclosures.

Back-to-school budget: How much to save & tips for parents

The 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 savings Looking 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-parents See thrivent.com/social for disclosures.

Back to Basics: Exploring Your Charitable Fund Options

Have 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 #TruePathPlanning See thrivent.com/social for disclosures

Membership

Did 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 #TruePathPlanning See 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 build A 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 sources Understanding 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 information A 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 contributions Big 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 Income How many sources will your retirement "paycheck" come from? 💰 Savings Rate & Account Growth Are you trending where you expected to be? 📅 Retirement Timeline Is your target retirement year still realistic given today's numbers? A few small adjustments now can make a meaningful difference later. #RetirementPlanning #FinancialCheckup #TruePathPlanning

Your mortgage doesn't stop if your paycheck does. For many families, their ability to earn an income is their greatest financial asset. Disability income insurance can help provide financial support if an illness or injury prevents you from working. Think of it as protection for: 🏡 Your home 💡 Your monthly bills 👨‍👩‍👧‍👦 Your family's lifestyle 🎯 Your long-term goals Want a quick readiness checklist? Let's talk. 📅 Schedule here: https://connect.thrivent.com/true-path-planning#contact-form #DisabilityInsurance #Homeownership #FinancialProtection #TruePathPlanning See thrivent.com/social for important disclosure information.

A little kindness can make a big difference. 💙 On World Caring Day, we're reminded that caring for others is one of the most meaningful investments we can make. Whether it's volunteering, checking in on a neighbor, supporting a local nonprofit, or simply offering encouragement, every act of care helps strengthen our community. How will you show kindness today? #WorldCaringDay #LiveGenerously #TruePathPlanning #CommunityMatters

Put down the screens and head outside! 🌳☀️ Today is National Play Outside Day, a reminder that some of life's best moments happen beyond four walls. Whether it's a family walk, backyard game, bike ride, or trip to a local park, spending time outdoors is a great way to recharge and reconnect. How are you getting outside today? #PlayOutsideDay #FamilyTime #TruePathPlanning #SanAntonioLife

When people think about long-term care, many picture nursing homes. The reality? Most long-term care begins at home. Your retirement income plan should prepare for more than retirement expenses—it should also consider potential health care needs and how those costs could impact your family and finances. Planning ahead can help provide: ✔️ More choices ✔️ Greater flexibility ✔️ Less stress on loved ones Want a quick readiness checklist? We'd be happy to help. 📅 Connect with us: https://connect.thrivent.com/true-path-planning#contact-form #LongTermCare #RetirementPlanning #FinancialConfidence #TruePathPlanning

Home is more than a place—it's a plan. 🏡 Whether you're thinking about buying your first home, upgrading to fit your family's needs, or preparing to sell, a strong financial foundation can help you move forward with confidence. As you think about homeownership, don't forget the protections that help support your goals: ✔️ Disability income insurance ✔️ Long-term care planning ✔️ Life insurance ✔️ Emergency savings The right plan can help protect both your home and the people who live in it. Want a quick readiness checklist? We'd love to help. 📅 Schedule a conversation: https://connect.thrivent.com/true-path-planning#contact-form #NationalHomeownershipMonth #TruePathPlanning #FinancialPlanning #Homeownership #SanAntonio See thrivent.com/social for important disclosure information.

Retirement income may come from multiple places, such as investments, pensions, or other resources. Understanding how these pieces fit together helps create a clearer financial picture. #IncomePlanning #RetirementFramework #FinancialClarity #PlanningPurposefully See thrivent.com/social for disclosures.

Knowing how Social Security works—and when benefits may be available—is an important part of retirement education. Informed decisions start with understanding the basics. #SocialSecurityBasics #RetirementEducation #InformedPlanning #FinancialKnowledge See thrivent.com/social for disclosures.

As retirement gets closer, understanding timelines, options, and next steps becomes increasingly important. Preparation and clarity can help support confident decision making. #PreRetirementPlanning #NextChapter #FinancialPreparation #RetirementGoals See thrivent.com/social for disclosures.

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 See thrivent.com/social for disclosures.