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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 See thrivent.com/social for disclosures

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 See thrivent.com/social for disclosures

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 See thrivent.com/social for disclosures

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 See thrivent.com/social for disclosures

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 See thrivent.com/social for disclosures

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 See thrivent.com/social for disclosures

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 See thrivent.com/social for disclosures

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 See thrivent.com/social for disclosures

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

Resolutions focus on outcomes. Intentions focus on mindset. When you set financial intentions, you give yourself flexibility, grace, and direction—making it easier to stay motivated long-term. What intention will guide your finances this year? #TruePathPlanning #FinancialIntentions #MindsetMatters #PurposeDrivenPlanning #NewYearMindset See thrivent.com/social for disclosures

❤️ Planning for tomorrow starts today. From estate planning to thoughtful wealth management, we help ensure your loved ones are taken care of when you’re no longer around. Let’s create a plan that brings a sense of reassurance for you and your family. https://connect.thrivent.com/true-path-planning#contact-form #LegacyPlanning #FamilyFirst #FinancialSecurity #TruePathPlanning #SanAntonioFinance See thrivent.com/social for important disclosures

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