Insights

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🍂 Turn the season of gratitude into a season of giving.This fall, put #GenerosityInAction by leading a #ThriventActionTeam in your community. Whether you’re lending a hand, supporting a local cause or bringing people together, a small idea can make a meaningful difference.Explore project ideas, helpful tools and inspiration through the Thrivent Action Teams Hub: https://bit.ly/42ms9o4For disclosure information, see Thrivent.com/social.
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As kids head back to school, September can be a great time to think about more than just the year ahead—it can also be an opportunity to revisit how you’re planning for their future.From Trump Accounts to 529 plans and Roth IRAs, explore the savings options available for your child’s future and what to consider when deciding which approach may be right for your family. https://bit.ly/4cJXFobFor disclosure information, see Thrivent.com/social. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing.#BackToSchool #FinancialPlanning #FuturePlanning #CollegeSavings #FinancialEducation
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❤️ Life Insurance Awareness MonthWhat matters most deserves a plan.Life insurance can be an important part of protecting the people and priorities that matter most. Take a moment this month to review your coverage and consider how it can support your family’s future and financial goals.Ready to revisit your coverage? Contact our office—we’d be happy to help you get started.For disclosure information, see Thrivent.com/social.#LIAM26
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Happy First Day of Fall! 🍂A new season brings new opportunities and fresh beginnings. As we embrace the change of season, it’s a wonderful time to reflect on where we’ve been, appreciate how far we’ve come, and look ahead to what’s next.Wishing you a beautiful fall filled with gratitude, growth, and moments that matter. 🍁
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September is Life Insurance Awareness Month—a timely reminder to revisit your coverage and consider how you’re preparing for the future of those who matter most.Explore life insurance options and what to consider when choosing coverage that may be right for you. https://bit.ly/47076MNFor disclosure information, see Thrivent.com/social.#LifeInsurance #FinancialSecurity #FamilyFirst #FinancialPlanning
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🎉 Celebrating Annika Anderson, Director of Operations, on Their Special Day! 🎂Today we're celebrating you and the many ways you help keep Unity Wealth Advisor Group running smoothly. Your dedication, organization, and commitment to supporting both clients and teammates are truly appreciated.Thank you for everything you do behind the scenes to make a positive difference each day. Wishing you a wonderful birthday filled with joy, relaxation, and everything you enjoy most. Happy Birthday! 💛
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"Plan today. Protect tomorrow. Pursue your goals."#ThinkAheadThursday
September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
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✨ More Than Financial Planning: A Partnership for What’s AheadAt Unity Wealth Advisor Group, we’re committed to helping clients navigate their financial journey with clarity, purpose, and a strategy built around what matters most.As part of a Fortune 500 company that believes in the power of generosity, we look beyond building wealth to help clients pursue the life they want and the impact they want to make.For disclosure information, see Thrivent.com/social.#MeetTheTeam #FinancialPlanning #WhereMoneyMeansMore
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🏡 Life Insurance Awareness MonthA little planning today can make a meaningful difference tomorrow.Planning for the unexpected is an important part of financial preparedness. Use Life Insurance Awareness Month as a reminder to review your life insurance strategy and consider how it fits into your overall financial picture.Have questions about your coverage? Contact our office to start the conversation.For disclosure information, see Thrivent.com/social.#LIAM26
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Today, we remember those we lost, honor the heroes who served, and reflect on the courage, compassion, and strength that brought our nation together.We will never forget.
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❤️ Life Insurance Awareness MonthDid you know? Life insurance can play an important role in a strong financial plan, helping protect the people and goals that matter most.This month is a great opportunity to take a closer look at your coverage and consider how it aligns with your priorities.For disclosure information, see Thrivent.com/social.#LIAM26
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Happy Labor Day! Today, we celebrate the hard work and dedication of workers everywhere. The work we do today helps build stronger families, businesses, and communities—and a stronger tomorrow.Take a moment to appreciate how far you’ve come, celebrate your accomplishments, and enjoy the holiday with those who matter most!
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🥫 National Food Bank DayToday, we’re recognizing the food banks, volunteers, and community members who work together to help nourish families and neighbors in need.Even a small act of kindness can make a meaningful difference. ❤️How are you giving back to your community? Share your favorite way to make a difference below! 👇
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Think long-term. Plan intentionally. Live generously.#ThursdayThoughts
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💙 Small Acts. Lasting Impact.Generosity can take many forms—from volunteering and supporting meaningful causes to helping communities recover and partnering with organizations like Habitat for Humanity.At Thrivent, every helping hand and hour volunteered can help build stronger, more connected communities.Together, let’s lead with compassion, take action, and make a difference—one generous act at a time. ✨For disclosure information, see Thrivent.com/social.#GenerosityInAction #Thrivent #LiveGenerously #CommunityImpact
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🛡️ Life Insurance Awareness MonthSeptember is a meaningful reminder that planning ahead can help protect the people and future that matter most. Take some time this month to review your coverage and consider how it can support the life you’re building and the people you care about.For disclosure information, see Thrivent.com/social.#LIAM26
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💙 Generosity has the power to change lives—starting with yours.No matter how you choose to give back, Thrivent makes it easy to make a meaningful impact. Whether you're organizing a volunteer project, supporting a cause you're passionate about, serving from home, responding to communities affected by disasters, or partnering with organizations like Habitat for Humanity, every act of kindness helps build stronger communities.Together, we can turn compassion into action and make a difference where it's needed most. Explore the many ways to get involved and discover how you can put your generosity into action. ✨For disclosure information, see Thrivent.com/social.#GenerosityInAction #Thrivent #LiveGenerously #CommunityImpact
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Have you created a will—or reviewed it recently?August is Make-A-Will Month, making it a great reminder to ensure your wishes reflect your life today.Creating a will isn't just about your assets—it's about helping provide clarity for the people you care about most.If your family, finances, or goals have changed over the years, it may be time to revisit your estate plan. A little planning today can make a meaningful difference for your loved ones tomorrow.For disclosure information, see Thrivent.com/social.#MakeAWillMonth #EstatePlanning #LegacyPlanning #FinancialPlanning
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Retirement is a new beginning—not just an ending.The transition into retirement brings exciting opportunities and important decisions. From creating an income strategy to planning for healthcare, Social Security, and the lifestyle you hope to enjoy, thoughtful preparation can help you feel ready for what’s ahead.Contact our office today to discuss your retirement goals and explore a strategy designed around the future you’re working toward.For disclosure information, see Thrivent.com/social.#RetirementPlanning #FinancialPlanning #RetirementReady #PlanWithPurpose