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News and Insights

🤝 Honoring National Philanthropy Day We’re celebrating those who give back and make a lasting difference in the lives of others. Thank you for inspiring kindness and strengthening our communities. #UWAGThrivent #NationalPhilanthropyDay #LiveGenerously

❤️ World Kindness Day Even the smallest act of kindness can have a lasting impact. Take a moment today to spread positivity and make someone’s day a little brighter! ✨ #WorldKindnessDay #ChooseKindness #SpreadJoy

🇺🇸 Honoring Our Veterans Unity Wealth Advisor Group extends heartfelt thanks to all who have served. Today, we proudly recognize and honor the brave men and women whose dedication and sacrifice protect our freedom.

I'm a Financial Planner: This Is Why Commitment, Not Perfection, Drives Financial Success

Staying committed to your financial plan matters more than chasing perfection. Market ups and downs will happen—but consistency is what drives long-term success. For disclosure information, see Thrivent.com/social.

October is Extended Care Planning Month — a time to think ahead about your future care needs. Having a plan in place before care is needed helps protect your savings and ease the emotional and financial burden on loved ones. 💙 #UWAGThrivent #ExtendedCarePlanningMonth #FinancialWellness For disclosure information, see Thrivent.com/social.

🍩 Happy National Donut Day! Join Unity Wealth Advisor Group in celebrating with your favorite donut, Danish, or sweet treat! Be sure to check out today’s special offerings at local bakeries — you might even score a free treat at participating donut shops nationwide.

2026 Social Security COLA increase: What future retirees should know

You may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.

⏰ Last Chance to Register! Don’t miss your free opportunity to hear Dr. Wade Pfau at Navigating Decisions for Retirement Success on Nov. 4–5. Plan ahead, make smarter retirement choices, and gain confidence in your future! 👉 Register now: https://bit.ly/4hvXL3S No products sold. Speaker not affiliated with Thrivent. Views are their own. See thrivent.com/social for disclosures.

Trick or treat! 🎃 Happy Halloween from Unity Wealth Advisor Group! Wishing you a day full of treats, fun, and spooky delights! 👻 #HappyHalloween #UWAGThrivent

There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

Integrity, Generosity and Wealth: A Faith-Based Approach to Business

At Thrivent, we consider it our greatest privilege to act with principle, serve with humility, give generously, and steward wealth wisely. Connect with Unity Wealth Advisor Group today to explore how a values-driven approach can guide your financial decisions and help you build a future aligned with your goals. For disclosure information, see Thrivent.com/social. #UWAGThrivent #Faith #Generosity

October 25 encourages #MakeADifferenceDay 🌟 Today, millions come together to create positive change! How will you make an impact in your community or support a cause close to your heart? #LiveGenerously #BeTheChange

"Money is but one venue for generosity. Kindness is an even more valuable currency." #FinancialFriday

A 10-Year Retirement Planning Checklist

With 10 years to go, every decision counts when it comes to planning for your retirement. Karen Birr, manager of advice services of Thrivent, reminds us that strategies like “catch-up” contributions can help boost your savings and approach retirement with confidence and clarity. Begin building your ideal retirement today—connect with our office to craft a customized roadmap for your future. For disclosure information, see Thrivent.com/social. #UWAGThrivent #RetirementPlanning #GoldenYears

How Can Your Small Business Save Under the New Tax Law?

📘 Recent tax legislation brings important updates for business owners. This guide breaks down the most impactful provisions — from permanent deductions and enhanced credits to expanded eligibility — and offers insights to help you optimize your tax strategy. Let Unity Wealth Advisor Group help you make the most of these new opportunities. Read more here 👉 https://bit.ly/42um1Nv For disclosure information, see Thrivent.com/social. #UWAGThrivent #SmallBusiness #TaxPlanning #FinancialStrategy

FAFSA Advice for 2025

🎓 The new federal financial aid application opened on October 1—and getting a head start could mean more opportunities for aid. Learn why applying early matters. For disclosure information, see Thrivent.com/social.

Protect Your Family's Future: Avoid These 12 Common Estate Planning Mistakes

Mistake #1: Procrastination ⏳ Putting off your estate planning can create unnecessary stress and uncertainty for your loved ones. Start today to protect your family’s future and ensure your wishes are honored. For disclosure information, see Thrivent.com/social. #UWAGThrivent #FinancialSecurity #EstatePlanning

🍂 Fall is a season of reflection and gratitude—the perfect time to lead a Thrivent Action Team. Get inspired, celebrate generosity and share your impact on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 #ThriventActionTeam #Generosity #LiveGenerously

Today, we celebrate exploration while reflecting on the rich and diverse histories that shape our world. Happy #ColumbusDay! 🌎✨

October 12 marks #NationalSavingsDay! 💰 Empower yourself with simple strategies to save smarter, plan ahead, and build confidence in your financial future. No matter your financial goals, Unity Wealth Advisor Group is here to help you create a personalized savings strategy for a brighter tomorrow. See Thrivent.com/social for important disclosures. #UWAGThrivent #SmartSaving #FinancialWellness