News and Insights

Home
Resources
News and Insights

Home
...
News and Insights

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

October 10 observes #WorldMentalHealthDay 💚 Today is a reminder to prioritize your well-being. Take a moment to check in with yourself and your loved ones—mental health matters every day. #SelfCare #MentalHealthAwareness

4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

Your Money This Week: What Just Happened and What to Do Next

From a government shutdown to adjustments in Social Security payments, here’s the latest financial news that could affect your wallet—and tips to help you prepare for the week ahead. For disclosure information, see Thrivent.com/social.

FAFSA Updates for 2026-27 Application: What Families Should Expect This October

The 2026–27 FAFSA is officially open! 🎓 ✨ New this year: • Streamlined account setup and application start • Updates from the “One Big, Beautiful Bill” changing how some families report income Get started today! Reach out to our office with any questions or for guidance in planning your loved one’s future education. For disclosure information, see Thrivent.com/social. #FAFSA #FinancialAid #CollegePlanning

Mark your calendar for a livestream of Thrivent’s Market & Economic Update on Tuesday, October 14 at 9:30 p.m. PT. Hear from Thrivent’s investment leaders as they share insights on the health of today’s economy, the impact of global geopolitical events, inflation, and interest rates—and what it all means for your investments. The more you know, the better you can plan for what’s next. Don’t miss this opportunity to stay informed. Reserve your seat today 👉 https://bit.ly/46ru547 No products will be sold. See Thrivent.com/social for important disclosures.

☕ Happy National Coffee Day! Whether it’s your morning pick-me-up, an afternoon boost, or an opportunity to connect with a friend, coffee has a way of bringing people together. Today’s the perfect day to treat yourself—and maybe even support your favorite local coffee shop while you’re at it. Are you a latte lover, espresso enthusiast, or classic black? Share your favorite! 👇

💡 Did You Know? Life insurance can offer more than just protection—it can also serve as a valuable financial tool. Certain policies include a cash value component that grows over time. This value can be accessed or borrowed against during your lifetime, giving you both long-term security and added financial flexibility. For disclosure information, see Thrivent.com/social. #LIAM25 #UWAGThrivent

Estate Preservation for the Next Generation 📅 Tuesday, September 23rd 🕛 12:00 p.m. CT There's still space available on our free “Estate Preservation for the Next Generation” webinar on Tuesday, September 23rd at 12:00 p.m. CT. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. 👉 Register Today: https://bit.ly/41CdOqg No products will be sold. See thrivent.com/social for additional disclosures.

🍂 Happy Fall! This season reminds us to reflect on what matters most—family, friends, and the communities we serve. May your autumn be filled with gratitude, connection, and generosity.

“An investment in knowledge pays the best interest.” #FinancialFriday