News and Insights
Little eyes are always watching—especially when it comes to money. The way we manage and talk about money shapes our kids long before they earn their first dollar.
Try modeling these simple habits to help them build a healthy relationship with money:
⭐ Avoid speaking about money with stress or shame
⭐ Narrate your choices (“We’re saving for X, so we’re skipping Y today”)
⭐ Keep a visible savings routine
⭐ Use positive language around budgeting and planning
A balanced financial plan keeps long-term security in view while you prepare for near-term education costs. It doesn’t have to be “either/or”—it’s about prioritizing and sequencing. Contact us today if you'd like help mapping your goals and timeline.
See thrivent.com/social for important disclosures.
Working tax efficiency into your financial strategy
When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
The 2027 Thrivent Calendar is almost here. Pre‑order today and look forward to a year rooted in reflection and grace.
Featuring inspiring images and reflections centered on our theme, “God’s Handiwork,” it’s a meaningful way to bring faith, beauty, and intention into everyday life.
📦 Pre order by July 31
📬 Calendars ship in October
👉 Reserve yours today: https://bit.ly/41PtTIz
What is portfolio rebalancing? Tips to maintain your target investment mix
Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
“But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness.” - Galatians 5:22
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country.
May we never take for granted the cost of freedom and may we live in a way that honors those who gave everything.
Here's to one of the leaders of the Wellspring Advisor Group - wishing a happy birthday to founding advisor, Nick Rasmussen.
Wealth transfer strategies: How to leave assets to your loved ones
Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises.
Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers.
➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss.
See thrivent.com/social for important disclosures.
Today we celebrate every kind of mother and every kind of love that nurtures.
To the moms who are raising, guiding and showing up every single day.
To the mother figures - the grandmothers, aunts, mentors, friends and chosen family.
To those who carry the heart of a mother - who long to nurture and who love freely.
And to those for whom today is complicated -- facing infertility, loss, or quiet longing - your journey is seen and feelings are valid.
However you experience this day, may you feel honored, supported, and surrounded by compassion.
So far, 2026 has been full of uncertainty around oil and energy, inflation and AI. On April 14, Thrivent investment leaders gathered to unpack the headlines and talk about the potential impacts to consumers and markets. Hear their latest take on inflation, interest rates, tariffs, the energy sector and more: https://bit.ly/4sENZQK
Investment scams are now the costliest form of fraud in America. Criminals often build trust over weeks or months through social media, dating apps or even “wrong number” texts before pitching a fake investment platform that appears to show real returns.
👉 If someone you’ve met online brings up investing, end the conversation. If you’re unsure about an investment opportunity, reach out and Thrivent can help you assess the situation.
As a parent, you already know the values you want to instill in your kids. But figuring out how to teach them isn’t always easy, especially when it comes to money.
The good news? Raising money-smart kids doesn’t require a lesson plan—just simple, everyday moments. Small habits practiced together can build financial discipline that grows with them. 🙌
These five are a great place to start. ⬆️