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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Share a smile today 😊 On National Smile Day, it’s often the smallest acts of kindness that make the biggest difference. Brighten someone’s day—your smile might be exactly what they need. #NationalSmileDay #SpreadKindness

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Share a smile today 😊 On National Smile Day, it’s often the smallest acts of kindness that make the biggest difference. Brighten someone’s day—your smile might be exactly what they need. #NationalSmileDay #SpreadKindness

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🎓📚 Happy College Savings Day! Planning for your child’s education today helps create meaningful opportunities for tomorrow. Whether you’re just starting or already saving, every dollar contributes to a stronger financial future. Take time today to review your strategy, explore your options, and stay focused on your long-term goals. Investing in education is investing in their dreams. Start today. Build for tomorrow. 💡 For disclosure information, see Thrivent.com/social. #CollegeSavingsDay #EducationPlanning #FinancialWellness #FutureFocused

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🎓📚 Happy College Savings Day! Planning for your child’s education today helps create meaningful opportunities for tomorrow. Whether you’re just starting or already saving, every dollar contributes to a stronger financial future. Take time today to review your strategy, explore your options, and stay focused on your long-term goals. Investing in education is investing in their dreams. Start today. Build for tomorrow. 💡 For disclosure information, see Thrivent.com/social. #CollegeSavingsDay #EducationPlanning #FinancialWellness #FutureFocused

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529 Plans: Everything You Need to Know

🎓 A 529 plan can do more than you think—supporting college savings, estate planning, and even retirement strategies. Are you making the most of yours? 👉 Learn more and see how it could fit into your financial strategy. For disclosure information, see Thrivent.com/social.

When saving money for education, 529 plans offer convenience and potential tax benefits. But there are many rules you’ll need to know (and follow).

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As we close out Disability Insurance Awareness Month, it’s a great time to revisit an important question: If your paycheck stopped tomorrow, would you be prepared? Let’s make sure your plan reflects your life and goals. 📞 Reach out today at 330-668-4720 to schedule a conversation with professionals of Western Reserve Financial Associates. For disclosure information, see Thrivent.com/social.

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As we close out Disability Insurance Awareness Month, it’s a great time to revisit an important question: If your paycheck stopped tomorrow, would you be prepared? Let’s make sure your plan reflects your life and goals. 📞 Reach out today at 330-668-4720 to schedule a conversation with professionals of Western Reserve Financial Associates. For disclosure information, see Thrivent.com/social.

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Honoring the brave who gave everything. This Memorial Day, we pause to remember and reflect on the heroes who made the ultimate sacrifice for our freedom. Their courage, service, and legacy will never be forgotten. #MemorialDay #HonorAndRemember #Gratitude

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Honoring the brave who gave everything. This Memorial Day, we pause to remember and reflect on the heroes who made the ultimate sacrifice for our freedom. Their courage, service, and legacy will never be forgotten. #MemorialDay #HonorAndRemember #Gratitude

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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” #FinancialFriday

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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” #FinancialFriday

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Give More, Pay Less: An Expert Guide to 2026 Tax-Smart Charitable Giving

Giving back is one of the most meaningful ways to create lasting impact—for the causes you care about and the communities you cherish. 💛 With a thoughtful approach, your generosity can go even further—supporting what matters most while complementing your overall financial picture. Let’s work together to shape a charitable giving strategy that reflects your values and helps make a difference for years to come. For disclosure information, see Thrivent.com/social.

Tax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.

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Unexpected illness or injury can happen to anyone at any time. Disability insurance helps provide financial stability when you need it most—so you can focus on recovery, not bills. Western Reserve Financial Associates is committed to helping you better understand your protection options and what may be right for your situation. For disclosure information, see Thrivent.com/social. #DIAM

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Unexpected illness or injury can happen to anyone at any time. Disability insurance helps provide financial stability when you need it most—so you can focus on recovery, not bills. Western Reserve Financial Associates is committed to helping you better understand your protection options and what may be right for your situation. For disclosure information, see Thrivent.com/social. #DIAM

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What is a recession & how to financially prepare for it

Economic downturns may be unpredictable—but your financial readiness doesn’t have to be. Strengthening your savings, reviewing your financial strategy, and preparing for the unexpected can help build confidence and stability for whatever comes next. Explore practical ways to prepare for economic uncertainty. For disclosure information, see Thrivent.com/social.

Recessions can be scary, but they don't have to be disastrous. Start planning now so you'll be ready when the next one occurs.

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Happening Now: Annual Celebration of Membership May 18–31, 2026 | Virtual Event (On Demand) Reserve your spot today: http://bit.ly/4vUCoQG As a purposed-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. During this virtual broadcast, we'll share an update on Thrivent, the Northeast Member Network, and the impact our members are making across the region. Please register through the Eventbrite page to receive the Zoom link to the broadcast. No products will be sold. See Thrivent.com/social for disclosure information.

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Happening Now: Annual Celebration of Membership May 18–31, 2026 | Virtual Event (On Demand) Reserve your spot today: http://bit.ly/4vUCoQG As a purposed-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. During this virtual broadcast, we'll share an update on Thrivent, the Northeast Member Network, and the impact our members are making across the region. Please register through the Eventbrite page to receive the Zoom link to the broadcast. No products will be sold. See Thrivent.com/social for disclosure information.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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