News and Insights
As Financial Literacy Month comes to a close, it’s a great time to reflect on the power of understanding your finances. Strong financial habits can help support life’s biggest goals—from education and homeownership to starting a business and preparing for retirement.
Investing in financial knowledge today can help build greater confidence for tomorrow. https://bit.ly/4lSF2l8 💡📚
For disclosure information, see Thrivent.com/social.
Where There's a Will There is a Way
Tuesday, May 5 at 1:00 p.m. & 7:30 p.m.
Register today: bit.ly/Where_Theres_A_Will
Legacy Planning Is Not About the Money.
Find out how to stop putting off creating a will and other key documents and hear stories that will motivate you to take action.
Estate planning isn't about how much you have but how you manage it over your lifetime. Find out why it's important at any age to stop putting off creating a will and other key documents from Washington Post personal finance columnist Michelle Singletary. Her stories will motivate you to take action.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 6034756.2
👋 Meet the Team at the Capitol Region Group.
Financial Literacy Month is the perfect time to learn more about the professionals dedicated to helping you and your family plan for the future.
Our team focuses on helping families like yours:
• Understand your financial options
• Build long-term strategies
• Stay confident about your financial future
Your future deserves a plan—let’s build it together.
For disclosure information, see Thrivent.com/social.
Today is a wonderful reminder that small actions can make a big difference. Let’s take a moment to appreciate our planet and consider ways we can protect it for future generations.
Happy Earth Day! 🌎
Retirement Savings: How Much to Set Aside
Retirement guidelines offer a starting point, but no two financial journeys are the same. At the Capital Region Group of Thrivent, we’re committed to helping our clients build and navigate a personalized path toward financial confidence. For disclosure information, see Thrivent.com/social.
Financial literacy isn't just about numbers—it's about confidence and clarity.
Knowing how to manage savings, investments, and long-term goals can help families make informed decisions and feel more prepared for the future.
If you’d like to explore how a well-designed financial strategy can support your goals, we’re here to help guide the conversation.
For disclosure information, see Thrivent.com/social.
#MoneyTipMonday
“Wealth is the ability to fully experience life.” #FinancialFriday #QuotesToLiveBy
⏰ A quick reminder to finalize and submit your tax return. Staying organized today helps support your financial goals tomorrow.
Happy Tax Day!
Your financial journey is unique, and having the right team beside you can make all the difference. Our team of experts is here to provide guidance, answer your questions, and help you move forward with confidence.
Contact our office today to start planning for what’s ahead at 860-474-3600.
For disclosure information, see Thrivent.com/social.
📊 Financial Tip for Financial Literacy Month
A simple but powerful habit: revisit your financial goals at least once a year.
As life evolves—career changes, growing families, shifting priorities—your financial plan should evolve too. Taking time to review your goals helps ensure you’re still on track for where you want to go.
This Financial Literacy Month, set aside a few minutes to check in on your plan and make any needed adjustments.
Our team at the Capitol Region Group is always here if you’d like guidance or a fresh perspective.
For disclosure information, see Thrivent.com/social.
⏰ Last Chance to Register! https://bit.ly/47K4qDP
Q2 Market & Economic Update
April 14, 2026 at 12:30 p.m. Eastern
Markets are moving, economic signals are evolving, and energy is back in focus. Join us for Thrivent’s Market & Economic Update—a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You’ll get practical guidance to help you feel more confident navigating today’s markets.
No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 36378M R3-26
“Saving must become a priority, not just a thought. Pay yourself first.” #FinancialFriday
Five Ways Trump’s 2025 Tax Bill Could Boost Your Tax Refund (or Shrink It)
💡 Did you know? Proposed federal tax legislation could impact your next tax filing. Depending on how the changes apply to your situation, some taxpayers may owe more while others could see larger refunds. Understanding potential updates can help you plan ahead. While Thrivent does not provide specific tax advice, we can partner with you and your tax professional. For additional disclosure information, see Thrivent.com/social.
⏰ One-week reminder: The April 15 tax deadline is quickly approaching. Make sure your return is filed on time.
Q2 Market & Economic Update
April 14, 2026 at 12:30 p.m. Eastern
Register today: https://bit.ly/47K4qDP
Markets are moving, economic signals are evolving, and energy is back in focus. Join us for Thrivent’s Market & Economic Update—a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You’ll get practical guidance to help you feel more confident navigating today’s markets.
No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 36378M R3-26
April is Financial Literacy Month, a great reminder that understanding your finances is the first step toward building a secure future.
Small steps today can lead to big results tomorrow—whether it's budgeting, saving, or planning for retirement.
Our team at the Capitol Region Group is here to help you navigate your financial journey with confidence.
📩 We’d love to connect—reach out to begin building a plan that supports your family’s future.
For disclosure information, see Thrivent.com/social.
Spring brings a season of renewal, joy, and new beginnings. May your day be filled with hope, happiness, and special moments with family and friends.
Happy Easter from the Capital Region Group! 🐰
Happy Good Friday! ✝️
Wishing everyone a peaceful day filled with hope, faith, and moments of quiet reflection with loved ones. Today is a time for reflection, gratitude, and appreciation for the blessings in our lives.