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Insights

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

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Compass Financial Group is proud to congratulate one of our Financial Advisors, Steve Emmons, on being named a 2025 Thrivent Charitable Voices in Philanthropy (VIP) award recipient. This honor recognizes top advisors who facilitated $100,000 or more in current or deferred charitable gifts in the past year. Steve’s dedication helps our clients make a meaningful and lasting impact on the people, causes, and communities they care about. Congratulations, Steve!

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Compass Financial Group is proud to congratulate one of our Financial Advisors, Steve Emmons, on being named a 2025 Thrivent Charitable Voices in Philanthropy (VIP) award recipient. This honor recognizes top advisors who facilitated $100,000 or more in current or deferred charitable gifts in the past year. Steve’s dedication helps our clients make a meaningful and lasting impact on the people, causes, and communities they care about. Congratulations, Steve!

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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Finances + Generosity | Thrivent

Even though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?

Thrivent can help you plan your finances for the people, causes and communites you love.

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Imagine Together: Movie & Generosity Event 2026 Steve Emmons & Perry Flowers invite you and your family to a special event that combines entertainment and the spirit of giving back. Join us to view the heartfelt true story, "I Can Only Imagine 2." An inspiring story of faith, family, and finding hope through life's hardest battles. Complimentary movie ticket, popcorn, and drink. We encourage you to bring items listed below to benefit the Trotter House Pregnancy Center & utilize your Thrivent Action Team Funds. Items needed: - Maternity clothes & essentials - Books, journals, & devotionals - Teas & hydration kits - New mom care kits As always, we greatly appreciate the opportunity to meet your family and friends. You're welcome to bring a guest who you feel may benefit from meeting us. Sunday, February 22nd Doors open at 3pm, Showtime at 3:30pm Studio Movie Grill 8954 S. Broadway Ave. Tyler, TX 75703 Please RSVP to Claire by February 20th by calling 903-939-8711 or emailing claire.dupuis@thrivent.com. Spots are limited! No products will be sold. See thrivent.com/social for important disclosure information.

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Imagine Together: Movie & Generosity Event 2026 Steve Emmons & Perry Flowers invite you and your family to a special event that combines entertainment and the spirit of giving back. Join us to view the heartfelt true story, "I Can Only Imagine 2." An inspiring story of faith, family, and finding hope through life's hardest battles. Complimentary movie ticket, popcorn, and drink. We encourage you to bring items listed below to benefit the Trotter House Pregnancy Center & utilize your Thrivent Action Team Funds. Items needed: - Maternity clothes & essentials - Books, journals, & devotionals - Teas & hydration kits - New mom care kits As always, we greatly appreciate the opportunity to meet your family and friends. You're welcome to bring a guest who you feel may benefit from meeting us. Sunday, February 22nd Doors open at 3pm, Showtime at 3:30pm Studio Movie Grill 8954 S. Broadway Ave. Tyler, TX 75703 Please RSVP to Claire by February 20th by calling 903-939-8711 or emailing claire.dupuis@thrivent.com. Spots are limited! No products will be sold. See thrivent.com/social for important disclosure information.

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Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value. Learn more about this recognition here: https://bit.ly/466lt23

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Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value. Learn more about this recognition here: https://bit.ly/466lt23

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Make a difference with your money | Thrivent

Thrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.

Thrivent can help you plan your finances for the people, causes and communities you love.

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'This is the day that the Lord has made; let us rejoice and be glad in it.' Praying your Sunday is filled with peace, purpose, and praise.'

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'This is the day that the Lord has made; let us rejoice and be glad in it.' Praying your Sunday is filled with peace, purpose, and praise.'

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6 year-end financial tasks

The hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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👉 Tip: Don’t forget to check your FSA or HSA by year-end. ✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. See thrivent.com/social for important disclosures.

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👉 Tip: Don’t forget to check your FSA or HSA by year-end. ✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. See thrivent.com/social for important disclosures.

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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