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Insights

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

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Estate tax changes for 2026 and beyond

Important updates are coming when it comes to estate planning and future tax laws. 📄 Thrivent recently shared insights on estate tax changes for 2026 and beyond — and what they could mean for families preparing their legacy. Read more here: 👉 https://www.thrivent.com/insights/estate-planning/estate-tax-changes-for-2026-and-beyond Questions about how this may affect your retirement or estate strategy? Let’s talk. #EstatePlanning #FinancialConfidence #JuliaWestonCFP #ThriventAdvisor #FarmingtonCT #LegacyPlanning #RetirementReady #FaithAndFinance See thrivent.com/social for disclosures

Recent tax law changes have reshaped the landscape for estate and gift taxes. Here's what individuals and families need to know to protect their legacy.

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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 Heart Behind What I Do — Nicole Corcoran “I started with Thrivent in 2018, and when our office moved in 2019, I helped lead a community food drive that filled our space floor-to-ceiling with donations. I even taught my 4-year-old what it means to give back — she proudly packed backpacks and helped distribute food with me. Giving back, cooking, and taking care of others is my love language. I’ve gotten to know so many clients who now feel like friends and family. I truly love what I do.” This is the heart that serves our clients and our community every day. #TheHeartBehindWhatIDo #Thrivent #GivingBack #CommunityLove #NicoleCorcoran #FarmingtonCT #FaithAndFinance #JuliaWestonCFP #ServeOthers See thrivent.com/social for disclosures

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❤️ The Heart Behind What I Do — Nicole Corcoran “I started with Thrivent in 2018, and when our office moved in 2019, I helped lead a community food drive that filled our space floor-to-ceiling with donations. I even taught my 4-year-old what it means to give back — she proudly packed backpacks and helped distribute food with me. Giving back, cooking, and taking care of others is my love language. I’ve gotten to know so many clients who now feel like friends and family. I truly love what I do.” This is the heart that serves our clients and our community every day. #TheHeartBehindWhatIDo #Thrivent #GivingBack #CommunityLove #NicoleCorcoran #FarmingtonCT #FaithAndFinance #JuliaWestonCFP #ServeOthers See thrivent.com/social for disclosures

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Best places to keep your emergency fund in 2026

Do you have an emergency fund — and is it working as hard for you as it should? 💡 Knowing where to keep those savings can help protect your peace of mind and earn more along the way. Learn more here: 👉 https://www.thrivent.com/insights/budgeting-saving/best-places-to-keep-your-emergency-fund-in-2025 If you’d like help reviewing your overall financial safety net, let’s schedule a conversation. #EmergencyFund #FinancialWellness #JuliaWestonCFP #ThriventAdvisor #FarmingtonCT #MoneySmart #FaithAndFinance #RetirementPlanning #PreparedForLife See thrivent.com/social for disclosures

Life has a way of tossing up expensive surprises, from medical bills to home repairs. By building up a reliable backup account, you can be at the ready when...

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⭐ Team Member Spotlight — Nicole “Nikki” Corcoran Since joining Thrivent in 2018, Nikki has become a steady, welcoming presence for everyone who connects with our office. Whether she’s answering the phone, helping schedule a meeting, or guiding someone through next steps, Nikki brings warmth, patience, and genuine curiosity to every interaction. What sets her apart? Her natural ability to relate to people. Nikki has a gift for listening — really listening — and making clients feel understood from the very first conversation. She loves learning about families, dreams, challenges, and life transitions, and she takes pride in helping people feel comfortable and confident as they move forward. Over the years, Nikki has built meaningful relationships with clients that go far beyond transactions — relationships rooted in genuineness, care, and consistency. “I truly love what I do,” Nikki says — and it shows in the way she supports our team and the families we serve every day. We’re grateful to have Nikki as part of the heart of our office. 💛 See thrivent.com/social for disclosures

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⭐ Team Member Spotlight — Nicole “Nikki” Corcoran Since joining Thrivent in 2018, Nikki has become a steady, welcoming presence for everyone who connects with our office. Whether she’s answering the phone, helping schedule a meeting, or guiding someone through next steps, Nikki brings warmth, patience, and genuine curiosity to every interaction. What sets her apart? Her natural ability to relate to people. Nikki has a gift for listening — really listening — and making clients feel understood from the very first conversation. She loves learning about families, dreams, challenges, and life transitions, and she takes pride in helping people feel comfortable and confident as they move forward. Over the years, Nikki has built meaningful relationships with clients that go far beyond transactions — relationships rooted in genuineness, care, and consistency. “I truly love what I do,” Nikki says — and it shows in the way she supports our team and the families we serve every day. We’re grateful to have Nikki as part of the heart of our office. 💛 See thrivent.com/social for 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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“The greatest satisfaction I find in my work comes from those moments when a client calls me, seeking reassurance about their financial future. It’s such a privilege to be in a position where I can honestly provide them with the support they need. Often, I’ll get a call from someone saying, ‘I’m really tired of my job and want to retire early, but my biggest fear is running out of money in my 80s. What do you think?’ In those moments, I can draw upon my tools and knowledge to confidently assure them, ‘You can do that, and you don’t need to worry.’ Being a trusted advisor is a responsibility I take very seriously — and it’s an honor to help my clients achieve peace of mind about their financial decisions.” If you’re asking similar questions about your own retirement, you don’t have to navigate them alone. Let’s talk about what’s possible for you. 📅 Schedule a conversation: https://connect.thrivent.com/julia-weston #TheHeartBehindWhatIDo #JuliaWestonCFP #RetirementPlanning #PeaceOfMind #FinancialConfidence #ThriventAdvisor #FarmingtonCT #FaithAndFinance #TrustedAdvisor #PreRetirement #RetireWithConfidence See thrivent.com/social for disclosures

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“The greatest satisfaction I find in my work comes from those moments when a client calls me, seeking reassurance about their financial future. It’s such a privilege to be in a position where I can honestly provide them with the support they need. Often, I’ll get a call from someone saying, ‘I’m really tired of my job and want to retire early, but my biggest fear is running out of money in my 80s. What do you think?’ In those moments, I can draw upon my tools and knowledge to confidently assure them, ‘You can do that, and you don’t need to worry.’ Being a trusted advisor is a responsibility I take very seriously — and it’s an honor to help my clients achieve peace of mind about their financial decisions.” If you’re asking similar questions about your own retirement, you don’t have to navigate them alone. Let’s talk about what’s possible for you. 📅 Schedule a conversation: https://connect.thrivent.com/julia-weston #TheHeartBehindWhatIDo #JuliaWestonCFP #RetirementPlanning #PeaceOfMind #FinancialConfidence #ThriventAdvisor #FarmingtonCT #FaithAndFinance #TrustedAdvisor #PreRetirement #RetireWithConfidence See thrivent.com/social for disclosures

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Let's build a retirement plan that doesn't involve snow. 860.492.6800 see Thrivent.com/social for important disclosures.

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Let's build a retirement plan that doesn't involve snow. 860.492.6800 see Thrivent.com/social for important disclosures.

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🎉 Celebrating 15 Years at Thrivent! 🎉 Today we’re giving a huge shout‑out to an incredible milestone—15 years of dedication, learning, and service from our amazing Thrivent financial advisor, Julia! Over the years, she’s: ✨ Gained deep knowledge through real conversations with real people ✨ Helped individuals and families navigate life’s biggest financial moments ✨ Made a meaningful impact by guiding others toward confidence and clarity Every client she’s met has shaped her journey, and every challenge has made her even stronger. That experience doesn’t just tell a story—it’s something that can help you feel more secure about your financial future too. Here’s to 15 years of making a difference and to all the lives she’ll continue to touch in the years ahead. Cheers to this incredible milestone! 🎉💼

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🎉 Celebrating 15 Years at Thrivent! 🎉 Today we’re giving a huge shout‑out to an incredible milestone—15 years of dedication, learning, and service from our amazing Thrivent financial advisor, Julia! Over the years, she’s: ✨ Gained deep knowledge through real conversations with real people ✨ Helped individuals and families navigate life’s biggest financial moments ✨ Made a meaningful impact by guiding others toward confidence and clarity Every client she’s met has shaped her journey, and every challenge has made her even stronger. That experience doesn’t just tell a story—it’s something that can help you feel more secure about your financial future too. Here’s to 15 years of making a difference and to all the lives she’ll continue to touch in the years ahead. Cheers to this incredible milestone! 🎉💼

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Ever feel like investing is its own language? You’re not alone. If you’ve ever nodded along at words like “ETF” or “dollar-cost averaging” without really knowing what they meant, this guide is for you. Get the basics of investing explained simply—no jargon required. ➡️ https://bit.ly/49t3WCi

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Ever feel like investing is its own language? You’re not alone. If you’ve ever nodded along at words like “ETF” or “dollar-cost averaging” without really knowing what they meant, this guide is for you. Get the basics of investing explained simply—no jargon required. ➡️ https://bit.ly/49t3WCi

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.

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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