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Some call it “financial planning.” We call it friendship with purpose. We love the families we serve—and the laughter, stories, and milestones we get to share along the way. 💙 What’s one milestone you’re celebrating this season? 🎉 Share it below! #LumaFiAdvisorGroup #FrankenmuthCommunity #FinancialPlanningWithHeart see thrivent.com/social for disclosures

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Some call it “financial planning.” We call it friendship with purpose. We love the families we serve—and the laughter, stories, and milestones we get to share along the way. 💙 What’s one milestone you’re celebrating this season? 🎉 Share it below! #LumaFiAdvisorGroup #FrankenmuthCommunity #FinancialPlanningWithHeart see thrivent.com/social for disclosures

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It’s not just about money—it’s about meaning. 💬 Your financial plan should reflect the story of your family, your values, and your hopes for the next generation. Let’s make sure your legacy shines bright. 🌟 #FinancialWellness #LegacyPlanning #FaithAndFinance #LumaFiAdvisorGroup see thrivent.com/social for disclosures

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It’s not just about money—it’s about meaning. 💬 Your financial plan should reflect the story of your family, your values, and your hopes for the next generation. Let’s make sure your legacy shines bright. 🌟 #FinancialWellness #LegacyPlanning #FaithAndFinance #LumaFiAdvisorGroup see thrivent.com/social for disclosures

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Meet Katrina Kaschinske, ChFC®️, FIC — one of the guiding hearts behind LumaFi Advisor Group. 💛 Katrina joined Thrivent in 2004 after earning her degree in elementary education at Concordia University Ann Arbor. Though she once dreamed of a classroom career, she discovered her true calling in financial services — where she could still teach, guide, and encourage others, but in a way that directly impacts their financial well-being. Today, Katrina brings that same spirit of education and care to every client she serves. She believes financial guidance should be personal, compassionate, and built on a deep relationship. Whether helping families prepare for retirement, navigate life transitions, or plan a legacy, her goal is always the same — helping others thrive with confidence and clarity. 🌿 Outside the office, you’ll find Katrina enjoying life in Frankenmuth with her husband Daren and their children, Audrey and Carter. She’s an active member of St. Lorenz Lutheran Church, where her heart for service continues to shine through volunteering, faith, and community connection. Help us celebrate Katrina’s 20+ years of serving with purpose and heart! 💐 To learn more about the LumaFi team, visit our website: https://connect.thrivent.com/lumafi-advisor-group #TeamSpotlight #LumaFiAdvisorGroup #FrankenmuthCommunity #FinancialAdvisorsWhoCare see thrivent.com/social for disclosures

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Meet Katrina Kaschinske, ChFC®️, FIC — one of the guiding hearts behind LumaFi Advisor Group. 💛 Katrina joined Thrivent in 2004 after earning her degree in elementary education at Concordia University Ann Arbor. Though she once dreamed of a classroom career, she discovered her true calling in financial services — where she could still teach, guide, and encourage others, but in a way that directly impacts their financial well-being. Today, Katrina brings that same spirit of education and care to every client she serves. She believes financial guidance should be personal, compassionate, and built on a deep relationship. Whether helping families prepare for retirement, navigate life transitions, or plan a legacy, her goal is always the same — helping others thrive with confidence and clarity. 🌿 Outside the office, you’ll find Katrina enjoying life in Frankenmuth with her husband Daren and their children, Audrey and Carter. She’s an active member of St. Lorenz Lutheran Church, where her heart for service continues to shine through volunteering, faith, and community connection. Help us celebrate Katrina’s 20+ years of serving with purpose and heart! 💐 To learn more about the LumaFi team, visit our website: https://connect.thrivent.com/lumafi-advisor-group #TeamSpotlight #LumaFiAdvisorGroup #FrankenmuthCommunity #FinancialAdvisorsWhoCare see thrivent.com/social for disclosures

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2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

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Top 7 charitable giving strategies: Maximizing tax benefits and impact

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and...

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How to offset inflation's impact on your retirement savings

Inflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its...

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Pros & cons of paying off your mortgage before you retire

If you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire? While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.

If you bought or refinanced your home when you were in your mid-30s or older, you may find yourself headed into retirement with a mortgage in tow. You may have...

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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"He has made everything beautiful in its time. He has also set eternity in the human heart; yet no one can fathom what God has done from beginning to end." - Ecclesiastes 3:11

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"He has made everything beautiful in its time. He has also set eternity in the human heart; yet no one can fathom what God has done from beginning to end." - Ecclesiastes 3:11

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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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