News and Insights
Retirement is a new beginning—not just an ending.
The transition into retirement brings exciting opportunities and important decisions. From creating an income strategy to planning for healthcare, Social Security, and the lifestyle you hope to enjoy, thoughtful preparation can help you feel ready for what’s ahead.
Contact our office today to discuss your retirement goals and explore a strategy designed around the future you’re working toward.
For disclosure information, see Thrivent.com/social.
#RetirementPlanning #FinancialPlanning #RetirementReady #PlanWithPurpose
What kind of legacy do you hope to leave?
Your legacy isn't defined by what you leave behind—it's the impact you make every day.
This August, take a moment to review your estate plan, beneficiary designations, and long-term goals. A few simple updates today can help ensure your wishes are reflected for the future.
#LegacyPlanning #EstatePlanning #FinancialPlanning #PlanWithPurpose
For disclosure information, see Thrivent.com/social.
“Your future is worth planning for.”
#FinancialFriday
A Financial Planner's Guide to Unlocking the Power of a 529 Plan
New backpacks, new classrooms, new opportunities. 🎒📚 As a new school year begins, it’s also a great time to think about the future beyond the classroom. A 529 savings plan can help families prepare for future education goals with potential tax advantages, flexibility, and a dedicated way to save for the opportunities ahead. Small steps today can help create a brighter tomorrow. For disclosure information, see Thrivent.com/social. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing. #BackToSchool #529Plan #EducationPlanning #FinancialPlanning
Have you created a will—or reviewed it recently?
August is Make-A-Will Month, making it a great reminder to ensure your wishes reflect your life today.
Creating a will isn't just about your assets—it's about helping provide clarity for the people you care about most.
If your family, finances, or goals have changed over the years, it may be time to revisit your estate plan. A little planning today can make a meaningful difference for your loved ones tomorrow.
For disclosure information, see Thrivent.com/social.
#MakeAWillMonth #EstatePlanning #LegacyPlanning #FinancialPlanning
August 2026 Market Update: Strong economy, higher yields
The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
Proud to sponsor the Livonia Community Swim Club! 🏊🏽
We're excited to back these incredible local athletes as they work hard, support one another, and excel both in and out of the pool. 💦🎒
Best of luck to all the swimmers, coaches, and families this year.
We are strongest when we cheer each other on! 💫
No products will be sold. For additional disclosure information, see Thrivent.com/social.
#TeamSponsor #CommunityFirst #MichiganSwimming
What if your financial plan could reflect not only what you have—but what matters most to you?
In recognition of National Nonprofit Day, it's worth taking a moment to consider the causes, organizations, and communities that have shaped your life.
Whether charitable giving is already part of your financial plan or something you'd like to consider in the future, thoughtful planning can help align your financial decisions with the impact you hope to make.
After all, some of life's greatest returns aren't measured by dollars—they're measured by the lives we touch.
For disclosure information, see Thrivent.com/social.
#NationalNonprofitDay #CharitableGiving #FinancialPlanning #PlanWithPurpose
"A brighter financial future starts with clear goals, thoughtful planning, and steady commitment."
#FinancialFriday
💙 Generosity has the power to change lives—starting with yours.
No matter how you choose to give back, Thrivent makes it easy to make a meaningful impact. Whether you're organizing a volunteer project, supporting a cause you're passionate about, serving from home, responding to communities affected by disasters, or partnering with organizations like Habitat for Humanity, every act of kindness helps build stronger communities.
Together, we can turn compassion into action and make a difference where it's needed most. Explore the many ways to get involved and discover how you can put your generosity into action. ✨
For disclosure information, see Thrivent.com/social.
#GenerosityInAction #Thrivent #LiveGenerously #CommunityImpact
What causes are closest to your heart?
The way we use our resources says a lot about what matters most to us.
Whether it's supporting a local organization, giving back to your community, or helping create opportunities for future generations, charitable giving can be a meaningful part of your financial plan.
As National Nonprofit Day approaches, take a moment to reflect on the impact you'd like to make—not just today, but for years to come.
For disclosure information, see Thrivent.com/social.
#CharitableGiving #FinancialPlanning #PlanWithPurpose #GiveBack
Money talks: How to instill financial values in your kids at any age
The conversations you have about money today can help shape your child's confidence, values, and future for years to come. Discover age-appropriate tips to help make those conversations easier in the article below. 💙 For disclosure information, see Thrivent.com/social.
📚 Back-to-school season is the perfect time to make a difference!
From collecting school supplies to supporting local teachers and helping families prepare for the new school year, even small acts of generosity can have a lasting impact.
Put #GenerosityInAction by leading a #ThriventActionTeam! Find inspiration, resources, and everything you need to bring your next community project to life on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 💙
For disclosure information, see Thrivent.com/social.
"Consistency is the secret to successful saving. Small steps add up over time."
#FinancialFriday
Last Chance to Register: The Global Leadership Summit Starts Tomorrow! 🌎
Great leaders are always learning, growing, and looking for ways to make a difference. Thrivent is proud to be a Summit Partner for the 2026 Global Leadership Summit, taking place August 6–7, 2026.
This two-day leadership experience, hosted by the Global Leadership Network, brings together leaders from around the world for meaningful conversations and insights from world-renowned speakers. Whether you’re leading in your workplace, church, community, or everyday life, GLS offers an opportunity to strengthen your influence and create lasting change.
Attend virtually or choose from one of our local partner host sites:
📍 2/42 Church | Brighton, MI
📍 Redeemer United Methodist Church | Dewitt, MI
📍 Cornerstone Church | Caledonia, MI
📍 All Shores Wesleyan Church | Spring Lake, MI
Registration is still available! Learn more about the experience, host site options, and registration details here: https://www.globalleadership.org/summit#participate
No products will be sold. Global Leadership Summit is not affiliated with or endorsed by Thrivent.
#GlobalLeadershipSummit #LeadWhereYouAre #LeadershipDevelopment #CommunityImpact
We are humbled by the generosity shown by our community. ✨ We are so grateful to everyone who attended our Ingathering event! Thanks to your generous donations of non-perishable food and personal care essentials, Hospitality House will be able to restock their shelves for those who need it most.
Generosity truly transforms communities.
Thank you for making a difference! 🤝💙
No products will be sold. For additional disclosure information, see Thrivent.com/social
#LegacyConsultants #CommunityGiving #HospitalityHouse #GivingBack
🎉 Celebrating Ann Seitz-Brown, Associate, on Their Special Day! 🎂
Today we're celebrating the meaningful efforts you bring to our team. Your dedication, professionalism, and genuine care for both clients and colleagues make a lasting impact, and we're grateful for everything you bring to the team.
Wishing you a wonderful birthday filled with happiness, relaxation, and everything you enjoy most. Thank you for all you do! 💛
A heartfelt thank you to everyone who has already shown their generosity in support of the upcoming Community Ingathering benefiting Hospitality House. Your kindness is helping make a positive impact in our community. 💙
We invite you to be part of this effort by joining us on Monday, August 3, from 12:00–2:00 p.m. for an afternoon of giving back and community connection.
Together, we can support our neighbors and strengthen our community through compassion, generosity, and connection.
Thank you for helping make a difference!
No products will be sold. For additional disclosure information, see Thrivent.com/social.
#LegacyConsultants #CommunityGiving #HospitalityHouse #GivingBack
Last Chance to Give Back to Our Community 💙
We're proud to support Hospitality House and invite our friends, clients, and community members to join us for an afternoon of giving back.
We’ll be collecting donations of essential food, personal care, and household items to help support those in need. As a thank-you to everyone who participates, guests who stop by with donations will receive lunch from Jubilee Ministry Food Truck.
Your generosity can make a meaningful difference. We welcome donations of items such as:
Food Items:
• Canned goods
• Fruit and vegetable juice
• Mac and cheese
• Shelf-stable proteins (tuna, canned chicken)
• Peanut butter and jelly/jam
• Rice and pasta
• Cereal
• Shelf-stable skillet meals
Personal Care & Household Items:
• Soap, body wash, and shampoo
• Deodorant and toothpaste
• Feminine care products
• Toilet paper
• Razors and shaving cream
• Household cleaning supplies
• Adult incontinence products
Together, we can support Hospitality House and strengthen our community through kindness, generosity, and connection.
Thank you for helping make a difference! 💙
No products will be sold. For additional disclosure information, see Thrivent.com/social.
#LegacyConsultants #CommunityGiving #HospitalityHouse #GivingBack
Lead where you are. Make an impact where you stand. 🌎
Great leaders are always learning, growing, and looking for ways to make a difference. Thrivent is proud to be a Summit Partner for the 2026 Global Leadership Summit, taking place August 6–7, 2026.
This two-day leadership experience, hosted by the Global Leadership Network, brings together leaders from around the world for meaningful conversations and insights from world-renowned speakers. Whether you’re leading in your workplace, church, community, or everyday life, GLS offers an opportunity to strengthen your influence and create lasting change.
Attend virtually or choose from one of our local partner host sites:
📍 2/42 Church | Brighton, MI
📍 Redeemer United Methodist Church | Dewitt, MI
📍 Cornerstone Church | Caledonia, MI
📍 All Shores Wesleyan Church | Spring Lake, MI
Learn more about the experience, host site options, and registration details here:
https://www.globalleadership.org/summit#participate
No products will be sold. Global Leadership Summit is not affiliated with or endorsed by Thrivent.
#GlobalLeadershipSummit #LeadWhereYouAre #LeadershipDevelopment #CommunityImpact