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Insights

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

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💍❤️ We've got some exciting news to share from the First Light Financial team! It looks like we've got a wedding to look forward to! 🥂✨ This past weekend, Lauren got engaged to her now-fiancé, Adam! 💍 And judging by that smile (and that gorgeous ring!), we'd say she's pretty excited! 🥰 We love getting to celebrate life's big milestones with our team, and this is certainly one worth celebrating! Please join us in congratulating Lauren and Adam as they begin this exciting new chapter together! ❤️ Congratulations, you two! 🎉💕

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💍❤️ We've got some exciting news to share from the First Light Financial team! It looks like we've got a wedding to look forward to! 🥂✨ This past weekend, Lauren got engaged to her now-fiancé, Adam! 💍 And judging by that smile (and that gorgeous ring!), we'd say she's pretty excited! 🥰 We love getting to celebrate life's big milestones with our team, and this is certainly one worth celebrating! Please join us in congratulating Lauren and Adam as they begin this exciting new chapter together! ❤️ Congratulations, you two! 🎉💕

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Navigating open enrollment: 5 ways to make the best choices for your family

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact us today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact us today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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🎬 First, Adelio took his chances with Monster House, then Ashley and Holden headed to Halloween Town. This week, Lauren decided she'd rather check into a monster hotel. 😂 Her movie of choice is Hotel Transylvania! 🧛‍♀️🏰 Apparently, being stuck in a Halloween movie isn't so bad when it comes with a giant castle, a vampire makeover, and Adam tagging along as the resident human. ❤️ Three team members have officially been dropped into their Halloween movies... but we’re not done yet. 👀🎬 One more Monday means one more First Light team member is getting stuck in the screen! So before we reveal our final movie, tell us: Which one are YOU choosing so far? 🏚️ Monster House 🎃 The Nightmare Before Christmas 🏰 Hotel Transylvania

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🎬 First, Adelio took his chances with Monster House, then Ashley and Holden headed to Halloween Town. This week, Lauren decided she'd rather check into a monster hotel. 😂 Her movie of choice is Hotel Transylvania! 🧛‍♀️🏰 Apparently, being stuck in a Halloween movie isn't so bad when it comes with a giant castle, a vampire makeover, and Adam tagging along as the resident human. ❤️ Three team members have officially been dropped into their Halloween movies... but we’re not done yet. 👀🎬 One more Monday means one more First Light team member is getting stuck in the screen! So before we reveal our final movie, tell us: Which one are YOU choosing so far? 🏚️ Monster House 🎃 The Nightmare Before Christmas 🏰 Hotel Transylvania

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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.

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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.

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What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more...

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🎬 Last week, Adelio got stuck in a house that wanted to eat him. This week, Ashley made a slightly more festive choice. 😂 Ashley is heading into The Nightmare Before Christmas! 🎃🎄 And apparently if she’s getting stuck in Halloween Town, Holden is coming along for the adventure. ❤️ Between the pumpkins, Christmas lights, and getting the best of two holidays, we have to admit... Ashley may have thought this through a little better than Adelio. But we're not done yet. Another First Light team member is getting dropped into their Halloween movie next Monday! 👀 Where would you rather be stuck so far: Monster House or Halloween Town?

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🎬 Last week, Adelio got stuck in a house that wanted to eat him. This week, Ashley made a slightly more festive choice. 😂 Ashley is heading into The Nightmare Before Christmas! 🎃🎄 And apparently if she’s getting stuck in Halloween Town, Holden is coming along for the adventure. ❤️ Between the pumpkins, Christmas lights, and getting the best of two holidays, we have to admit... Ashley may have thought this through a little better than Adelio. But we're not done yet. Another First Light team member is getting dropped into their Halloween movie next Monday! 👀 Where would you rather be stuck so far: Monster House or Halloween Town?

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🎉 Today we’re celebrating a pretty important birthday here at First Light….. Happy Birthday, Mike! 🎂🥳 Mike is more than our team leader. He’s the person who encourages us, teaches us, challenges us to keep growing, and has spent years building First Light into a place we’re genuinely proud to be part of. His dedication to our clients and our team shows in so many ways: from taking the time to explain something, to sharing his experience and knowledge, to simply being there when someone needs a little guidance or encouragement. Mike, we’re incredibly grateful for your leadership, your encouragement, and everything you do to make First Light feel like a team. We hope you know how much you’re appreciated, not just today, but all year long. We hope your birthday brings plenty of laughs, time with the people you love, and maybe even a little break from the financial craziness. 😉😂 💙 Happy Birthday, Mike! Here’s to another great year ahead! 🎉

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🎉 Today we’re celebrating a pretty important birthday here at First Light….. Happy Birthday, Mike! 🎂🥳 Mike is more than our team leader. He’s the person who encourages us, teaches us, challenges us to keep growing, and has spent years building First Light into a place we’re genuinely proud to be part of. His dedication to our clients and our team shows in so many ways: from taking the time to explain something, to sharing his experience and knowledge, to simply being there when someone needs a little guidance or encouragement. Mike, we’re incredibly grateful for your leadership, your encouragement, and everything you do to make First Light feel like a team. We hope you know how much you’re appreciated, not just today, but all year long. We hope your birthday brings plenty of laughs, time with the people you love, and maybe even a little break from the financial craziness. 😉😂 💙 Happy Birthday, Mike! Here’s to another great year ahead! 🎉

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🎬 Meet the Team Monday is taking a spooky turn this October! We asked the First Light team: “If you had to be stuck in a Halloween movie, which one would you choose?” Kicking things off is Adelio, who apparently looked at all his options and thought, “Yep. Give me the house that’s ALIVE.” 😂🏚️ His pick is Monster House, and judging by the look on his face... he may already be reconsidering that decision. But Adelio isn't the only First Light team member getting stuck in a movie this month. 👀 What Halloween movie would YOU choose?

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🎬 Meet the Team Monday is taking a spooky turn this October! We asked the First Light team: “If you had to be stuck in a Halloween movie, which one would you choose?” Kicking things off is Adelio, who apparently looked at all his options and thought, “Yep. Give me the house that’s ALIVE.” 😂🏚️ His pick is Monster House, and judging by the look on his face... he may already be reconsidering that decision. But Adelio isn't the only First Light team member getting stuck in a movie this month. 👀 What Halloween movie would YOU choose?

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☕ Happy International Coffee Day! 🍪 Around here, we believe a good conversation is even better with a fresh cup of coffee! Our First Light coffee bar is always stocked and ready for clients, guests, and anyone stopping by to see us. And because coffee deserves a good sidekick, you might even find some freshly baked cookies waiting for you, too. 😉 So next time you’re here, help yourself to a cup, grab a cookie, and stay awhile. We’re always happy to have you! ❤️ How do you take your coffee? ☕👇

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☕ Happy International Coffee Day! 🍪 Around here, we believe a good conversation is even better with a fresh cup of coffee! Our First Light coffee bar is always stocked and ready for clients, guests, and anyone stopping by to see us. And because coffee deserves a good sidekick, you might even find some freshly baked cookies waiting for you, too. 😉 So next time you’re here, help yourself to a cup, grab a cookie, and stay awhile. We’re always happy to have you! ❤️ How do you take your coffee? ☕👇

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