News and Insights
Knowing how Social Security works—and when benefits may be available—is an important part of retirement education. Informed decisions start with understanding the basics.
#SocialSecurityBasics #RetirementEducation #InformedPlanning #FinancialKnowledge
See thrivent.com/social for disclosures.
As retirement gets closer, understanding timelines, options, and next steps becomes increasingly important. Preparation and clarity can help support confident decision making.
#PreRetirementPlanning #NextChapter #FinancialPreparation #RetirementGoals
See thrivent.com/social for disclosures.
Today is National Lucky Penny Day! Sometimes it’s the little details that make the biggest difference. Regular check ins and small updates can help keep your financial plans on track.
#FinancialCheckIn #DetailsMatter #SmartPlanning #StayOrganized
See thrivent.com/social for disclosures.
Your 40s are often a checkpoint—balancing current priorities while keeping retirement goals in focus. Reviewing progress and adjusting where needed can help keep plans aligned.
#MidCareerPlanning #RetirementCheckIn #FinancialWellness #StayOnTrack
See thrivent.com/social for disclosures.
Awareness is one of the strongest defenses against fraud. Understanding common scam tactics and having trusted contacts in place can help protect financial well being.
#FraudAwareness #FinancialSafety #StayInformed #TrustedPlanning
See thrivent.com/social for disclosures.
Early career decisions create long term momentum. Building consistent habits and understanding benefits can help set the foundation for future retirement readiness.
#RetirementReadiness #EarlyPlanning #FinancialFoundations #PlanAhead
See thrivent.com/social for disclosures.
Today we recognize military spouses for their strength, flexibility, and support. Your dedication behind the scenes makes a lasting impact. Thank you.
#MilitarySpouses #Gratitude #CommunitySupport #Appreciation
See thrivent.com/social for disclosures.
Help students become money smart, career ready, and entrepreneurially minded. 💡 A gift of $35 helps one student begin their financial literacy journey—and thanks to Thrivent Communities, every $2 donated is matched with $1 (up to $500). All donations support Junior Achievement of South Texas.
Donate here: https://thrivent.cotribute.co/events/1282470/detail
#FinancialLiteracy #StudentSuccess #CommunityImpact #Thrivent
See thrivent.com/social for disclosures.
Small business owners wear many hats, and sound financial planning helps support what you’re building today and planning for tomorrow. Grateful to work alongside those who drive our communities forward.
#SmallBusinessOwners #BusinessPlanning #CommunityConnections #PlanningAhead
See thrivent.com/social for disclosures.
In honor of National Life Insurance Day, we want to take a moment to highlight how Life insurance can play an important role in protecting the people and causes that matter most. Periodic reviews help ensure your plans still align with your goals.
#ProtectionPlanning #LegacyPlanning #LifePlanning #FinancialCare
See thrivent.com/social for disclosures.
Did you know that May 1st is National Investing Day? Long term investing is about patience, perspective, and staying focused through every stage of life. A thoughtful approach today can support confidence tomorrow.
#InvestWithPurpose #LongTermPlanning #FinancialConfidence #SmartStrategies
See thrivent.com/social for disclosures.
Can you give a QCD to your church to satisfy your RMD?
For those taking Required Minimum Distributions, a Qualified Charitable Distribution (QCD) may allow you to give directly to a church or charitable organization. This approach can help support causes you care about while potentially satisfying your RMD requirement. Learn more here: https://www.thrivent.com/insights/church-finances/can-you-give-a-qcd-to-your-church-to-satisfy-your-rmd #Generosity #TruePathPlanning #FaithAndFinance See thrivent.com/social for disclosures
8 ways to spring clean your finances
Spring cleaning isn’t just for closets — it’s also a great time to refresh your finances. Consider taking a few minutes to: ✔️ Review your budget ✔️ Revisit financial goals ✔️ Organize financial documents ✔️ Check in on savings progress A little financial housekeeping can help keep you moving toward your goals. Read more tips here: https://www.thrivent.com/insights/budgeting-saving/8-ways-to-spring-clean-your-finances #SpringCleaning #FinancialWellness #TruePathPlanning #MoneyGoals See thrivent.com/social for disclosures
Have you ever wondered how a qualified charitable distribution works?
A Qualified Charitable Distribution (QCD) allows individuals age 70½ or older to donate directly from their IRA to a qualified charity. This strategy may help support causes you care about while also providing potential tax benefits.
Learn more in this helpful article:
https://www.thrivent.com/insights/retirement-planning/what-is-a-qualified-charitable-distribution-qcd
#Generosity #TruePathPlanning #FinancialPlanning #QCD
See thrivent.com/social for disclosures
If you’re taking Required Minimum Distributions (RMDs) in retirement, you may have options for how to use those funds.
Some retirees choose to:
✔️ Reinvest the funds
✔️ Support charitable causes
✔️ Help family members
✔️ Cover living expenses
Learn about six ways RMDs may fit into your retirement strategy here:
https://www.thrivent.com/insights/retirement-planning/6-ways-to-use-required-minimum-distributions-in-retirement
#RetirementPlanning #RMD #TruePathPlanning
See thrivent.com/social for disclosures
Join us in celebrating Sarah Foy-Mireles and her work anniversary this month! 🎉
As our Insurance Associate, Sarah is often the first friendly voice clients hear on the phone and the welcoming face they see when they walk through our doors. She helps keep our office running smoothly, supports our community involvement efforts, and assists clients with their insurance needs—all with care, dedication, and a smile.
As Nick McNabb shared:
True Path Planning definitely wouldn’t be what it is without her.
Sarah, thank you for everything you do for our team and our clients. We’re grateful to have you as part of the True Path Planning family! 💙
Help us celebrate Sarah in the comments! 👏
#TeamTruePath #WorkAnniversary #TeamAppreciation #TruePathPlanning #SanAntonioCommunity
See thrivent.com/social for disclosures
What a strike for youth education and future preparedness! 🎳
On March 26, the True Path Planning team joined fellow supporters at the Junior Achievement of South Texas Bowl-A-Thon for a day full of fun, teamwork, and fundraising.
Events like this help JA provide financial literacy, entrepreneurship, and career readiness programs to students across South Texas. We’re proud to support their mission and grateful to everyone who helped make the event a success.
Here’s to making a difference one frame at a time!
#TruePathPlanning #JAST #JuniorAchievement #SanAntonioCommunity #FinancialEducation
See thrivent.com/social for disclosures
Whether you’re just starting or starting over, positive financial habits can be built at any stage of life. Small changes today can create big impact tomorrow.
#TruePathPlanning #MoneyHabits #FinancialGrowth #ItsNotTooLate #SmartMoneyMoves
See thrivent.com/social for disclosures
Success often comes from consistency, accountability, and support.
Challenges? Busy schedules, lack of clarity, or trying to do it alone.
Awareness is the first step toward lasting change.
#TruePathPlanning #HabitBuilding #FinancialSuccess #MoneyMindset #PersonalGrowth
See thrivent.com/social for disclosures
A written financial plan turns ideas into action. It gives clarity, direction, and a sense of reassurance—helping you stay focused even when life changes. If it matters to you, it deserves a plan on paper! Let’s get started today: https://connect.thrivent.com/true-path-planning#contact-form
#TruePathPlanning #WrittenPlan #FinancialClarity #PlanningAhead #FinancialConfidence
See thrivent.com/social for disclosures