Clarity Financial Planning Group - Thrivent

10/12/2026

Are the current markets making you wonder how to best navigate your financial strategy?

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.

Oct 13, 2026, 9:30 AM PDT

Register below to attend the event or receive a recording. https://bit.ly/4ATYNzU

No products will be sold.

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.

10/09/2026

Unmasking Family Finances: Sparking Money Talks This Halloween

As autumn settles in and Halloween approaches, it’s the perfect season to unmask family finances and spark meaningful money talks. Just as you might feel a little apprehensive walking through a haunted house in the dark, bringing up financial matters with loved ones can seem intimidating. But beneath the masks of uncertainty, these conversations offer a chance for clarity, confidence, and a stronger family bond.

• Open with honesty: Step out of the shadows by sharing your true intentions. This isn’t about counting inheritances or prying—it’s about making sure everyone feels secure and knows where to find important resources.
• Highlight the purpose: Shine a light on the “why”—explain how steps like creating an estate plan honor family wishes and protect legacies. When the reason becomes clear, the fear fades away.
• Prioritize listening: Take off the mask and listen deeply to each person’s feelings and perspectives. Respect their timing and choices; these conversations are theirs to lead.
• Offer practical support: If your family wants guidance, offer to help connect with financial advisors or collect vital documents. Sometimes, simply being there is the magic ingredient.
• Create a path forward: Together, decide what comes next—maybe you’ll schedule time to revisit the topic or explore helpful resources. Shared decisions help everyone feel empowered to face the unknown.

If you’d like to explore these ideas further, remember that these principles apply no matter your role in the conversation. For more details (including tips whether you’re the parent or the child) check out our full guide: https://bit.ly/404nU39

Let’s make this season not just about facing fears, but about building strength, understanding, and lasting confidence side by side.

For important disclosures, visit thrivent.com/social.

10/06/2026

The moves. The partnerships. The growth. We are excited about this season of Dancing with the Stars and proud to see Thrivent sponsor a custom video with past winner Shawn Johnson East and her family. Watch how planning for the people you love takes center stage.

And you can watch Dancing with the Stars live Tuesdays at 8/7c on ABC & Disney+, and next day on Hulu.

This dance showcases how Thrivent can help plan your finances for t...

10/06/2026

Advice to Our Younger Selves

If we could give our younger selves one piece of financial advice, it would be this: start early and stay consistent.

Over the years, we've learned that progress is rarely about perfect timing or chasing the latest trend. More often, many long-term financial goals are pursued through small, intentional decisions repeated over time.

• Invest consistently.
• Avoid unnecessary debt.
• Save for the long term.
• Focus on what you can control.

And perhaps most importantly, remember that money is a tool.

Financial success isn't necessarily about having the most money. It's about using your resources to support the life you want to live, the people you care about, and the goals that matter most to you.

We've also learned that financial planning is about much more than numbers. It's about helping people gain financial clarity, navigate life's transitions, and move forward with greater financial confidence.

The good news? No matter where you are today, it's never too late to take a meaningful next step.

What financial advice would you give your younger self? We'd love to hear it in the comments.

See thrivent.com/social for important disclosures.

10/03/2026

It's officially spooky season and we're celebrating by sharing our Spooky Series.

We'll cover some relevant topics that can give even the best of us a good fright and equip you with some strategies for taking the scare out of each of them.

Stay tuned!

10/01/2026

You all met one of Jake's favorite days of the year (National Bad Dad Joke Day), but did you know that one of Erica's favorites is...

National Pumpkin Spice Day?

That's right. It's time to celebrate the season where we add a little spice to everything: treats, drinks, snacks, and maybe even...social posts ⁠😉.

We hope that you enjoy the season of Pumpkin as much as Erica does!

09/25/2026

As Seasons Shift: Embracing Change Together
The first day of fall brings crisp air, vibrant colors, and a natural reminder that change is not just inevitable—it's beautiful. At Clarity Financial Planning Group, we see parallels between autumn's transformations and our financial journeys.

Just as autumn landscapes evolve into stunning new perspectives, we embrace life changes as opportunities for growth. Whether it's a new job, nearing retirement, or another significant transition, these moments deserve thoughtful financial attention.

Has your life experienced a recent change? Let us know so we can adapt your plan to align with your new season. Your financial strategy should evolve with your life circumstances.

Do you know someone navigating their own season of change? As a service to our valued clients, we offer complimentary consultations with friends and family members experiencing major life transitions. We'll help them explore how to make the most of their new chapter.

Remember, transformation often reveals our most vibrant potential—especially when navigated with financial clarity and purpose.

See thrivent.com/social

09/22/2026

Protecting a Surviving Spouse: Planning for the One Left Behind

Many retirement plans are built around two people, but eventually one spouse may need to navigate important financial decisions on their own.

Along with the emotional impact of losing a loved one, a surviving spouse may also face:

• A reduction in Social Security income
• Potentially higher income tax rates when filing as a single taxpayer
• New responsibilities around finances and investments
• Healthcare and long-term care decisions
• Estate settlement and beneficiary updates

One of the most valuable things couples can do is have conversations before those decisions ever need to be made.

Taking time to review accounts, beneficiary designations, sources of income, and family wishes can help both spouses better understand the financial picture and prepare for future transitions.

Financial planning isn't just about retirement. It's about helping families prepare for life's changes and approach important decisions with greater financial clarity and confidence.

Have you had these conversations with your spouse?

See thrivent.com/social for important disclosures.

09/17/2026

Behind Every Financial Strategy Is a Life Being Lived
Financial planning is about much more than investments, retirement, tax-wise strategies, or estate planning.
At the heart of every conversation is a person, a family, and a unique story.
For some, financial decisions are about spending more time with children and grandchildren. For others, they're about supporting causes they care about, caring for aging parents, enjoying retirement, or thinking about the legacy they hope to leave behind.
Every family's goals, priorities, and circumstances are different, which is why there is rarely a one-size-fits-all approach.
One of the things we enjoy most about our work is getting to know our clients beyond the numbers. Those conversations help us better understand what matters most and guide discussions that can bring greater financial clarity and direction.
Because behind every financial strategy is a life being lived, and that's what makes this work so meaningful.

Financial Advisors cannot provide tax advice or legal advice. Consult your attorney or tax professional.
See thrivent.com/social for important disclosures.

09/14/2026

They came for the ice cream. They stayed for the stickers. 🍦😆

This summer, one of our family Action Teams turned Sunday evenings into a neighborhood ice cream bar. From June through September, friends and neighbors gathered to enjoy a sundae, catch up, and watch the kids disappear into games together.

Somewhere along the way, our family's tradition of secretly sticking stickers on each other turned into a full-blown competition: How many stickers can we get on Jake before he notices?

The answer? More than I care to admit. 😅

They even gave me a nametag that read: "Hi, my name is Mr. Stickers and I by stickers."

What started with a scoop of ice cream became a reminder that building community doesn't have to be complicated. Sometimes it's as simple as showing up, sharing a sundae, and ending the night covered in stickers.

(And yes... there are stickers on my shoes too.)