Stephanie Colgate-Thrivent

08/26/2026

Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

08/20/2026

From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn

06/30/2026

The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.

Here’s how to approach these conversations with empathy and clarity. ⬇️

see thrivent.com/social for important disclosures.

06/25/2026

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

No one plans to get sick or injured to the point where they cannot work—but it happens. And while many employers offer short- and long-term disability coverage to provide financial assistance during a period of disability, these benefits typically only cover a percentage of your income, not the…

06/17/2026

Working toward financial wellness is worth your time. The benefits extend far beyond just financial. Which of these would have the greatest impact on your life?

06/09/2026

👉 “My kids will figure it out after I’m gone.”

This is a common sentiment—and one of the most avoidable estate planning mistakes.

A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love.

If you have questions or need help getting started, please get in touch.

See thrivent.com/social for important disclosures.

06/02/2026

Sometimes the direction you're going matters more than how quickly you get there.​​

As author and financial expert Sahil Bloom pointed out in an interview with Bjorn Larson, Thrivent's Director of Financial Education, knowing what your real priorities are in life makes all the difference in your financial plan.​ When clear priorities guide your financial decisions, you can pursue your goals more efficiently.​

Watch the full interview with Sahil to unlock helpful ways to set your goals and use money as a tool for purpose and happiness: https://bit.ly/3RPjcE5

See thrivent.com/social for important disclosures.

05/28/2026

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇

Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.

This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt

Let’s review your strategy together and make sure your investments support your next chapter.

05/25/2026

To all who served and sacrificed for our freedom, thank you.

05/20/2026

Little eyes are always watching—especially when it comes to money. The way we manage and talk about money shapes our kids long before they earn their first dollar.

Try modeling these simple habits to help them build a healthy relationship with money:
⭐ Avoid speaking about money with stress or shame
⭐ Narrate your choices (“We’re saving for X, so we’re skipping Y today”)
⭐ Keep a visible savings routine
⭐ Use positive language around budgeting and planning