Chip Montgomery, CPA, CRPC, BFA - Thrivent

05/27/2026

When comparing colleges, look at net price (after scholarships and grants), not just the published cost. A realistic view helps you right-size savings, aid and any loans. Want help understanding your budget and options? Let's connect.

See thrivent.com/social for important disclosures.

05/25/2026

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

05/20/2026

Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! I highly recommend taking advantage of this easy way to give back.

Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit.

See thrivent.com/social for important disclosures.

05/13/2026

“In all things I have shown you that by working hard in this way we must help the weak and remember the words of the Lord Jesus, how he himself said, ‘It is more blessed to give than to receive.'” - Acts 20:35

05/06/2026

What are common mistakes people make when investing?​

1️⃣ Lacking diversification​
2️⃣ Trying to time the market​
3️⃣ Investing with your emotions​
4️⃣ Ignoring fees and taxes​

For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s

04/15/2026

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​

Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

You can claim your Social Security retirement benefits as early as age 62. If you have limited retirement savings or more immediate income needs, delaying benefits can feel like a missed opportunity, especially if you're in good health or have other resources available. Here's why it may pay to…

03/25/2026

Calling all Thrivent clients with membership!

If you still have Choice Dollars®️ available from 2025, be sure to direct them by March 31. It’s an incredibly easy way to help give your favorite nonprofit or church a boost. And there are more than 50,000 organizations to choose from.

Log in to direct them now: https://bit.ly/4qccl3a. And feel free to reach out with any questions.

03/18/2026

For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.

Learn more about this recognition: https://bit.ly/4cVuu2j

03/11/2026

Did you know that you can ask Thrivent to support a cause you care about?

Eligible clients can do just that by directing Choice Dollars®️ to their favorite nonprofit or church. It’s quick, easy and impactful. But act fast, because 2025 Choice Dollars must be used by March 31.

Log in to get started: https://bit.ly/4qccl3a

03/04/2026

Roadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇

Wondering if you're saving enough for retirement? Learn how to measure the progress of your saving and make adjustments as needed.