Carlisle Financial Group - Thrivent Financial

09/02/2026

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind and keep you up at night. Are you doing everything you can to protect your child—and what if there’s more you could do?

08/29/2026

Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN

08/27/2026

We asked. You voted. We listened.

Chosen by our community and inspired by the spirit of living generously, this year's winning T-shirt design is officially here.

Thank you for every vote, comment and show of support.

08/22/2026

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V

Let's chat about all the retirement plan options available to you and find the one that best meets your needs.

08/20/2026

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.

Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.

A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

08/15/2026

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

08/13/2026

Great things grow when a community comes together—and there's still time to make your voice heard.

If you haven't voted for your favorite Live Generously®️ T-shirt design yet, now's your chance.

Cast your vote and help choose the shirt our community will wear with pride.

Vote now before it’s too late: https://bit.ly/4wbZGjK

08/11/2026

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Thrivent Mutual Funds offers 21 actively-managed no load mutual funds, including asset allocation, income plus, equity, and fixed income funds.

08/04/2026

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

07/31/2026

Some annuities provide for inflation-adjusted payments, which can potentially help maintain your financial security during unpredictable times. Explore key details about this type of contract and if it suits your individual needs: https://bit.ly/4oHggWt