Mengel Morse and Associates

09/07/2026

Wishing you and your loved ones a safe and relaxing Labor Day.

09/04/2026

Building a strong foundation and having confidence when life doesn’t go as- planned. Hear how this family sets themselves up for success:

Thrivent clients work to get their financial—and personal—house in order.

09/02/2026

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

08/30/2026

Celebrate National Beach Day at your favorite spot!🏖️

08/24/2026

Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.

See thrivent.com/social for important disclosures.

08/21/2026

⭐First Job Friday⭐

We asked everyone on the Mengel Morse and Associates team where they got their start. Here are some of their answers!

What was your first job?

08/18/2026

There's still space available at our online August 20th workshop on the Five Phases of an IRA. Learn how the 5 phases of an IRA relate to stages of your retirement. Register today: https://bit.ly/IRAMMA
No products will be sold. 27764-13M N1-24

08/18/2026

Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of your wealth. Join us to learn more at our online workshop, the Five Phases of an IRA, Thursday, August 20 at 7pm EST. Sign up today: https://bit.ly/IRAMMA
No products will be sold. 27764-13M N1-24

08/17/2026

❤️ Nonprofit Day ❤️

Today is a celebration of the organizations that create meaningful impact in our communities — and the families who support them.

For many of the families we work with, giving isn’t just an obligation — it’s an intentional part of their financial life and legacy. When approached thoughtfully, charitable planning can:
✔️ Align giving with personal values and family priorities
✔️ Create tax-efficient opportunities through strategies like donor-advised funds
✔️ Involve the next generation in philanthropy and decision-making
✔️ Extend your impact well beyond today

Because true wealth isn’t just what you build — it’s what you give forward.

👉 Today’s reminder: Take a moment to reflect on the causes that matter most to you and how your giving can continue to make a meaningful difference.



See thrivent.com/social for important disclosures.

08/14/2026

⭐First Job Friday⭐

We asked everyone on the Mengel Morse and Associates team where they got their start. Here are some of their answers!