Capitol Region Group - Thrivent

09/03/2026

Every season of life brings new goals. Is your plan ready?

Life is constantly evolving—new opportunities, new priorities, and new milestones can shape the future you envision.

The halfway point of the year is a great time to pause and reflect on whether your financial plan still aligns with what matters most.

Consider reviewing:
✓ Retirement savings progress
✓ Beneficiary designations
✓ Upcoming life changes or expenses
✓ Long-term goals and priorities

A thoughtful mid-year check-in can help ensure your financial strategy continues to support the life you’re building.

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09/02/2026

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09/01/2026

🛡️ Life Insurance Awareness Month

September is a meaningful reminder that planning ahead can help protect the people and future that matter most. Take some time this month to review your coverage and consider how it can support the life you’re building and the people you care about.

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08/31/2026

What kind of legacy do you hope to leave?

Your legacy isn't defined by what you leave behind—it's the impact you make every day.

This August, take a moment to review your estate plan, beneficiary designations, and long-term goals. A few simple updates today can help ensure your wishes are reflected for the future.



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08/28/2026

📚 Back-to-school season is the perfect time to make a difference!

From collecting school supplies to supporting local teachers and helping families prepare for the new school year, even small acts of generosity can have a lasting impact.

Put by leading a ! Find inspiration, resources, and everything you need to bring your next community project to life on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 💙

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08/27/2026

At the Capitol Region Group , we're here to help you understand how a Section 530A (Trump) Account—along with other savings strategies—may fit into your family's financial goals. Reach out today to start the conversation.

For disclosure information, see Thrivent.com/social.

Section 530A accounts (also called Trump Accounts) are new tax-advantaged investment accounts for children. Learn how they work and how saving early supports your child's financial future.

08/27/2026

While Thrivent does not provide specific tax advice, we can partner with you and your tax professional. For additional disclosure information, see Thrivent.com/social.

08/25/2026

A Beautiful Afternoon on Boston Harbor ⚓

Guests joined Sam Chang of the Capitol Region Group aboard the Northern Lights for a Sunday brunch cruise featuring beautiful waterfront views, delicious food, and great conversation.

We’re grateful to everyone who joined us and helped make the afternoon so memorable. Thank you for spending the day with us—we hope you enjoyed it as much as we did!

08/24/2026

New backpacks, new classrooms, new opportunities. 🎒📚

As a new school year begins, it’s also a great time to think about the future beyond the classroom.

A 529 savings plan can help families prepare for future education goals with potential tax advantages, flexibility, and a dedicated way to save for the opportunities ahead.

Small steps today can help create a brighter tomorrow.

For disclosure information, see Thrivent.com/social. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing.

529 plans are still the gold standard for saving for college, especially for affluent families, though they are most effective when combined with other financial tools for a comprehensive strategy.

08/21/2026

"Finish the week strong by investing in your future, one thoughtful decision at a time."