Wellspring Advisor Group - Thrivent

10/16/2026

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and how they can help you support the causes you care about in a tax-efficient way.

10/08/2026

Celebrate the season with Rend Collective’s joyful, Irish-inspired sound on Saturday, December 12, 2026. Dessert reception begins at 5:30 p.m., doors open at 6:30 p.m., and the concert starts at 7:00 p.m. In lieu of the price of tickets, support Coated In Love with a financial gift or a new adult coat, hat, gloves or boots. Donations will help families in need through the 3000 Acts of Kindness event.

RSVP by emailing [email protected]. Tickets are limited and will be distributed on a first come first serve basis.

No products will be sold. For additional disclosures, see thrivent.com/social.

09/28/2026

It’s important to remember that FAFSA must be submitted every year you want aid (grants, loans or work study). Mark your calendar well in advance and complete your application as soon as possible—some financial aid is first come, first served. Typically, the applications open on Oct. 1 for the next school year. Check here for dates and application info: https://bit.ly/4kxTLkO

09/25/2026

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…

09/22/2026

Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️

Taxes may not be the most exciting aspect of investing, but it's important to understand the basics of how they impact your investment income.

09/16/2026

Turn time at home into something that helps communities around the world. With a hands-on service project delivered right to your door, you can build something meaningful while spending time with the people who matter most.

Thrivent Cause Kit™️ makes it easy to get started with a ready-to-use service project that includes everything you need to assemble water filters or solar lights that support communities around the world. Learn more: https://bit.ly/43DWul4

09/14/2026

This beginner-friendly guide breaks down the components that can make up your portfolio like stocks, bonds, ETFs and more: https://bit.ly/4xlH3vs
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And if you want to talk one-on-one about creating an investment portfolio that fits with your goals and risk tolerance, let’s chat.

09/11/2026

"I have told you these things, so that in me you may have peace. In this world you will have trouble. But take heart! I have overcome the world." - John 16:33

09/08/2026

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.

09/04/2026

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