Clarity Financial Planning Group - Thrivent

10/31/2026

Happy Halloween from All of Us! 🎃

As we celebrate this season of tricks, treats, and harvest parties, we wanted to take a moment to wish you and your loved ones a wonderful Halloween!

We're grateful for the opportunity to walk alongside you through all of life's seasons: the joyful celebrations and the more uncertain, even scary times. Being there for you, whether in good times or challenging moments, is what we're here for.

In this season filled with costumes, candy, and community gatherings, we hope you enjoy every moment with family and friends. May your Halloween be filled with laughter, sweet memories, and maybe just the right amount of spooky fun! 👻🍂

Thank you for allowing us to be part of your journey. Wishing you a safe and happy Halloween season!

See thrivent.com/social for important disclosures.

10/29/2026

Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv

10/26/2026

You know something else that's scary? The idea of getting sick or injured.

It's an uncomfortable thing to think about but it is a reality for many people at some point in their working lives.

With open enrollment around the corner, we encourage you to double check your disability coverage. Having coverage AND having the right amount is critical to a solid protection side to your financial plan.

Not sure if you have the right amount of coverage? We're here to help!

Schedule an appointment and we can help you assess. 707-448-8083 or [email protected].
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For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Not only having coverage but having the right amount is critical to a solid protection side to your financial plan.

See thrivent.com/social for important disclosures.

10/24/2026

Help us celebrate Denise’s birthday today! She is such a gift to our team (see what we did there?).

Her quick wit, dedication, and remarkable commitment set her apart, and we’re so thankful she’s a vital part of our team. Denise’s ability to balance work, family, and fun while being an incredible mom to Erica and wife to Paul is truly inspiring.

Here’s to another year filled with laughter, leadership, and unforgettable moments. Wishing you a fantastic birthday, Denise!

10/20/2026

What is identity theft?

Identity theft occurs when someone uses your personally identifying information, like your name, Social Security number or credit card number, without your permission, to commit fraud or other crimes.

Here's a great article on how thieves steal your information, ways to prevent the theft, what to do if it happens to you. https://bit.ly/3YmNUEz

The best defense with identity thieves is a good offense! Check out Thrivent's Member Benefit - Identity Monitoring Protection: https://bit.ly/4dPYUju

10/12/2026

Are the current markets making you wonder how to best navigate your financial strategy?

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.

Oct 13, 2026, 9:30 AM PDT

Register below to attend the event or receive a recording. https://bit.ly/4ATYNzU

No products will be sold.

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.

10/09/2026

Unmasking Family Finances: Sparking Money Talks This Halloween

As autumn settles in and Halloween approaches, it’s the perfect season to unmask family finances and spark meaningful money talks. Just as you might feel a little apprehensive walking through a haunted house in the dark, bringing up financial matters with loved ones can seem intimidating. But beneath the masks of uncertainty, these conversations offer a chance for clarity, confidence, and a stronger family bond.

• Open with honesty: Step out of the shadows by sharing your true intentions. This isn’t about counting inheritances or prying—it’s about making sure everyone feels secure and knows where to find important resources.
• Highlight the purpose: Shine a light on the “why”—explain how steps like creating an estate plan honor family wishes and protect legacies. When the reason becomes clear, the fear fades away.
• Prioritize listening: Take off the mask and listen deeply to each person’s feelings and perspectives. Respect their timing and choices; these conversations are theirs to lead.
• Offer practical support: If your family wants guidance, offer to help connect with financial advisors or collect vital documents. Sometimes, simply being there is the magic ingredient.
• Create a path forward: Together, decide what comes next—maybe you’ll schedule time to revisit the topic or explore helpful resources. Shared decisions help everyone feel empowered to face the unknown.

If you’d like to explore these ideas further, remember that these principles apply no matter your role in the conversation. For more details (including tips whether you’re the parent or the child) check out our full guide: https://bit.ly/404nU39

Let’s make this season not just about facing fears, but about building strength, understanding, and lasting confidence side by side.

For important disclosures, visit thrivent.com/social.

10/06/2026

The moves. The partnerships. The growth. We are excited about this season of Dancing with the Stars and proud to see Thrivent sponsor a custom video with past winner Shawn Johnson East and her family. Watch how planning for the people you love takes center stage.

And you can watch Dancing with the Stars live Tuesdays at 8/7c on ABC & Disney+, and next day on Hulu.

This dance showcases how Thrivent can help plan your finances for t...

10/06/2026

Advice to Our Younger Selves

If we could give our younger selves one piece of financial advice, it would be this: start early and stay consistent.

Over the years, we've learned that progress is rarely about perfect timing or chasing the latest trend. More often, many long-term financial goals are pursued through small, intentional decisions repeated over time.

• Invest consistently.
• Avoid unnecessary debt.
• Save for the long term.
• Focus on what you can control.

And perhaps most importantly, remember that money is a tool.

Financial success isn't necessarily about having the most money. It's about using your resources to support the life you want to live, the people you care about, and the goals that matter most to you.

We've also learned that financial planning is about much more than numbers. It's about helping people gain financial clarity, navigate life's transitions, and move forward with greater financial confidence.

The good news? No matter where you are today, it's never too late to take a meaningful next step.

What financial advice would you give your younger self? We'd love to hear it in the comments.

See thrivent.com/social for important disclosures.

10/03/2026

It's officially spooky season and we're celebrating by sharing our Spooky Series.

We'll cover some relevant topics that can give even the best of us a good fright and equip you with some strategies for taking the scare out of each of them.

Stay tuned!