Shields Cattau Financial Group

09/26/2026

"He is before all things, and in him all things hold together." - Colossians 1:17

09/21/2026

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

09/19/2026

"Peace I leave with you; my peace I give you. I do not give to you as the world gives. Do not let your hearts be troubled and do not be afraid." - John 14:27

09/17/2026

When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk

09/15/2026

Feel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.

Taking the time to create a financial plan offers a roadmap for reaching your financial goals—emotional and financial. Learn how a financial plan helps organize income, savings, investments and insurance to balance your priorities for the future.

09/13/2026

For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.

Learn more about this recognition: https://bit.ly/4cVuu2j

09/12/2026

"Do everything in love." - 1 Corinthians 16:14

09/11/2026

Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

09/10/2026

Markets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️

U.S. economy continues to grow at a healthy rate, but key risks remain for investors.

09/09/2026

Ready to level up your investing knowledge? Start with these 3 articles:​
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1) How inflation impacts investments: https://bit.ly/4e0pR7i​
2) Investing in volatile markets: https://bit.ly/4efTwZ0
3) Strategic asset allocation: https://bit.ly/4e4Wcdh