David Thiel - Thrivent

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

If you didn’t contribute to Social Security, there are still ways to help ensure you have enough to last you through retirement. Together, we can review your financial plan and discuss ways you can create additional income streams in retirement to supplement your savings.​

See thrivent.com/social for important disclosures.

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

Smart business owners see the value in creating a thoughtful succession plan. Discover more here: https://bit.ly/44rq2mF

Is a Solo 401(k) or SEP IRA the better fit for you as a business owner? It depends on your priorities: higher contribution limits and flexibility or simple administration and ease of use. Go deeper here: https://bit.ly/4gR8mrN

Unsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.

Supplemental disability insurance: What it is and when you need it No one plans to get sick or injured to the point where they cannot work—but it happens. And while many employers offer short- and long-term disability coverage to provide financial assistance during a period of disability, these benefits typically only cover a percentage of your income, not the…

You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

August 2026 Market Update: Strong economy, higher yields Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open.

Not sure if you should apply? I'm here to review your financial situation with you before deadlines hit.

For more information on FAFSA: studentaid.gov

See thrivent.com/social for important disclosures.

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 ⬇️

The great wealth transfer: What baby boomers need to know Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.