Carlisle Financial Group - Thrivent Financial

10/10/2026

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

10/09/2026

Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.

To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.

Explore whether charitable bunching is right for you. ⬇️

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Discover how charitable bunching can help you make the most of your generosity and unlock valuable tax savings. Learn how this strategy works, who it benefits and how to get started.

10/07/2026

Don’t miss this chance to learn what inflation, interest rates and market swings may mean for the economy and your holiday season outlook. Register now for Thrivent’s live Market & Economic Update on October 13 at 9:30 am Pacific. Save your spot 👉 https://bit.ly/4y7ufIu

No products will be sold. See thrivent.com/social for important disclosures.

10/03/2026

Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals.

See thrivent.com/social for important disclosures.

10/01/2026

What could your future look like with the right plan?

Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.

Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.

See thrivent.com/social for important disclosures.

09/26/2026

Financial confidence starts with a plan.

That's why every Thrivent client's financial plan is built around the financial house framework, which offers a practical way to prioritize what matters, strengthen your financial foundation and adapt as life changes.

Ready to create your own blueprint? Let's connect.

See thrivent.com/social for important disclosures.

09/24/2026

Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​

Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.

Cash value life insurance is permanent life insurance with both a death benefit and cash value that can grow over time. You can tap into this cash value to fund financial goals like retirement, college expenses or buying a home.

09/22/2026

Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how we can help you reach your retirement goals.

See thrivent.com/social for important disclosures.

09/17/2026

Does it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️

Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.

For Millennials in particular, learning how to set financial goals can help reduce stress and make dreams like a first home or saving for retirement possible.

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.