Western Reserve Financial Associates - Thrivent

09/01/2026

🛡️ Life Insurance Awareness Month

September is a meaningful reminder that planning ahead can help protect the people and future that matter most. Take some time this month to review your coverage and consider how it can support the life you’re building and the people you care about.

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08/31/2026

📚 Back-to-school season is the perfect time to make a difference!

From collecting school supplies to supporting local teachers and helping families prepare for the new school year, even small acts of generosity can have a lasting impact.

Put by leading a ! Find inspiration, resources, and everything you need to bring your next community project to life on the Thrivent Action Teams Hub: https://bit.ly/42ms9o4 💙

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08/28/2026

What kind of legacy do you hope to leave?

Your legacy isn't defined by what you leave behind—it's the impact you make every day.

This August, take a moment to review your estate plan, beneficiary designations, and long-term goals. A few simple updates today can help ensure your wishes are reflected for the future.



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08/26/2026

At Western Reserve Financial Associates, we're here to help you understand how a Section 530A (Trump) Account—along with other savings strategies—may fit into your family's financial goals.
Reach out today to start the conversation.

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Section 530A accounts (also called Trump Accounts) are new tax-advantaged investment accounts for children. Learn how they work and how saving early supports your child's financial future.

08/24/2026

Retirement is a new beginning—not just an ending.

The transition into retirement brings exciting opportunities and important decisions.
From creating an income strategy to planning for healthcare, Social Security, and the lifestyle you hope to enjoy, thoughtful preparation can help you feel ready for what’s ahead.

Contact our office today to discuss your retirement goals and explore a strategy designed around the future you’re working toward.

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08/21/2026

Have you created a will—or reviewed it recently?

August is Make-A-Will Month, making it a great reminder to ensure your wishes reflect your life today.

Creating a will isn't just about your assets—it's about helping provide clarity for the people you care about most.

If your family, finances, or goals have changed over the years, it may be time to revisit your estate plan. A little planning today can make a meaningful difference for your loved ones tomorrow.

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08/19/2026

Every season of life brings new goals. Is your plan ready?

Life is constantly evolving—new opportunities, new priorities, and new milestones can shape the future you envision.

The halfway point of the year is a great time to pause and reflect on whether your financial plan still aligns with what matters most.

Consider reviewing:
✓ Retirement savings progress
✓ Beneficiary designations
✓ Upcoming life changes or expenses
✓ Long-term goals and priorities

A thoughtful mid-year check-in can help ensure your financial strategy continues to support the life you’re building.

For disclosure information, see Thrivent.com/social.

08/17/2026

What if your financial plan could reflect not only what you have—but what matters most to you?

In recognition of National Nonprofit Day, it's worth taking a moment to consider the causes, organizations, and communities that have shaped your life.

Whether charitable giving is already part of your financial plan or something you'd like to consider in the future, thoughtful planning can help align your financial decisions with the impact you hope to make.

After all, some of life's greatest returns aren't measured by dollars—they're measured by the lives we touch.

For disclosure information, see Thrivent.com/social.

08/14/2026

What causes are closest to your heart?

The way we use our resources says a lot about what matters most to us.

Whether it's supporting a local organization, giving back to your community, or helping create opportunities for future generations, charitable giving can be a meaningful part of your financial plan.

As National Nonprofit Day approaches, take a moment to reflect on the impact you'd like to make—not just today, but for years to come.

For disclosure information, see Thrivent.com/social.

08/12/2026

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. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.