The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
See thrivent.com/social for important disclosures.
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.
Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
Saving for retirement? Here’s something to consider: different accounts come with different tax implications.
By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).
Get in touch to discuss the right approach for your unique situation.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner.
🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow.
Get in touch if you’d like to talk through how to incorporate these into your overall financial plan.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.
The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
What you need to know about legacy planning & how to get startedWhy is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓
2026 Social Security COLA increase: What future retirees should knowYou may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.
Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.
Learn more about your options: https://bit.ly/3VZ6FNl
Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned.
See thrivent.com/social for important disclosures.
