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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the...

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There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

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There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

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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.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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Supplemental disability insurance: What it is and when you need it

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.

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...

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Weathering Life’s Storms – With a Plan This weekend, my wife and I hit the golf course expecting at least glimpses of sun and smooth play. But as life often goes, the weather had other plans. Out of nowhere, heavy wind gusts and scattered mist rolled in—nothing like what the forecast promised. Navigating the course became a little more challenging… but because we came prepared—with the right gear and the right mindset—we still had a great time and made the most of it. Life works much the same way. We can’t always predict what’s ahead—whether it's an unexpected expense, a job loss, health challenges, or even the unthinkable. We may not have a crystal ball, but we can have a plan. Having a solid financial foundation—and someone to walk with you through the unexpected—can make all the difference when life throws you a curveball. If you’ve been thinking about your financial future, or just want to feel more confident about where you stand, I’d love to help you build a plan that’s ready for whatever lies ahead.

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Weathering Life’s Storms – With a Plan This weekend, my wife and I hit the golf course expecting at least glimpses of sun and smooth play. But as life often goes, the weather had other plans. Out of nowhere, heavy wind gusts and scattered mist rolled in—nothing like what the forecast promised. Navigating the course became a little more challenging… but because we came prepared—with the right gear and the right mindset—we still had a great time and made the most of it. Life works much the same way. We can’t always predict what’s ahead—whether it's an unexpected expense, a job loss, health challenges, or even the unthinkable. We may not have a crystal ball, but we can have a plan. Having a solid financial foundation—and someone to walk with you through the unexpected—can make all the difference when life throws you a curveball. If you’ve been thinking about your financial future, or just want to feel more confident about where you stand, I’d love to help you build a plan that’s ready for whatever lies ahead.

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Budgeting 101: Definition, purpose & types

Your budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.

Setting a budget can be a powerful tool to help you align everyday money decisions with your values. It can help you spend, save, invest and give without much...

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Do you have a heart for service and want a job where you can help make a difference in people’s lives? Thrivent financial advisors make an impact by providing expert financial advice to clients that helps them reach their goals, while being as generous as they can. Learn more about this lucrative career opportunity: thriventcareers.com/4iMM2wI

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Do you have a heart for service and want a job where you can help make a difference in people’s lives? Thrivent financial advisors make an impact by providing expert financial advice to clients that helps them reach their goals, while being as generous as they can. Learn more about this lucrative career opportunity: thriventcareers.com/4iMM2wI

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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This photo of my dad and son isn't just a snapshot—it's a reminder of the love, lessons, and legacy passed down through generations. It's about more than just money; it's about the values and memories we share. One of the most meaningful things we can do is show up—for life's big moments, for everyday experiences, and to create lasting memories. That's why I do what I do—helping families plan for the future and ensure their legacy reflects their values and supports those they care about. Whether it's passing on wealth to kids or grandkids, setting up scholarships, or supporting causes close to your heart, I'm here to help you create a plan that lasts. 💬 What will your legacy be? Do you feel confident in your plan to pass it down? Let me know how I can support you. #FamilyFirst #Showingup #FinancialLegacy #GenerationalWealth #FinancialPlanning #GrandRapids #FinancialAdvisor #LegacyBuilding See thrivent.com/social for important disclosures.

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This photo of my dad and son isn't just a snapshot—it's a reminder of the love, lessons, and legacy passed down through generations. It's about more than just money; it's about the values and memories we share. One of the most meaningful things we can do is show up—for life's big moments, for everyday experiences, and to create lasting memories. That's why I do what I do—helping families plan for the future and ensure their legacy reflects their values and supports those they care about. Whether it's passing on wealth to kids or grandkids, setting up scholarships, or supporting causes close to your heart, I'm here to help you create a plan that lasts. 💬 What will your legacy be? Do you feel confident in your plan to pass it down? Let me know how I can support you. #FamilyFirst #Showingup #FinancialLegacy #GenerationalWealth #FinancialPlanning #GrandRapids #FinancialAdvisor #LegacyBuilding See thrivent.com/social for important disclosures.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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