Had a fantastic time at the Together SC Development Peer Network Symposium! We’re grateful for the opportunity to partner with and support the incredible nonprofits serving our community every day.
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
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.
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
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
Women, Wealth & Wisdom - Columbia, SCMost women I talk to don’t want more financial information…
they just want to feel more confident and clear about their decisions.
That’s exactly why I’m hosting Women, Wealth & Wisdom here in Columbia.
This is not a sales event.
It’s a relaxed, welcoming evening focused on:
• Real-life financial insights that actually apply
• Feeling more in control of your money
• Simple, practical next steps you can use right away
Plus—we’ll have dinner provided, so you can just show up, connect, and enjoy the conversation.
If this sounds like something you’ve been needing (or a friend has), I’d love to have you there.
👉 Save your seat here: https://www.eventbrite.com/e/women-wealth-wisdom-columbia-sc-tickets-1990995184192?aff=FAemail
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?
1️⃣ Lacking diversification
2️⃣ Trying to time the market
3️⃣ Investing with your emotions
4️⃣ Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider. 👇
Covenant Baptist Church Operation Inasmuch 2026
Had the best time serving at Operation Inasmuch this morning—making drinks and handing out goody boxes to students preparing for exams. 💛
So grateful to be part of a church that truly loves and serves its community!
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
2026 IRA contribution deadline: There's still time to maximize your savingsApril 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️
What Today’s Savvy Donors Wish You Knew About Planning Their Gifts - Together SCWhat Today’s Savvy Donors Wish You Knew About Planning Their Gifts explores how modern donors think about giving and the interaction between their other financial goals and tax exposure. This session highlights practical strategies—beyond cash—that can help donors give more effectively while strengthening long‑term relationships with your organization.
Thursday, April 30, 2026 10:00 AM - 11:00 AM (EDT)
Join Us Virtually
Register: https://www.togethersc.org/events/what-todays-savvy-donors-wish-you-knew-about-planning-their-gifts
Enjoyed a beautiful day celebrating Pi Day and our Thrivent members at Thrivent Day at Riverbanks Zoo! 🐘🌿
Grateful for the chance to connect, laugh, and spend time with such an incredible community. Days like this remind me how special it is to serve members who truly live out their values and make our communities stronger. ✨
“Aid layering” is a spending strategy that can help you understand which funding sources to prioritize as you pay for college. This strategy suggests spending awards first and reaching for loans last—because a dollar borrowed is a dollar (+interest) that needs to be repaid. Here’s a snapshot of the spending order:
1️⃣ Need-based aid
2️⃣ Merit and other scholarships
3️⃣ 529 plans and savings
4️⃣ Household cash flow
5️⃣ Student loans
You can discover more tips for prioritizing and planning for college costs here: https://bit.ly/4rS1sVv
Spending the day in my hometown of Oconee County with the local Department of Social Services staff presenting on Financial Foundations. Grateful for the chance to encourage a group of people who spend their days pouring into others. Praying today’s sessions are a blessing to them and the important work they do in our community. 🙏
How to know if you're saving enough for retirementRoadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇
From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn
Financial literacy for teens: 6 lessons about money managementOne of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
Spent this week attending a business development conference and walked away feeling inspired, encouraged, and full of new ideas. I’m so grateful for the opportunity to learn from industry leaders, connect with fellow professionals, and reflect on ways to continue growing—both personally and professionally. Always thankful for opportunities that help me better serve my clients and community. 💙
Feeling very grateful to be invited to the Safe Space Supporter Appreciation Dinner tonight. It was an honor to be among so many individuals and organizations with huge hearts, giving back to the community in meaningful ways. Thank you, Safe Space Dinners, for all that you do! 💜
