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


Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.


Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA


On the hunt for a new home? Navigating the housing market can be challenging, but you don't need to do it alone. Let's review your financial goals and priorities and discuss what steps you can take to get where you want to go. For tips on saving and budgeting for a home: https://bit.ly/4lpwyjX

On the hunt for a new home? Navigating the housing market can be challenging, but you don't need to do it alone. Let's review your financial goals and priorities and discuss what steps you can take to get where you want to go. For tips on saving and budgeting for a home: https://bit.ly/4lpwyjX


Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.


Teresa Powell and I (Liberty Team of Thrivent) are spending a few days in Bowling Green, Kentucky, rebuilding houses with Habitat for Humanity as part of a special project partnering with Thrivent. Want to learn more? Visit: https://www.thrivent.com/about-us/membership/habitat-for-humanity#bowling-green-kentucky Disclosures: thrivent.com/social

Teresa Powell and I (Liberty Team of Thrivent) are spending a few days in Bowling Green, Kentucky, rebuilding houses with Habitat for Humanity as part of a special project partnering with Thrivent. Want to learn more? Visit: https://www.thrivent.com/about-us/membership/habitat-for-humanity#bowling-green-kentucky Disclosures: thrivent.com/social


Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.

Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.