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Insights

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

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From getting married to changing careers, the biggest life events often come with the biggest financial decisions. The question isn’t if life will change—it’s whether your plan is ready when it does. Let’s talk about what’s next for you. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeEvents #MoneyMatters #FutureFocused #FinancialConfidence #PlanAhead #WealthPlanning #LifeChanges

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From getting married to changing careers, the biggest life events often come with the biggest financial decisions. The question isn’t if life will change—it’s whether your plan is ready when it does. Let’s talk about what’s next for you. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeEvents #MoneyMatters #FutureFocused #FinancialConfidence #PlanAhead #WealthPlanning #LifeChanges

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Mark your calendar for Shredfest 2026! We'd love to have you. May 29th 11-1 pm Greenville office W6929 Parkview Dr Ste A Greenville 54942 We are partnering with Wisconsin Shredding to help you securely dispose of papers that contain personal and identifiable information. This is a FREE event open to the public. You are allowed up to 3 boxes/bags per person (about 100 lbs.). **The following items cannot be shredded: black butterfly clips, hanging file folders, 3-ring binders, hard drives, magnetic tapes or any plastic items. As part of our event, we will be collecting donations for New London Flood Relief Program. https://newlondonchamber.com/ Feel free to invite anyone you think may be interested in this event. For disclosure information, see thrivent.com/social. No products will be sold. New London Flood Relief Program is not affiliated or endorsed by Thrivent.

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Mark your calendar for Shredfest 2026! We'd love to have you. May 29th 11-1 pm Greenville office W6929 Parkview Dr Ste A Greenville 54942 We are partnering with Wisconsin Shredding to help you securely dispose of papers that contain personal and identifiable information. This is a FREE event open to the public. You are allowed up to 3 boxes/bags per person (about 100 lbs.). **The following items cannot be shredded: black butterfly clips, hanging file folders, 3-ring binders, hard drives, magnetic tapes or any plastic items. As part of our event, we will be collecting donations for New London Flood Relief Program. https://newlondonchamber.com/ Feel free to invite anyone you think may be interested in this event. For disclosure information, see thrivent.com/social. No products will be sold. New London Flood Relief Program is not affiliated or endorsed by Thrivent.

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How to start investing with little money

You 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. ⬇️

When you've been busy with a growing family and financial goals like buying a house or paying down debt, it's understandable that you might have put off...

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If you’ve been looking for a way to give back and get involved, this is it. Apply here to get started: https://bit.ly/3VaPQiF Let’s come together and show what community truly means. 💙 See thrivent.com/social for important disclosures. #CommunityStrong #GiveBack #ServeOthers #MakeADifference #StrongerTogether #SupportLocal #CommunityImpact

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If you’ve been looking for a way to give back and get involved, this is it. Apply here to get started: https://bit.ly/3VaPQiF Let’s come together and show what community truly means. 💙 See thrivent.com/social for important disclosures. #CommunityStrong #GiveBack #ServeOthers #MakeADifference #StrongerTogether #SupportLocal #CommunityImpact

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Our team is ready to help you discover more possibilities, uncover new opportunities, and build a strategy that supports where you want to go next. The future has options… and we love helping you see them. ✨ See thrivent.com/social for additional disclosures. #FutureFocused #MorePossibilities #FinancialPlanningMadeSimple #PrepareToday #SmartMoneyMoves #PlanWithPurpose #NextLevelPlanning #LongTermGoals

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Our team is ready to help you discover more possibilities, uncover new opportunities, and build a strategy that supports where you want to go next. The future has options… and we love helping you see them. ✨ See thrivent.com/social for additional disclosures. #FutureFocused #MorePossibilities #FinancialPlanningMadeSimple #PrepareToday #SmartMoneyMoves #PlanWithPurpose #NextLevelPlanning #LongTermGoals

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Why disability insurance matters & who should get it

Wondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️

Many people think they don't need disability insurance beyond the basic coverage offered by their employer. But it's a safeguard that can protect your family's...

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Retirement, Done Right. https://connect.thrivent.com/badgerland-group See thrivent.com/social for additional disclosures. #RetirementPlanning #IncomeStrategy #FinancialFreedom #RetirementReady #FutureFocused

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Retirement, Done Right. https://connect.thrivent.com/badgerland-group See thrivent.com/social for additional disclosures. #RetirementPlanning #IncomeStrategy #FinancialFreedom #RetirementReady #FutureFocused

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Our work is guided by faith and grounded in the belief that financial planning is about more than numbers—it’s about helping you live the life you’ve been called to live. If you’re looking for guidance rooted in purpose, we'd love to connect. See thrivent.com/social for important disclosures #FaithAndFinance #FinancialPlanning #LiveWithPurpose #GenerosityMatters #FamilyAndFaith #FinancialWellness

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Our work is guided by faith and grounded in the belief that financial planning is about more than numbers—it’s about helping you live the life you’ve been called to live. If you’re looking for guidance rooted in purpose, we'd love to connect. See thrivent.com/social for important disclosures #FaithAndFinance #FinancialPlanning #LiveWithPurpose #GenerosityMatters #FamilyAndFaith #FinancialWellness

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What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more...

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You can start Social Security as early as 62—but that doesn’t mean it’s always the right move. In some cases, taking it early can provide immediate income, help pay down debt, or give you flexibility to let other investments grow. But every decision comes with trade-offs. We help our clients walk through the “why” behind their decision—so it aligns with their goals, their lifestyle, and their long-term plan. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #SocialSecurity #RetirementPlanning #FinancialClarity #IncomePlanning #PlanWithPurpose #FinancialConfidence #KnowYourOptions

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You can start Social Security as early as 62—but that doesn’t mean it’s always the right move. In some cases, taking it early can provide immediate income, help pay down debt, or give you flexibility to let other investments grow. But every decision comes with trade-offs. We help our clients walk through the “why” behind their decision—so it aligns with their goals, their lifestyle, and their long-term plan. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #SocialSecurity #RetirementPlanning #FinancialClarity #IncomePlanning #PlanWithPurpose #FinancialConfidence #KnowYourOptions

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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