Insights

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No need to strategize alone. 📱(410) 256-6411 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
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When I’m not serving my members, you’ll often find me enjoying the outdoors—camping, traveling, or visiting art museums and shows with my daughter, Sara. I’ve been married to my husband, George, for 36 years and have been a member of St. Paul’s Evangelical Lutheran Church in Lutherville, MD for over 20 years. Faith, family, and community are at the heart of everything I do. For disclosure information, see thrivent.com/social. #FaithFamilyCommunity #LifeBeyondWork #GratefulHeart #CommunityMatters #WorkWithPurpose #LiveWell
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An annuity is a contract with an insurance company that can help your savings grow tax-deferred and later provide income during retirement. Depending on your goals, annuities can offer: • Fixed or market-linked growth options • Flexible payout timing • Income designed to supplement Social Security and other savings They’re not a one-size-fits-all solution — but when used thoughtfully, annuities can play an important role in a broader retirement income plan. Education is the first step toward confident planning. #FinancialEducation #RetirementIncome #AnnuitiesExplained #SmartPlanning For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
2026 Market Outlook: A return to normal?
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
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Values-Based Financial Guidance. https://connect.thrivent.com/beth-tweed For disclosure information, see thrivent.com/social. #FaithAndFinance #ValuesBased #Stewardship #LiveGenerously #CommunityFocused
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For more than two decades, I’ve had the privilege of leading a faith-based financial practice focused on helping people find clarity and confidence. Life’s financial journey looks different for everyone, and my passion is empowering those I work with to navigate life’s ups and downs while building financial security for today and the future. Through a holistic approach, I help families be wise with money so they can live generously and with purpose. 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 #FaithBased #FinancialGuidance #PurposeDriven #FinancialConfidence #HolisticPlanning #LiveGenerously #FinancialWellbeing
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As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career. If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding. Explore our career paths: thriventcareers.com/4pP2CA6
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🛡️ Life changes like buying a home, starting a family, or retiring mean it’s time for a review. Let’s make sure you’re protected where it matters most. 📲(410) 256-6411 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.
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As the year comes to a close, now is a good time to review how this deduction may apply to your situation and ensure it’s reflected in your year-end and tax planning strategy. #YearEndPlanning #RetirementPlanning #SeniorTaxBenefits #2025Taxes #FinancialPlanning For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
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For seasoned sales and financial professionals ready for a new chapter, Thrivent offers a place where your experience becomes the foundation for bigger possibilities. Whether you’re building a team or advancing as a financial advisor, you’ll have the tools and support to grow in a meaningful career. Take the next step in your career journey: thriventcareers.com/3MaLxlM
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Time to connect. 📱(410) 256-6411 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
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Your goals. Your story. Your plan—guided together. #FinancialJourney #PlanForTomorrow #MoneyMindset For additional disclosure, see thrivent.com/social
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When you’re ready, I'm here to help you take the next step. #FinancialWellness #FaithAndFinance #FuturePlanning For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once. Relieve the pressure with a financial plan that helps you: ✅ Prioritize what matters most ✅ Ease the stress of competing demands ✅ Not lose track of your goals Let’s connect to create a financial plan that supports you—and those who depend on you. See thrivent.com/social for important disclosures
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We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day. Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP
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Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities. 👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish. See thrivent.com/social for important disclosures.
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✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments. ✅ HSA: Confirm you’ve taken advantage of your HSA. Reach out if you’d like guidance on other year-end financial strategies. (410) 256-6411 See thrivent.com/social for important disclosures. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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Ultimately, my approach to creating goals is rooted in using wealth to serve others and support personal and family needs with purpose. #FinancialPlanning #PurposeDriven #ClientFocused For disclosure information, see thrivent.com/social.
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The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.
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Because a well-planned retirement isn’t just about what you’ve earned — it’s about what you get to keep. 💡 #RetirementPlanning #TaxEfficientStrategies #FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning #RetiredLife For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.