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
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
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
Time to connect.
📱(410) 256-6411
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When you’re ready, I'm here to help you take the next step.
#FinancialWellness #FaithAndFinance #FuturePlanning
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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.
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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
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.
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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
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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
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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.
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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
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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.
Ready for a new chapter in your career? If you’ve been successful connecting with people, earning trust and delivering results, you may be a great fit for our team.
As a Thrivent financial advisor, you’ll have the opportunity to:
✔️ Help clients gain financial clarity and confidence
✔️ Grow with rewarding pay and ongoing support
✔️ Shape a career where your skills create
lasting impact
Learn more about our financial advisor paths: thriventcareers.com/4oDKg4q
Time to connect!
📱(410) 256-6411
#FaithAndFinance #RetirementWithPurpose #Stewardship
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These small steps can prevent family conflict and help you receive care aligned with your values.
It’s never too early — or too simple — to plan ahead. 🌟
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#FinancialPlanning #EstateStrategy #LegacyMatters #FinancialConfidence
November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
Having a plan for where your income goes (and how it grows) means fewer “uh-oh” moments and more “ahh, we’ve got this” moments. Let’s make sure your hard-earned cash is working as hard as you do!
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#IncomePlanning #MoneyGrowsWithYou #PlanWisely #FinancialConfidence #SmartMoneyMoves
Ready to live your best life? Whether you are starting your journey or searching for more in-depth answers, I am eager to understand you and learn about your aspirations. Together, we can create a tailored plan that aligns perfectly with your needs.
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Let’s design a plan that reflects both.
#LegacyOfFaith #EstatePlanning #LiveGenerously
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From life and disability protection to long-term care and retirement income planning, I’ll help you prepare for every chapter with confidence.
Because protecting your loved ones is one of the most generous things you can do. 💛
#LifeInsurance #FinancialProtection #FaithAndFinances #RetirementPlanning #LiveGenerously
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
