Retirement planning isn’t just about how much you save - it’s also about how your income may be taxed.
Brandon is passionate about helping clients be strategic and tax‑efficient with their retirement income, so there are fewer surprises and more confidence along the way.
With the right guidance today, peace of mind tomorrow becomes much more achievable. We’re always happy to be a resource; contact our office to learn more.
Disclosures: thrivent.com/social
1st Quarter 2026 Market Review: Geopolitics takes center stageQ1 reminded investors that markets don’t move in straight lines. Thrivent's Q1 2026 Market Review highlights increased volatility in stocks, growth in small-cap and value stocks and that bonds faced pressure as yields moved higher.
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
If you’re hoping to retire in the next 5 - 10 years, these are worth thinking about:
1️⃣ Do I know where my retirement income will come from?
2️⃣ Do I understand how taxes will affect my withdrawals?
3️⃣ Do I know what happens if the market drops early in retirement?
If you’re unsure about even one of these, that’s very common. These are exactly the kinds of conversations Brandon helps clients work through so retirement can feel clearer and more confident. You shouldn’t have to navigate this on your own.
See thrivent.com/social for important disclosures.
You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises.
See thrivent.com/social for important disclosures.
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. ⬇️
February 2026 Market Update: Stocks rose and broadenedInternational equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️
We plan vacations. We plan birthdays. But planning for our own future? That often gets pushed aside.
For some, retirement feels like it’s coming up fast. For others, it still seems far away.
Maybe you and your partner talk about “someday,” but it always feels like a distant milestone. Or maybe you’re in your 50s, wondering what your number is - the point where you can confidently say goodbye to full‑time work.
No matter where you are on that spectrum, we’re here to help.
There’s nothing we enjoy more than sitting down with families, learning about your goals, and helping you get your financial ducks in a row so you can retire with confidence.
Talking with your parents about their wishes can be tough, but those conversations matter more than ever. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.
Here’s how to approach these conversations with empathy and clarity. ⬇️
see thrivent.com/social for important disclosures.
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
Learn why Thrivent Chief Financial & Investment Officer David Royal believes more episodic volatility may be on the horizon for the markets in Q4 of 2025: https://bit.ly/4oiDWPy
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Social Security Fairness Act: How the WEP & GPO repeal may affect your benefitsEarlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments.
Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.
As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54
December 2024 Market Update: Stocks keep rollingLearn how markets evaluated the presidential election results in Thrivent Asset Management’s December 2024 Market Update.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?
Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.
See thrivent.com/social for important disclosures.
