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Insights

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

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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🍦 Come get ice cream on us! 🍦 We’re excited to support Palmer Softball this season—and it’s extra special for us since all of Lydia’s girls are playing this year! 🥎💙 On June 10th in Palmer, stop by, grab some ice cream, and cheer on the team! It’s a great way to support the community and enjoy a fun night out! We hope to see you there! #summer2026 #softball #thrivent #livegenerously See thrivent.com/social for important disclosures.

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🍦 Come get ice cream on us! 🍦 We’re excited to support Palmer Softball this season—and it’s extra special for us since all of Lydia’s girls are playing this year! 🥎💙 On June 10th in Palmer, stop by, grab some ice cream, and cheer on the team! It’s a great way to support the community and enjoy a fun night out! We hope to see you there! #summer2026 #softball #thrivent #livegenerously See thrivent.com/social for important disclosures.

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More highlights from May - Lutheran School Field day for Lydia's son Dietrich! Watching him get ready to run the relays was such a good reminder: just show up and give it your best. That lesson doesn’t stop on the track… it’s the same in your financial journey. You don’t have to be perfect—you just have to keep showing up, staying consistent, and doing your best over time. See thrivent.com/social for important disclosures. #May2026 #FinancialJourney #Thrivent

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More highlights from May - Lutheran School Field day for Lydia's son Dietrich! Watching him get ready to run the relays was such a good reminder: just show up and give it your best. That lesson doesn’t stop on the track… it’s the same in your financial journey. You don’t have to be perfect—you just have to keep showing up, staying consistent, and doing your best over time. See thrivent.com/social for important disclosures. #May2026 #FinancialJourney #Thrivent

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How to invest for retirement: Account types & strategic moves

Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:​ ✔️ Portfolio diversification​ ✔️ Understanding your risk tolerance and adjusting over time​ ✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s​ Learn more about investing for retirement. ⬇️

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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Honoring and remembering those who gave their lives in service. Grateful for the Linn American Legion and all who help carry on this meaningful tradition. Thank you to Thrivent members who have used Action Teams to support this service and give back to our community. See thrivent.com/social for important disclosures . #MemorialDay #HonorAndRemember #LandOfTheFree #BecauseOfTheBrave

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Honoring and remembering those who gave their lives in service. Grateful for the Linn American Legion and all who help carry on this meaningful tradition. Thank you to Thrivent members who have used Action Teams to support this service and give back to our community. See thrivent.com/social for important disclosures . #MemorialDay #HonorAndRemember #LandOfTheFree #BecauseOfTheBrave

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We wanted to share more of what’s been going on in May! This month we were grateful to support “Round‑Up Applause: A Spring Recital of Giving” with Jubilate Deo Music Academy (JDMA) at St John Lutheran Church in Palmer, KS by providing snacks and treats after the performances. Kaitie from our office is a student of the academy and her first piano performance! We included a picture of her fan club along with the other students that performed. Admission encouraged spare‑change donations collected to support Swaddling Clothes, a local ministry that helps families by providing items like maternity and baby clothing, diapers, formula, and other essentials. Be on the lookout for their fall recital November 14th, 2026. We hope you can join us for it. See thrivent.com/social for important disclosures.

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We wanted to share more of what’s been going on in May! This month we were grateful to support “Round‑Up Applause: A Spring Recital of Giving” with Jubilate Deo Music Academy (JDMA) at St John Lutheran Church in Palmer, KS by providing snacks and treats after the performances. Kaitie from our office is a student of the academy and her first piano performance! We included a picture of her fan club along with the other students that performed. Admission encouraged spare‑change donations collected to support Swaddling Clothes, a local ministry that helps families by providing items like maternity and baby clothing, diapers, formula, and other essentials. Be on the lookout for their fall recital November 14th, 2026. We hope you can join us for it. See thrivent.com/social for important disclosures.

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May has been busy over here, and we wanted to share what’s been going on! One of our favorite highlights this month: Brick Street Financial had the opportunity to sponsor Ms. Keesecker’s 6th grade class at USD 108 Washington County Schools as their Classroom to Careers sponsor. They stopped by for a tour of the office and got a peek into the day in the life of a financial advisor. Lydia shared what it looks like to serve families and help people work toward their goals, and Kaitie taught a fun lesson on investing and compound interest (because small steps over time can really add up!) 📸 Photos 1 and 2: Students learning in the conference room 📸 Photo 3: Group picture in front of the office We love partnering with our schools and helping students connect classroom learning to real-world careers! See thrivent.com/social for important disclosures.

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May has been busy over here, and we wanted to share what’s been going on! One of our favorite highlights this month: Brick Street Financial had the opportunity to sponsor Ms. Keesecker’s 6th grade class at USD 108 Washington County Schools as their Classroom to Careers sponsor. They stopped by for a tour of the office and got a peek into the day in the life of a financial advisor. Lydia shared what it looks like to serve families and help people work toward their goals, and Kaitie taught a fun lesson on investing and compound interest (because small steps over time can really add up!) 📸 Photos 1 and 2: Students learning in the conference room 📸 Photo 3: Group picture in front of the office We love partnering with our schools and helping students connect classroom learning to real-world careers! See thrivent.com/social for important disclosures.

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Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back. Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit. See thrivent.com/social for important disclosures.

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Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back. Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit. See thrivent.com/social for important disclosures.

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May has been busy, and we’re finally getting a chance to catch up and share what’s been going on! First up—track season coming to a close. Proud of these girls and all they’ve accomplished this season Lorena with her daughters Lorena & Ida More May updates coming soon! See thrivent.com/social for important disclosures.

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May has been busy, and we’re finally getting a chance to catch up and share what’s been going on! First up—track season coming to a close. Proud of these girls and all they’ve accomplished this season Lorena with her daughters Lorena & Ida More May updates coming soon! See thrivent.com/social for important disclosures.

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We are right in the thick of May-hem but want to share this wonderful event happening tomorrow. If you find yourself with an open afternoon, please join us at St John's to enjoy music and treats. #brickstreetfinancialgroup #musicrecital #musiceducation #supportthearts

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We are right in the thick of May-hem but want to share this wonderful event happening tomorrow. If you find yourself with an open afternoon, please join us at St John's to enjoy music and treats. #brickstreetfinancialgroup #musicrecital #musiceducation #supportthearts

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Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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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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