Insights

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Round 2 of supporting Good Samaritan Services and their mission to help others. Our team had a great time at the Phoenixville Bed Races as the “Party Animals” from Thrivent! It is truly great to see a community come together in creative ways to raise funds and awareness for organizations that bring so much hope and joy to others. Awesome times with awesome people!
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Round 1 of supporting Good Samaritan Services and their mission to bring hope and stable housing to those in need. It was a great time encouraging the runners and four legged friends with treats and hydration at the Howler 5K this past Saturday! Looking forward to Round 2 this weekend at the Phoenixville Bed Races!
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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
5 financial risks (and how to adapt your financial plan)
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
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Planning for the unexpected isn't easy, but it's essential. Disability income insurance offers protection against income loss due to unforeseen health issues, helping ensure your family's needs are met. Discover more on how disability income insurance works >> https://bit.ly/4cV6v1g
Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I 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.
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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
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Coatesville Teachers! You are appreciated, valued, and absolutely amazing. Let's celebrate you! Check out the event details and RSVP for our Teacher Appreciation Happy Hour!
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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
Market uncertainty: Tariffs and economic policy drive volatility
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.
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Proud to be supporting this awesome organization focused on keeping our youth outside and active! Still time to join in on the fun!
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It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​ 1️⃣ What are you investing for?​ 2️⃣ What is your time horizon?​ 3️⃣ What is your risk tolerance?​ If you’re looking for a professional to help you with your investing strategy, let’s talk.​ See thrivent.com/social for important disclosures.​
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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.
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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.
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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?
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Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA
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Happy New Year! Wishing your family a very blessed 2025.
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Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. 🎄
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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.