News and Insights
Money is more than numbers. It’s the life you’re building.
Every small step you take today adds up to something meaningful tomorrow. Whether you’re saving, paying down debt, investing, or simply learning more—you’re moving forward, and that matters.
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#ProgressNotPerfection #FinancialConfidence #MoneyWithPurpose #FinancialWellbeing
Time to connect with our team!
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Talking about money with your partner isn’t always easy—but it’s one of the most important conversations you can have. Open communication helps you understand each other’s priorities, decide whether joint or separate accounts make sense, and work toward shared financial goals together.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #MoneyAndRelationships #FinancialCommunication #CouplesFinance #SharedGoals #FinancialPlanning #HealthyMoney
Such a great habit!
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Touchdown for a great cause! 🏈🐾
Ben hosted his annual Action Team Super Bowl fundraiser to raise money and collect much-needed items for the rescue Ben adopted their dog from — JR’s Pups n Stuff.
It took a little food bribery 🍪 to get her to sit still for the photo… but totally worth it. 😂📸
#ActionTeam #SuperBowlForACause #RescueDogLove #JRsPupsNStuff #GivingBack #CommunitySupport #AdoptDontShop #PuppyPower
See thrivent.com/social for additional disclosures. No products will be sold. JR’s Pups n Stuff is not affiliated or endorsed by Thrivent.
One of Phil’s favorite conversations with clients is about income tax efficiency and retirement income distribution planning. It’s not just about how much you’ve saved—it’s about how you take income in a way that supports your lifestyle while being mindful of taxes.
When these two pieces work together, they can bring greater clarity, confidence, and long-term sustainability in retirement. For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. #MeetOurTeam #RetirementIncome #TaxEfficientPlanning #IncomeDistribution #FinancialPlanning #SmartRetirement #AdvisorInsights
Estate planning is not determined by age; it’s all about being prepared. We collaborate with your attorney so that your estate plan aligns seamlessly with your overall financial strategy.
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#EstatePlanningMatters #FinancialAdvisor #LifePlanning #FutureFocused #HolisticPlanning
You’re in control of how much you contribute (within IRS limits), how your money is invested, and where the account is held. Plus, because IRAs aren’t tied to an employer, they move with you throughout your career—making them a powerful tool for long-term retirement planning.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#IRAPlanning #RetirementSavings #FinancialFlexibility #InvestForTheFuture #MoneyManagement #FinancialConfidence
Adam and his wife, Kris, have a family adventure goal: to travel to all 50 states with their daughters before they graduate from high school—a journey full of memories and time spent together.
#MeetOurTeam #FinancialGuidance #WisconsinProud #FamilyGoals #ClientFocused #HereForYou
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What's your favorite money habit?
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Phil enjoys helping clients live a better life✨
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Retirement planning isn’t just about saving — it’s about creating income you can rely on.
Annuities can help provide a steady stream of income for a set period or even for life, helping reduce the risk of outliving your savings. -Predictable payments -Customizable to your goals -Designed to support long-term retirement income
Your retirement years should be about living with confidence — not worrying about running out of income. Learn more about how annuities fit into a retirement income strategy.
#RetirementPlanning #LifelongIncome #FinancialConfidence #Annuities
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.
Jesse enjoys getting to know his clients on a personal level. Here's a few things about him we thought you'd enjoy.😉
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Choice Dollars may be directed through multiple channels:
• Online by visiting Thrivent.com/thriventchoice. Click on “log in” at the top right of your screen and enter your MyThrivent user ID and password.
• Call 800-847-4836 and when prompted, say “Thrivent Choice.”
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Just a small glimpse into this fantastic person, Benjamin Tamms!
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With people living longer than ever, creating income that lasts throughout retirement is more important than ever.
Annuities may be worth considering if you: -Want guaranteed income for life or a set period
- Prefer predictable payments over market ups and downs -Are looking to reduce financial uncertainty in retirement
There’s no single “right” answer — but understanding your options helps you make informed decisions that align with your goals and values. Let’s talk about what retirement income confidence looks like for you.
#RetirementConfidence #IncomePlanning #Annuities #FinancialWellbeing
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.
With 21 years of field leadership experience, he’s passionate about helping other financial professionals grow and has played a meaningful role in advancing Thrivent’s Diversity and Inclusion initiatives.
Outside of work, Scott enjoys time with his wife, Stephanie, and their three children—college athletes in swimming, rowing, and volleyball. He’s a varsity girls basketball coach and a proud Wisconsin sports fan. 🏀💙
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
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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Before Thrivent, Phil worked at USAA Insurance and earned his economics degree from Austin College, where he also played college baseball. ⚾
Phil and his wife, Rebecca, have been married for over 30 years and live in Arizona with their six children. Outside of work, he’s a devoted pet lover, while Rebecca is a theme park enthusiast. 🎢🐾
#MeetTheTeam #Thrivent #CapstoneFinancialGroup #FinancialPlanning
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.
The truth is simple: 📈 Consistency compounds.
The earlier someone starts having basic conversations about saving, investing, and goal-setting, the more opportunity they have to get ahead and make confident decisions.
Whether you’re just starting out or re-evaluating your strategy, now is always the right time to begin planning with purpose.
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#FinancialPlanning #InvestingBasics #StartEarly #WealthBuilding #FinancialConfidence