Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

Living paycheck to paycheck is more common, even when the paycheck is higher

Are you stressing about paying off debt, saving for retirement, saving for college, AND hoping to buy Christmas presents this year? You're not alone - we've been there. Let my team and I help you figure out how to balance all of your saving and spending goals. We all deserve more clarity in our hearts and minds around money. https://www.usatoday.com/story/money/2024/10/30/wealthy-americans-living-paycheck-to-paycheck/75811580007/ See thrivent.com/social for important disclosures.

More households are living paycheck to paycheck, or spending all their income on essentials - Including 20% of families earning more than $150...

Image VIEW MORE +
Image

401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000 | Internal Revenue Service

IRA contribution limits stay the same for 2025 but 401k contributions increase PLUS a new super catch-up amount for those age 60-63. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000#:~:text=WASHINGTON%20%E2%80%94%20The%20Internal%20Revenue%20Service,up%20from%20%2423%2C000%20for%202024.

IR-2024-285, Nov. 1, 2024 — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2025 has increased...

Image VIEW MORE +
Image

401(k) limit increases to $23,500 for 2025, IRA limit remains $7,000 | Internal Revenue Service

IRA contribution limits stay the same for 2025 but 401k contributions increase PLUS a new super catch-up amount for those age 60-63. https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000#:~:text=WASHINGTON%20%E2%80%94%20The%20Internal%20Revenue%20Service,up%20from%20%2423%2C000%20for%202024. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

IR-2024-285, Nov. 1, 2024 — The Internal Revenue Service announced today that the amount individuals can contribute to their 401(k) plans in 2025 has increased...

Image Read Post
Image

One exercise I really enjoy doing with the clients I serve is the Values Card exercise from Think2Perform. I use this to better understand their most closely held values and understand better their "why." We can also use these value to help give better, more personal guidance and to help you make better decisions. I challeng you to try out the exercise and share your key values below⬇️ https://www.think2perform.com/values/ See thrivent.com/social for important disclosures.

Image

One exercise I really enjoy doing with the clients I serve is the Values Card exercise from Think2Perform. I use this to better understand their most closely held values and understand better their "why." We can also use these value to help give better, more personal guidance and to help you make better decisions. I challeng you to try out the exercise and share your key values below⬇️ https://www.think2perform.com/values/ See thrivent.com/social for important disclosures.

Image Read Post
Image

What's a hobby you enjoy that very few know that you do? Mine is through-the-mail (TTM) autograph collecting. I just got this Jack Nicklaus-signed Nintendo cartridge back today and I am STOKED to add this legend to my collection!

Image

What's a hobby you enjoy that very few know that you do? Mine is through-the-mail (TTM) autograph collecting. I just got this Jack Nicklaus-signed Nintendo cartridge back today and I am STOKED to add this legend to my collection!

Image Read Post

There's a big difference between telling your significant other "I love you more every day" and "I loved you more yesterday" even though they can *generally* mean the same thing. The message is often in how you say something rather than what you say. I try my best to break financial ideas down into simple language that anyone can understand. If it's important to you to understanding what your financial advisor is actually saying...shoot me a message or schedule a time in my calendar and let's talk https://shorturl.at/wARY0 See thrivent.com/social for important disclosures.

There's a big difference between telling your significant other "I love you more every day" and "I loved you more yesterday" even though they can *generally* mean the same thing. The message is often in how you say something rather than what you say. I try my best to break financial ideas down into simple language that anyone can understand. If it's important to you to understanding what your financial advisor is actually saying...shoot me a message or schedule a time in my calendar and let's talk https://shorturl.at/wARY0 See thrivent.com/social for important disclosures.

Image Read Post
Image

“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

Image

“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

Image VIEW MORE +
Image

Year-end small business tax benefits of sponsoring a 401(k) plan

The title says "Year End" but potential tax savings are relevant any time!

As year-end approaches, many business owners begin scrambling to find ways to maximize potential tax benefits for the year. Perhaps your financial advisor...

Image Read Post

A few of the conversations I’ve had in the past week: 👉 A client purchasing her first ever solo investment. 👉 A client receiving an inheritance who thought she would never be able to retire. 👉 A couple who bought a retail business in 2019 and THRIVED through the pandemic. 👉 A family with a construction-related business, creating a succession plan so their high school-aged daughter to take over their business someday. 👉 A client who is battling his business partner in court. 👉 A business-owner client who discovered a way to expand one of his physical locations and have it completely paid for by an existing client (it won’t cost him a dime!). 👉 A client who was dissatisfied with his investment and has decided to cash it in. 🤸‍♂️ Ups, downs, hearing stories and helping solve problems – that’s why I love this job! #financialplanning #alltheemotions #businessplanning #exitplanning

A few of the conversations I’ve had in the past week: 👉 A client purchasing her first ever solo investment. 👉 A client receiving an inheritance who thought she would never be able to retire. 👉 A couple who bought a retail business in 2019 and THRIVED through the pandemic. 👉 A family with a construction-related business, creating a succession plan so their high school-aged daughter to take over their business someday. 👉 A client who is battling his business partner in court. 👉 A business-owner client who discovered a way to expand one of his physical locations and have it completely paid for by an existing client (it won’t cost him a dime!). 👉 A client who was dissatisfied with his investment and has decided to cash it in. 🤸‍♂️ Ups, downs, hearing stories and helping solve problems – that’s why I love this job! #financialplanning #alltheemotions #businessplanning #exitplanning

Image Read Post
Image

I am super excited to be leading a Thrivent Action Team...I will be helping to put on a kids' mountain bike race in conjunction with the Stump Farm Races at the Brown County (WI) Reforestation Camp on October 29. There will be raffle prizes and sick finishers medals for all the kids! In addition to the kids' race, there will be mountain bike and trail running races and a DONUT RELAY. Eat more donuts, run less far! more information here: https://fb.me/e/5R4vSlmsF #livegenerously #morekidsonbikes #eatmoardonuts

Image

I am super excited to be leading a Thrivent Action Team...I will be helping to put on a kids' mountain bike race in conjunction with the Stump Farm Races at the Brown County (WI) Reforestation Camp on October 29. There will be raffle prizes and sick finishers medals for all the kids! In addition to the kids' race, there will be mountain bike and trail running races and a DONUT RELAY. Eat more donuts, run less far! more information here: https://fb.me/e/5R4vSlmsF #livegenerously #morekidsonbikes #eatmoardonuts

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.