Insights
Financial planning doesn’t have to be boring. We aim to make every meeting efficient, organized—and just maybe, even fun. You’ll leave with a solid strategy… and at least one new thing learned.
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Friendly reminder to direct your Thrivent Choice® Dollars ❤️
https://www.thrivent.com/about-us/membership/thrivent-choice
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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.
Your tax bracket is a planning tool. Use it.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
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
The numbers matter. But they only matter because of the people behind them.
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🎉 BIG congratulations to Rachel Roth on passing her CFP®️ exam!
This is a huge accomplishment—and a win for our members, too! The CFP®️ designation represents advanced knowledge across retirement, investments, taxes, insurance, and estate planning, giving Rachel an even stronger ability to look at the big picture and help members make informed financial decisions.
We’re so proud of you, Rachel! 👏📚🎉
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
#CongratulationsRachel #CFP #FinancialPlanning #MemberFocused
Good tax planning connects the dots.
#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
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
Because a good strategy isn’t about one decision.
It’s about how all the decisions work together.
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Those initials aren't there to impress you.
They're there to better serve you.
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You bring the dreams. We bring the dry-erase markers.
The best financial plans aren't one-size-fits-all—they're built around your life.
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The only thing your kids should argue about...
...is who got your sense of humor.
Not your estate. 😊
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The snooze button is fine for your alarm—not your financial goals. Don't let waiting become expensive. A small step today can make a big difference tomorrow.
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#FinancialPlanning #RetirementPlanning #FinancialConfidence #PlanWithPurpose #FinancialWellness #TakeAction #FutureFocused
Whether you're just getting started or preparing for your next chapter, I'm here to help you make thoughtful financial decisions that align with your goals—not your emotions.
Because your future deserves better than "Add to Cart."
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#FinancialPlanning #InvestSmart
It should be based on your family.
Your dreams.
Your future.
That's why I believe every great strategy starts with listening—not searching.
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Life changes.
Jobs change.
Markets change.
A good financial plan isn't about being perfect—it's about having someone help you adjust the route when life takes an unexpected detour.
That's one of my favorite parts of what I do.
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#FinancialPlanning #StayTheCourse #RetirementPlanning
Markets move. Your financial strategy should move with purpose.
Headlines change every day—but your financial future shouldn't be driven by uncertainty.
Join me for a complimentary online Economic Update as we discuss:
✔️ Recent market performance and volatility
✔️ The potential impact of the mid-term elections
✔️ The national debt
✔️ Artificial intelligence and what it could mean for the economy
✔️ Strategies to help you stay focused on your long-term financial goals
🗓️ Wednesday, August 5
🕙 10:00 a.m. CT (Zoom)
OR
🕕 6:00 p.m. CT (Zoom)
Whether you're planning for retirement, managing investments, or simply want to better understand today's economic landscape, this session is for you.
Reserve your spot by calling Alicia Lundal at (608) 824-3503 or emailing alicia.lundal@thrivent.com.
We hope you'll join us for this timely and informative discussion!
For more information visit Thrivent.com/social. No products will be sold.
#EconomicUpdate #MarketOutlook #FinancialPlanning #InvestWithConfidence #RetirementPlanning #WealthManagement #FinancialStrategy #MarketVolatility
Financial planning doesn't have to be intimidating. My goal is to make complex decisions easier to understand—with practical advice, thoughtful guidance, and maybe a dad joke or two along the way.
Let's make your financial future a little less complicated... and a little more enjoyable.
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#FinancialPlanning #MoneyMatters #RetirementPlanning #FinancialConfidence
True giving isn't just about writing a check — it's about strategic generosity.
When you align your wealth planning with your passion for impact, you amplify both.
✅ Make a difference
✅ Maximize tax efficiency
✅ Build a legacy that lasts
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. 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
#PhilanthropyDoneRight #ImpactInvesting #SmartGiving #WealthStrategy #LegacyPlanning #GiveWithPurpose
A smooth unified approach that's build around you.
https://connect.thrivent.com/chad-thomley
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Effective tax planning aims to manage taxes deliberately within your financial strategy, rather than avoiding them. We're here to help.
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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
Because managing money is just one piece of the journey—living well is the goal.
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#HolisticPlanning #WealthStrategy #FinancialWellness #LifePlanning #SmartMoneyMoves #ComprehensiveCare