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

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You must complete QCDs by Dec. 31 for them to count toward your annual RMD. 📱(608) 824-3503 For more information visit 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.

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You must complete QCDs by Dec. 31 for them to count toward your annual RMD. 📱(608) 824-3503 For more information visit 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.

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The end of the year is an important time for us to get together. For disclosure information, see thrivent.com/social 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.

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The end of the year is an important time for us to get together. For disclosure information, see thrivent.com/social 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.

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Longer life spans, health care inflation, and high health costs for early retirees are driving these numbers. Let’s review your plans to cover health expenses in both early and late retirement. ***According to https://bit.ly/4fdD3DJ For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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Longer life spans, health care inflation, and high health costs for early retirees are driving these numbers. Let’s review your plans to cover health expenses in both early and late retirement. ***According to https://bit.ly/4fdD3DJ For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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Whether you're focused on saving more, reducing debt, or investing in your future, we’re here to help you set and achieve your goals. Let's turn those resolutions into results! #NewYearResolutions #FinancialGoals #2025Planning 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.

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Whether you're focused on saving more, reducing debt, or investing in your future, we’re here to help you set and achieve your goals. Let's turn those resolutions into results! #NewYearResolutions #FinancialGoals #2025Planning 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.

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Always continuing our education to be the very best for our clients. For more information visit Thrivent.com/social.

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Always continuing our education to be the very best for our clients. For more information visit Thrivent.com/social.

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Apply for a Thrivent Action Team! ❤️Small acts of #kindness can make a big difference in someone's day. https://bit.ly/3R7qD7n For additional disclosure, see thrivent.com/social #finance #community #volunteer #livegenerously

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Apply for a Thrivent Action Team! ❤️Small acts of #kindness can make a big difference in someone's day. https://bit.ly/3R7qD7n For additional disclosure, see thrivent.com/social #finance #community #volunteer #livegenerously

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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I’m incredibly grateful for the education, experiences, and accomplishments that have shaped my path. #getoknow #meet #finance For more information visit Thrivent.com/social.

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I’m incredibly grateful for the education, experiences, and accomplishments that have shaped my path. #getoknow #meet #finance For more information visit Thrivent.com/social.

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By delivering on the value of behavioral finance and emotional competence, we distinguish ourselves by doing more than just managing money, but by adding holistic value to you by helping you make rational, values-based decisions with your money. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #BFA #finance #wealth

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By delivering on the value of behavioral finance and emotional competence, we distinguish ourselves by doing more than just managing money, but by adding holistic value to you by helping you make rational, values-based decisions with your money. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #BFA #finance #wealth

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Preparation is key. I'm here to help! 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.

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Preparation is key. I'm here to help! 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.

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

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