Retirement isn’t one chapter—it’s a journey with changing needs over time.
Working with our team means having a strategy designed for today, tomorrow, and the years ahead—helping you feel prepared no matter what retirement brings.
#RetirementReady #FinancialPlanning #LongTermPlanning #IncomeInRetirement
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.
An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages.
Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want.
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.
#IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney
Smart habits matter more than market noise.
A thoughtful strategy—and guidance you can rely on—can make all the difference.
For additional disclosure, see thrivent.com/social
#InvestingTips #FinancialPlanning #LongTermInvesting #SmartMoney #WealthStrategy #StayInvested
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Markets don’t just test portfolios—they test emotions. A professional with the BFA™️ (Behavioral Financial Advisor™️) designation is trained to understand how human behavior and emotions influence financial decisions.
I can add clarity, discipline, and confidence to your financial journey, especially during uncertain times.
For disclosure information, see thrivent.com/social.
#BFA #BehavioralFinance #FinancialAdvisor #InvestorBehavior #SmartMoneyMoves #FinancialConfidence #FinancialWellbeing
Because managing wealth isn’t our only purpose—helping you live well is.
#HolisticPlanning #FinancialClarity
For disclosure information, see thrivent.com/social.
Get to know Alicia!
• Lifelong Hoosier fan
• Rose Bowl attendee 🌹
• Madison resident since 2003
• Loves the Capitol Square Farmers Market
She’s a lifelong Hoosier fan—yes, even while living in the heart of Badger country—and this football season has been a GREAT one. She even got to attend the Rose Bowl this year, making an unforgettable season even more special.
Alicia has called Madison home since 2003 and truly loves the community. As a morning person, one of her favorite weekend traditions is visiting the Farmers Market around the Capitol Square on a Saturday morning. It’s the perfect way for her to enjoy the city she loves while supporting local vendors.
See thrivent.com/social for important disclosures.
#MeetTheTeam #TeamSpotlight #MadisonWI #HoosierPride #RoseBowl #BadgerCountry #FarmersMarket #CommunityMatters #MorningPerson
Mark your calendars📅
How are the markets affecting your financial strategy?
Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments,
or simply want to stay ahead of economic changes, this is for you!
• Insights on recent market performance and volatility
• Thrivent’s outlook for the coming months
• Strategies for long-term investors: opportunities,
Reserve your spot.
Please RSVP to alicia.lundal@thrivent.com.
➡️Be sure to log in early to be admitted from the online "waiting room." Feel free to invite friends & family to join us online.
Wednesday, February 11, 2026
10:00 am -11:00 am CT | Virtual
our Zoom Link
Meeting ID: 6088243503
Wednesday, February 11, 2026
6:00 pm -7:00 pm CT | Virtual
our Zoom Link
Meeting ID: 6088243503
These sessions are hosted by Chad Thomley, MSFS, CFPr, ChFCr.
No products will be sold. For disclosure information, see thrivent.com/social
A few fun facts about me:
• I’m 6’7”, so you won’t catch me driving a Ford Fiesta (yes, I did play basketball… and tennis).
• The first time I ever went golfing with my wife, I hit my first—and only—hole-in-one on the second hole we played.
• I don’t have gray hair… it’s platinum.
I believe great financial guidance starts with real relationships—and a little humor never hurts either.
#GetToKnowMe #AdvisorLife #GolfStories #PackersFan #RealLifeFinance #WorkWithPurpose #HumanFirst
For disclosure information, see thrivent.com/social.
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.
Married to my wife Melissa since 1993 (she says most of that time has been happy for her ), I’m the proud dad of two daughters in their early 20s who are finally realizing I may not have been as clueless as they thought when they were teenagers.
My career with Thrivent started in Southern California—though being of Norwegian heritage, my tan didn’t last long. We moved back to Wisconsin in 2003 after our second daughter was born, and it’s been home ever since.
I’m also the proud owner of two shares of the Green Bay Packers…which might be one of my most important credentials.
#MeetTheAdvisor #LifeBeyondFinance #PackersPride #WisconsinLife #ValuesBased #CommunityFocused
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
It’s a bit of a process (simple… but not easy):
You must cash the bond, then deposit the proceeds into a 529 plan within 60 days and in the same tax year.
You must meet income limits (MAGI phase-outs apply) and have been over age 24 when the bond was issued.
To benefit, you’ll need to file IRS Form 8815 for qualified education expense exclusion.
✅ If that sounds like Greek — or you just want to make sure you get it right — we’re here to help.
📞 Call our office at (608) 824-3503 and we’ll walk you through the steps so you can turn your savings bonds into education gold.
#EducationPlanning #529Plan #SavingsBonds #FinancialPlanning #SaveForCollege
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Grounded in values that shape us—with just a hint of personality.
#ClientFocused #LongTermPlanning #ValuesDriven #FinancialGuidance #CommunityFirst
See thrivent.com/social for important disclosures
The market has ups and downs, just like Wisconsin weather, but thinking of the long-term plan is smart.
Let’s talk about a plan that works as hard as you do.
#RetirementPlanning #SmartInvesting #RetirementIncome
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.
Our approach: craft plans that aren’t tied to one fixed assumption, but instead give you the flexibility to navigate the unknown with confidence. If you’re curious how possible tax changes could impact your goals, let’s talk.
#TaxPlanning #FinancialStrategy #PlanAhead #FinancialConfidence
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
Think of it like checking the oil, the tires, and the snack stash before a road trip — all pretty important.
At the end of the day, meaningful financial guidance starts with what matters most to you. Because the best plan isn’t the fanciest one… it’s the one that actually gets you where you want to go (without any unexpected “Are we there yet?” moments).
When you’re ready, we're here to help you take the next step.
#FinancialWellness #FaithAndFinance #FuturePlanning
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
What's your retirement plan? Planning for and managing retirement is complicated, let us help! Let's discuss some strategies.
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
And if your financial strategy currently looks like that “junk drawer” in your kitchen… don’t worry. We’ve all got one. 😅
Let’s clean it up together and build a plan that actually makes sense—no mystery batteries or random Allen wrenches included.
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#FinancialPlanning #DadHumor #PurposefulLiving #MoneyMadeSimple
The right asset allocation helps manage risk and support your long-term goals.
Smart asset location can help reduce taxes and make your overall strategy more efficient — letting you keep more of what you earn.
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. For additional disclosure, see thrivent.com/social
A fresh perspective can reveal:
✅ Missed tax advantages
✅ Overlooked income opportunities
✅ Better alignment between your goals and your money
If you’ve been wondering whether your current strategy is truly working for you, it might be time for a second look.
We help clients uncover new possibilities in their planning—so every decision moves them closer to confidence.
📅 Let’s review your plan and make sure you’re not leaving any opportunities on the table.
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#FinancialPlanning #RetirementPlanning #FinancialConfidence
