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
If that sounds like you, we just might be a good fit.
#FinancialPlanning #CommunityFocused #ModernAdvice #WealthManagement
For disclosure information, see thrivent.com/social.
What this means for you (and how we can help):
• We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense.
• We should focus on deduction‐planning now—especially for those items that could go away or change.
• You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static.
• We help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through.
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
#PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies
From retirement planning to investments to protecting your family’s future, we’ll walk with you every step of the way.
🤝We're here to help make financial confidence feel personal and possible.
📅 Ready to talk? Let’s connect today.
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.
#FaithDrivenFinance #PurposefulPlanning #RetirementWithConfidence #FaithAndFinances #PlanWithPurpose
Having a plan for where your income goes (and how it grows) means fewer “uh-oh” moments and more “ahh, we’ve got this” moments. Let’s make sure your hard-earned cash is working as hard as you do!
For disclosure information, see thrivent.com/social.
#IncomePlanning #MoneyGrowsWithYou #PlanWisely #FinancialConfidence #SmartMoneyMoves
Before you gobble up the month, take a sec to be thankful for your financial blessings—like being able to save, invest, and plan ahead. 🦃💰
Because nothing says “I’m grateful” like not stressing over next month’s bills!
For disclosure information, see thrivent.com/social.
#ThankfulFinances #FinancialPlanning #MoneySmarts
And through it all, our core value of generosity shines.
Because when you’re wise with money, you’re empowered to live with purpose—and give with joy.
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
#PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues
Let’s wrap up your 2025 plan before the year does!
#YearEndPlanning #FinancialDadJokes #MakeItCount
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. https://www.thrivent.com/about-us/membership/thrivent-action-teams
See thrivent.com/social for important disclosures.
Time to connect with an experienced professional.
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. #preparation #finance #family
Investing is a long game — let’s make sure your strategy stays cooked to perfection.
#InvestSmart #DadHumor #LongTermGrowth
For disclosure information, see thrivent.com/social.
We’ll help you:
🔍 Calculate your RMD
🛡️ Minimize tax impact
💸 Explore charitable RMDs (QCDs)
Don’t wait — October is a smart time to get ahead of the rush.
#RMDReminder #RetirementPlanning #TaxSmartRetirement
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.
Connect with our team to learn about your options.
📱(608) 824-3503
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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The ratings are based on Thrivent’s financial strength and claims-paying ability. They do not apply to investment product performance. The ratings also refer only to the overall financial status of the company and is not a recommendation of the specific policy provisions, rates or practices of the insurance company.
