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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.
Many people nearing retirement feel unsure about whether their investments are truly aligned with this next chapter.
Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon, and your risk tolerance. Together, they can show whether your current investment mix still supports what you need in the years ahead.
If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy and build a financial plan designed to support you now—and throughout retirement.
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.
#RetirementPlanning #InvestmentStrategy #FinancialConfidence #PreRetirement #FinancialWellness #PlanForTomorrow #ClientFocused
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
Ready to make a difference? At Thrivent, you'll build a financial advisor career you can put your whole heart into—whether you grow your own practice or join a team. Learn more about this lucrative career opportunity 👉 thriventcareers.com/3NTRYdE
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
View your tax forms along with other documents online! 💻
https://bit.ly/45xywJR
Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice.
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Friendly reminder:
📊 You don’t have to be “good with money” to make good money decisions.
☕ You don’t need everything figured out to get started.
💬 And you don’t have to do it alone.
Financial confidence comes from clarity—not perfection.
#RealLifeFinance #MoneyMindset #AdvisorLife #PlanWithPurpose
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Charitable giving isn’t defined by the size of a gift—it’s defined by intention. From small recurring donations to volunteering time or donating appreciated assets, there are many ways to give that fit different financial situations.
With the right approach, giving can be both impactful and financially efficient—helping you support what matters most while staying aligned with your broader goals.
#SmartGiving #Philanthropy #FinancialPlanning #ValuesBasedPlanning #GivingWithIntention
For disclosure information, see thrivent.com/social.
As a LUTCF®️ (Life Underwriter Training Council Fellow), I’ve completed specialized training focused on protecting families, income, and long-term goals. This education emphasizes ethical standards, real-world applications, and a client-first approach.
The LUTCF®️ designation reflects my commitment to helping clients protect what matters most—and ensuring protection strategies fit into their overall financial picture.
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.
#LUTCF #FinancialEducation #InsurancePlanning #RiskManagement #FinancialSecurity #ProtectWhatMatters
Grow your career at Thrivent, where purpose is built into the work.
As a financial advisor, you’ll help your clients pursue their goals, protect what matters most and create meaningful change in their lives.
Learn more 👉 thriventcareers.com/4aNWxzQ
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
Planning for the later stages of life comes with unique financial decisions, and I believe having the right guidance truly matters. As a CASL®️ (Chartered Advisor for Senior Living®️) advisor, I have advanced training focused on the challenges and opportunities that come with aging.
From retirement income strategies and healthcare considerations to legacy goals, I help my clients make informed, confident decisions—so they can focus on living well, not worrying.
See thrivent.com/social for important disclosures.
#CASLAdvisor #SeniorLivingPlanning #RetirementIncome #LegacyPlanning #FinancialConfidence #LaterLifePlanning #FinancialGuidance #PlanWithPurpose
Money is more than numbers. It’s the life you’re building.
Every small step you take today adds up to something meaningful tomorrow. Whether you’re saving, paying down debt, investing, or simply learning more—you’re moving forward, and that matters.
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#ProgressNotPerfection #FinancialConfidence #MoneyWithPurpose #FinancialWellbeing
Preparation is key. Let's connect!
(414) 963-8644
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.
#community #finances
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
Compound interest isn’t magic—it’s time doing the heavy lifting. The sooner you start, the more it can work for you. 💡📈
#MythVsFact #CompoundInterest #FinancialBasics #SmartMoney
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At Thrivent, we know there’s no one-size-fits-all path to success as a financial advisor.
Whether you want to grow your own practice, contribute within a team or launch your career as a Virtual Advisor, there’s a place and a path for you here.
Start your journey ➡️ thriventcareers.com/44X6aZ7
When you’re raising a young family, it can feel like you’re constantly juggling competing priorities: housing costs, daycare, groceries and everything in between. And all too often, future goals get put on the back burner.
🎯 Here’s a helpful tip: A few simple, tax-friendly moves can help your money stretch a little further today and make a meaningful difference tomorrow.
Get in touch if you’d like to talk through how to incorporate these into your overall financial plan.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Giving back is an important part of who I am. Through A-Lego, Milwaukee Rescue Mission, World Vision, Heartlove Place, and Thrivent Action Teams, I’m grateful for opportunities to support and serve our community while helping others move toward financial clarity and confidence.
#CommunityImpact #GivingBack #ThriventActionTeams #ServeWithPurpose #CommunityMatters #ValuesInAction
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