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Insights

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

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Steer clear of costly tax pitfalls by knowing what to watch for. Discover how to unlock valuable deductions, claim key credits, and streamline your approach to...

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Thinking about how much to save for your child's college education? Follow these helpful guidelines to prioritize and plan for future costs >> https://bit.ly/4hyFYI4

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Thinking about how much to save for your child's college education? Follow these helpful guidelines to prioritize and plan for future costs >> https://bit.ly/4hyFYI4

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Are your retirement savings on track?

Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. One option is to fully fund an IRA by April 15. Here are more ways you can boost your savings.

Discover important savings milestones and how you can help boost your savings.

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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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Joy in Generosity

Joy In Generosity at Longwood Gardens Saturday, June 14 11 a.m. or 1:30 p.m. As a purposed-based financial services organization, we come together each year to celebrate the countless ways you - our members - inspire generosity and help improve people's lives and communities. Invite your family and friends to join us for this special event to experience the wonder of the vibrant gardens and architecture at Longwood Gardens. During this event, you will have the opportunity to create memories with family and friends, enjoy an exclusive culinary experience while learning how you can make an impact in your local community. Seating is limited. Register today! Register by visiting: https://www.eventbrite.com/e/joy-in-generosity-tickets-1145567927509?aff=FA No products will be sold at this event. For additional disclosures, see Thrivent.com/social. This special event is brought to you by the Thrivent Member Network Mid-Atlantic Region.

Join us for the 2025 Thrivent Member Network Annual Celebration of Membership.

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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:​ ✅ Organize your financial documents​ ✅ Make a tax filing plan​ ✅ Understand how your taxes fit into your bigger picture​ See thrivent.com/social for important disclosures.​

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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:​ ✅ Organize your financial documents​ ✅ Make a tax filing plan​ ✅ Understand how your taxes fit into your bigger picture​ See thrivent.com/social for important disclosures.​

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Joy in Generosity

Joy In Generosity at Longwood Gardens Saturday, June 14 11 a.m. or 1:30 p.m. As a purposed-based financial services organization, we come together each year to celebrate the countless ways you - our members - inspire generosity and help improve people's lives and communities. Invite your family and friends to join us for this special event to experience the wonder of the vibrant gardens and architecture at Longwood Gardens. During this event, you will have the opportunity to create memories with family and friends, enjoy an exclusive culinary experience while learning how you can make an impact in your local community. Seating is limited. Register today! Register by visiting: https://www.eventbrite.com/e/joy-in-generosity-tickets-1145567927509?aff=FA No products will be sold at this event. For additional disclosures, see Thrivent.com/social. This special event is brought to you by the Thrivent Member Network Mid-Atlantic Region.

Join us for the 2025 Thrivent Member Network Annual Celebration of Membership.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Joy in Generosity

Joy In Generosity at Longwood Gardens Saturday, June 14 11 a.m. or 1:30 p.m. As a purposed-based financial services organization, we come together each year to celebrate the countless ways you - our members - inspire generosity and help improve people's lives and communities. Invite your family and friends to join us for this special event to experience the wonder of the vibrant gardens and architecture at Longwood Gardens. During this event, you will have the opportunity to create memories with family and friends, enjoy an exclusive culinary experience while learning how you can make an impact in your local community. Seating is limited. Register today! Register by visiting: https://www.eventbrite.com/e/joy-in-generosity-tickets-1145567927509?aff=FA No products will be sold at this event. For additional disclosures, see Thrivent.com/social. This special event is brought to you by the Thrivent Member Network Mid-Atlantic Region.

Join us for the 2025 Thrivent Member Network Annual Celebration of Membership.

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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and 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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