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


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.

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.


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

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


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.

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.


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.

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.


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.

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.