Insights

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How often do you think about income taxes? If you’re like most people, it could be just for a few weeks or days before the April deadline. While some taxpayers file early to get their tax refund, others are just-in-time taxpayers. At this Lunch & Learn, I want to share why it makes sense for you to think about income taxes throughout the year and even throughout your lifetime. Join me on Monday, November 2nd from 11:30am to 12:30pm at The Woodlands Chamber of Commerce to learn more about Tax Efficiency. Register here: https://forms.cloud.microsoft/r/9QZZqq2CjU Monday, November 2nd 11:30am-12:30pm The Woodlands Chamber of Commerce 9320 Lakeside Blvd #200 The Woodlands, TX For important disclosures, see Thrivent.com/social
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Join me on October 20th from 2:30pm to 4:30pm to help feed hungry children, seniors, and families in need in Montgomery County by donating to a Food Drive hosted by Thrivent Financial Advisor, Dawn Vlier Bush and The Woodlands Chamber of Commerce, benefiting Montgomery County Food Bank. Most needed items include healthy snacks, peanut butter, cereal, juice, grains, ready-to-eat meals, and canned items such as beans, vegetables, fruit, and tuna. For more information on the Food Bank, visit mcfoodbank.org This food drive coincides with The Woodlands Chamber of Commerce’s Ribbon Cutting for Dawn Vlier Bush with Thrivent Financial. The Woodlands Chamber of Commerce 9320 Lakeside Blvd #200 The Woodlands, TX Tuesday, October 20th 2:30pm-4:30pm
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Another great meeting with the ladies of WCE! Lots of conversation about value, sales and meeting clients where they are. We met at the beautiful facility of The Woodlands Chamber of Commerce, where our Ribbon Cutting & Food Drive benefiting the Montgomery County Food Bank is on Oct 20th at 2:30pm. Message me for details if you are interested!
Make a difference with your money | Thrivent
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.
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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.
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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
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Want to raise a money-smart teen? You don’t need to be a financial expert—just start with a few good conversations. 👉 Talking about money early and often can help teens build discipline, understand their options and feel more prepared for the financial decisions they’ll soon be making. Here’s how to get started: https://bit.ly/4tuucW0
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Little eyes are always watching—especially when it comes to money. The way we manage and talk about money shapes our kids long before they earn their first dollar. Try modeling these simple habits to help them build a healthy relationship with money: ⭐ Avoid speaking about money with stress or shame ⭐ Narrate your choices (“We’re saving for X, so we’re skipping Y today”) ⭐ Keep a visible savings routine ⭐ Use positive language around budgeting and planning
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Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to: ⭐ Spend on things they want ⭐ Save for something big ⭐ Give to make a difference Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.
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Great to see the ladies in Magnolia, TX at Women's Council of Entrepreneurs yesterday morning. We had some excellent discussions about our businesses, communicating the value of what we do, and supporting each other in growth. Come join us at WCE! And if you're looking for more support in your personal growth or the growth of your business, I'm here to help!
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Discover how strategies like dollar-cost averaging and diversification can help you avoid these common investing mistakes: https://bit.ly/4op2W9k
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I had a great time connecting with fellow New Members at The Woodlands Area Chamber of Commerce New Member Event! Whether you're just launching a business, growing an established company, or planning for what's next, having a clear strategy can help keep your goals front and center. I'm passionate about helping individuals, families, and business owners build confidence in their future. If you'd like to explore your goals together and create a plan that supports them, I'd love to connect.
Financial literacy for teens: 6 lessons about money management
Financial literacy for teens: 6 lessons about money managementOne of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
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Congratulations to Rose Barriga, the new President of ABWA’s CYFEN league! We know you and this year’s board will lead us to great things! Being responsible for your organization or business shouldn't mean you have to put your own goals on the back burner. We can build a plan together to help you reach both the goals of your business and your personal goals!
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Are you looking for a plan to protect your business, your family and your employees while keeping your goals in mind? As an entrepreneur you already know the importance of preparing your business for the future, but it can be hard to know where to start. Join me on September tenth at 9:30am for a workshop on Small Business Solutions at Sweetwaters Coffee and Tea in Magnolia, Texas. We'll cover understanding some of life's "what-ifs", how to recruit and maintain a good team, and some options to consider for succession. Seating is limited! Reserve your spots today. Call Coleman @ 832-509-0221 or email me at dawn.vlierbush@thrivent.com. Arrive early to order your coffee or tea and a pastry; we will start at 9:30am. Thursday, September 10, 2026 9:30am Sweetwaters Coffee & Tea 9511 FM 1488, Ste 100 Magnolia, TX
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As a parent, you already know the values you want to instill in your kids. But figuring out how to teach them isn’t always easy, especially when it comes to money. The good news? Raising money-smart kids doesn’t require a lesson plan—just simple, everyday moments. Small habits practiced together can build financial discipline that grows with them. 🙌 These five are a great place to start. ⬆️
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If you have family members asking for gift ideas or ways to support your kids, consider inviting them to contribute to an education savings account. You could even gamify the experience by setting a goal, sharing the link or instructions, and celebrating progress together. Wondering which type of plan or account might be best? Check out Thrivent’s guide to college savings plan options: https://bit.ly/4cpXajB
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Congratulations to our Marietta Office's Administrative Assistant Coleman and his wife Madison on their marriage! We are wishing them a long and happy life together. Do you have a major life event coming up? Don't go into it without a plan! We are here to help.
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Another great networking Tuesday at the Bluebonnet Tasting Room. It is always a treat to get to see some familiar faces and meet some new people, too! This month’s top was organizing to-do’s: Assigning priorities, urgency and delegation. Is getting your finances in order on your to-do list? We can help!
How an allowance for kids teaches financial lessons for adulthood
How an allowance for kids teaches financial lessons for adulthoodLooking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️