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Insights

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

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Last December, my family and I visited the National September 11 Memorial Museum in NYC. It was an emotional experience as we toured the museum and were reminded of and reflected on the devastation of September 11th, 2001. Today, we remember and honor the lives lost and the heroes who risked everything to save others. Let us be reminded of the resilience our country displayed on that day and the days that followed and the importance of unity. #NeverForget #911

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Last December, my family and I visited the National September 11 Memorial Museum in NYC. It was an emotional experience as we toured the museum and were reminded of and reflected on the devastation of September 11th, 2001. Today, we remember and honor the lives lost and the heroes who risked everything to save others. Let us be reminded of the resilience our country displayed on that day and the days that followed and the importance of unity. #NeverForget #911

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📚 Figuring out how to fund college expenses can be complicated and stressful. 📚 My team can help you navigate the complexities of college finances. Whether you're starting from scratch or looking to optimize your existing plan, we can assist with: ✅ Navigating FAFSA ✅ Creating a savings strategy (even if you didn't start early) ✅ Understanding financial aid and payment options ✅ Building a budget ✅ Exploring scholarships and grants ✅ Managing student loans Let's work together to make your student's college dreams a reality! Contact me to schedule a free consultation.

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📚 Figuring out how to fund college expenses can be complicated and stressful. 📚 My team can help you navigate the complexities of college finances. Whether you're starting from scratch or looking to optimize your existing plan, we can assist with: ✅ Navigating FAFSA ✅ Creating a savings strategy (even if you didn't start early) ✅ Understanding financial aid and payment options ✅ Building a budget ✅ Exploring scholarships and grants ✅ Managing student loans Let's work together to make your student's college dreams a reality! Contact me to schedule a free consultation.

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Do you need life insurance? Questions to ask yourself & your family

Wondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

From vacations to college dreams, creating life plans with loved ones is one of the many joys in life. But when it comes to more sensitive topics, like...

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Join us, Saturday September 28th for an exclusive Kendra Scott Event. Enjoy shopping, treats, and a special watch party featuring a pre-recorded conversation with jewelry designer, philanthropist, and Wisconsin native Kendra Scott! We'll also be embracing Kendra's commitment to giving back! Participate in supporting women in our local community: 💛Shop for a Cause: Kendra Scott Madison will be on-site with their Color Bar - just in time for Homecoming! 20% of total sales will be donated to Cornerstone of Grace. 💛Make an Impact: Assemble a feminine care kit with our Action Team for The Gosling Nest. Saturday September 28th | 2:00-5:00pm. Watertown Blue Revue Dance Studio | 809 Station Street, Watertown, WI 53094 RSVP here: https://bit.ly/4dVgALq No products will be sold. For more information, visit Thrivent.com/social.

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Join us, Saturday September 28th for an exclusive Kendra Scott Event. Enjoy shopping, treats, and a special watch party featuring a pre-recorded conversation with jewelry designer, philanthropist, and Wisconsin native Kendra Scott! We'll also be embracing Kendra's commitment to giving back! Participate in supporting women in our local community: 💛Shop for a Cause: Kendra Scott Madison will be on-site with their Color Bar - just in time for Homecoming! 20% of total sales will be donated to Cornerstone of Grace. 💛Make an Impact: Assemble a feminine care kit with our Action Team for The Gosling Nest. Saturday September 28th | 2:00-5:00pm. Watertown Blue Revue Dance Studio | 809 Station Street, Watertown, WI 53094 RSVP here: https://bit.ly/4dVgALq No products will be sold. For more information, visit Thrivent.com/social.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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How to talk to your parents about estate planning with compassion

The hard conversations are often the ones most worth having. Get helpful guidance here 🔽

Family estate planning is planning for life. It's about how you can help protect your parents as they age, help them maintain their quality of life now and...

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Have a game plan

After making financial mistakes of his own, Justin is fueled by his passion for increasing financial literacy in the minority communities of Austin, Texas. Let Justin’s approach to finances and generosity inspire you.

Thrivent client Justin Wynter strives to increase financial literacy at home and in his community.

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August 2024 Market Update: Volatility surges

Learn why Thrivent Asset Management expects market volatility will continue through the remainder of the year in the August 2024 Market Update.

A market correction in the current environment is reasonable and healthy, but we are closely watching recent volatility....

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Back-to-school budget: How much to save & tips for parents

Do you include your kids in back-to-school budgeting? Here's 3 reasons you should: 📘 Help improve financial literacy. ⚖️ Differentiate between wants and needs. 👩‍🏫 Teach lifelong lessons.

Back-to-school shopping can be exciting—and expensive. If you’re feeling the financial pinch this year, follow these tips for creating (and sticking to) an A...

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Thrivent Market & Economic update

Watch Thrivent's recent Market & Economic Update to learn what you can expect from now until end of the year.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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

Thrivent financial 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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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