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Insights

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

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Happy #TipTuesday! I'm sure you have heard about the snowball effect. Imagine the snowball is your money, but growing with compound interest instead of snow. Want to learn more about growing your money using compound interest? Connect with me today.

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Happy #TipTuesday! I'm sure you have heard about the snowball effect. Imagine the snowball is your money, but growing with compound interest instead of snow. Want to learn more about growing your money using compound interest? Connect with me today.

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Are you working harder for your money than your money is working for you? Money is a tool, not a goal. Connect with me to learn more about getting your money working for you. #automatetobegreat #moneymindset #monday #moneytalks #investing

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Are you working harder for your money than your money is working for you? Money is a tool, not a goal. Connect with me to learn more about getting your money working for you. #automatetobegreat #moneymindset #monday #moneytalks #investing

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Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

Are you eligible for Social Security Fairness Act Benefits? Find out how the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) repeal...

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What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?​ Let’s discuss how adjusting your tax withholding could boost your take home pay. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?​ Let’s discuss how adjusting your tax withholding could boost your take home pay. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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With a potential sunset of the Tax Cuts and Jobs Act of 2017, you should be aware of a few changes that could reshape the financial outlook for many Americans. Individual filers will see a rise in their income tax rates, lower standard deduction, changes to itemized deductions, and a rollback of the child tax credit. Joint filers will see a decrease in their standard deduction by over 50%. Connect with me to create personalized strategies to help you prepare for your future. See thrivent.com/social for important disclosures. Source: https://www.im.natixis.com/en-us/insights/tax-management/2025/tcja-sunset-tax-planning#:~:text=Sunset%20of%20the%20Tax%20Cuts,%2416%2C700%20if%20the%20TCJA%20expires. Source: https://about.bgov.com/insights/elections/2025-tax-policy-crossroads-what-will-happen-when-the-tcja-expires/#:~:text=If%20Congress%20doesn't%20renew,See%20more%20details%20below.

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With a potential sunset of the Tax Cuts and Jobs Act of 2017, you should be aware of a few changes that could reshape the financial outlook for many Americans. Individual filers will see a rise in their income tax rates, lower standard deduction, changes to itemized deductions, and a rollback of the child tax credit. Joint filers will see a decrease in their standard deduction by over 50%. Connect with me to create personalized strategies to help you prepare for your future. See thrivent.com/social for important disclosures. Source: https://www.im.natixis.com/en-us/insights/tax-management/2025/tcja-sunset-tax-planning#:~:text=Sunset%20of%20the%20Tax%20Cuts,%2416%2C700%20if%20the%20TCJA%20expires. Source: https://about.bgov.com/insights/elections/2025-tax-policy-crossroads-what-will-happen-when-the-tcja-expires/#:~:text=If%20Congress%20doesn't%20renew,See%20more%20details%20below.

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Diversifying your portfolio can help manage risk when markets fluctuate. 📈 While it may help protect against losses, it may also limit gains. Learn more about how applying risk tolerance can inform your portfolio diversification: https://bit.ly/4gAwlrA

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Diversifying your portfolio can help manage risk when markets fluctuate. 📈 While it may help protect against losses, it may also limit gains. Learn more about how applying risk tolerance can inform your portfolio diversification: https://bit.ly/4gAwlrA

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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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Happy Valentine's day!

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Happy Valentine's day!

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Who let the dog's out!? The office had some surprise visitors today! #stjohnindiana #automatetobegreat #wholetthedogsout #corgi

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Who let the dog's out!? The office had some surprise visitors today! #stjohnindiana #automatetobegreat #wholetthedogsout #corgi

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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...

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.

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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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