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
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
1 in 2 adults have moved back in with their parents. If that's you, here are 5 ways to make it pay offMoving back home as an adult can come with a lot of financial questions, but it can also be an opportunity to take a step back, reassess your finances, and make progress toward your goals.
In this article, I share some tips to consider if you’ve moved back home — from getting organized with a budget to making the most of the opportunity to save and plan ahead.
If you or someone in your family is navigating this transition, I hope you’ll give it a read! You can check it out here: https://www.cnbc.com/select/financial-moves-to-make-if-youve-moved-back-home/#park-the-extra-savings-in-a-high-yield-savings-account
Happy National Ice Cream Day! With a high of 95 degrees today, ice cream should be celebrated! Chocolate or chocolate peanut butter chunk is my go to flavor, do you have a favorite? Are you going to go celebrate today?
5 financial risks (and how to adapt your financial plan)Preparing for financial surprises doesn't have to be complicated! Proactive planning can help you stay ahead and avoid other risks that could impact your financial plan.
Learn more about strategies to set you up for long-term success here: https://www.thrivent.com/insights/financial-planning/risks-and-habits-that-can-derail-your-financial-plan?utm_source=fieldfb&utm_campaign=2025_P2T_Derailers&utm_medium=fieldsocial&utm_content=DerailFinPlan
See thrivent.com.social for important disclosures.
Today is my birthday and since I'm starting my last year in my 40s, I figured I could get away with wearing this wild shirt! I'm certainly thankful for being able to celebrate another birthday.
For my friends over age 50, what suggestions or guidance do you have for me as I near the half-way point?! For my friends under age 50, what suggestions or guidance can I share with you?
Every shaded state on this map is where I have clients that I'm blessed to serve.
Some are when I started in Salt Lake City and stayed with me. Some moved to other states and asked if they could continue working with me. I tease my warm weather state clients that It's always a good idea to have clients to go visit when it gets cold in Colorado!
With technology it's easy to meet virtually, so if you have friends or family in any of these states, I'm happy to meet them! Getting to know people all across the country is a fun part of working with Thrivent.
I am honored to be apart of so many people's financial stories across 27 states!
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
It's important to remember that FAFSA must be submitted every year you want aid (grants, loans, or work study). Mark your calendar well in advance and complete your application as sooon as posisble -- some finanical aid is first come, first served. Typically, the application opens on Oct. 1 for the next school year.
Check here for dates and application info: studentaid.gov
See thrivent.com/social for important disclosures.
One of my favorite parts of what I do is helping people build good financial habits early.
Recently, I had the opportunity to host a credit card strategy night with my daughter (@Maddie Fidler) and new son-in-law and their good friends (@Samantha Bontz @Tyler Nordengren) who are also getting married in just a couple of weeks.
We talked about using credit cards intentionally, maximizing rewards, avoiding common mistakes, and setting yourselves up for long-term financial success. These conversations may seem small, but the right strategies can make a big impact over time.
Congratulations again to both couples as they begin this exciting new chapter together. Wishing you a lifetime of happiness—and smart financial decisions along the way!
No products were sold.
If you’re a parent with a college bound student, this is worth a read. Greg Garrison of U.S. News & World Report explores how parents can better prepare their kids for student loans, a topic many families are navigating right now. I appreciated the opportunity to speak with Greg and share considerations for helping students and their families understand borrowing options, expectations and long term responsibility before loans ever come into play. @ggarri @us-news-and-world-report
Check it out here: https://money.usnews.com/loans/student-loans/articles/how-parents-can-prepare-their-kids-for-student-loans
See thrivent.com/social for important disclosures.
Thank you to those who attended our Shred and Share Event and Open House to see our new office space. We were able to donate 130 lbs of food to the Larmier County Food Bank! Thank you for helping us make a difference in our community.
*No products were sold at this event.
Join us TOMORROW for our Shred & Share Event and Open House at our office from 9-11am!
Bring your confidential documents for secure shredding, and food donations for the Food Bank of Larimer County.
Then, come visit our new office space—located in the same building as before, just a new suite—where we’ll serve light breakfast refreshments and offer tours throughout the event. If you’re unable to stay for a visit, we’ll gladly provide a breakfast burrito at the donation line for you to enjoy on the go.
Some of you have already stopped by to see the new space—we’d love to see you again. If you haven’t yet had the chance, this is a great opportunity to take a look and reconnect.
Hot off the press, Thrivent's fifth annual Boomerang Kids Survey where I'm quoted! Check it out, especially if you have young adult children.
https://www.prnewswire.com/news-releases/economic-pressure-makes-boomerang-living-a-new-normal-annual-thrivent-survey-finds-302755068.html
Did you know we moved offices? Well, sort of.
Our address is the same, but we are now in Suite #102. Come in the building like you would and simply turn left! We are looking forward to welcoming you to our new space. Here is a sneak peek until you can come see in person!
Would you like your contributions to have an even greater impact on the causes you care about?
At this free workshop, Thrivent Charitable Impact & Investing Gift Planner, Ben Boline, will discuss ways to help you make the most of what you’ve been given as well as potential tax benefits.
Join us for dinner and a presentation, courtesy of the Thrivent Member Network - Front Range Region:
Wed., April 29, 2026 | 6:30 - 8:00 p.m. - TPC Clubhouse, Berthoud, CO
Register at: https://www.eventbrite.com/e/1983586957988?aff=oddtdtcreator
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.No products will be sold. 27878F R7-24
I am honored to have been inducted into the Thrivent Charitable Voices in Philanthropy Hall of Honor. Throughout my career, I have helped serve clients' charitable interests in more than $5 million in current or deferred gifts through Thrivent Charitable.
The top 59 active financial advisors collective impact has resulted in over $747 million in total gifts to Thrivent Charitable, helping support the communities and causes our shared clients care about most.
I often get asked by clients, “Will Social Security even be there for me when I retire?” – well, Social Security has this cool new tool where you can learn about the system and then play around with some proposed changes and see what the impact will be. If you have a few extra minutes, it’s kind of fun.
https://socialsecurity.actuary.org/
Let me know how your changes worked out and if you have the solution to fix Social Security!
