Let’s build a financial strategy that supports the life you feel called to live.
#LiveGenerously#FinancialGoals
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
What this means for you (and how I can help):
• We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense.
• We should focus on deduction‐planning now—especially for those items that could go away or change.
• You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static.
• I help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through.
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues
💰 In 2025, individuals can gift up to $19,000, and couples up to $38,000 per recipient tax-free.
Smart gifting can:
✅ Reduce future estate taxes
✅ Help children or grandchildren now
✅ Shift taxable income to lower brackets
Make sure gifts are made before dividends or gains are declared — time to connect with me!
#FamilyFinance #SmartGifting #GenerationalWealth #EstatePlanning #WealthTransfer
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
#FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning
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These small steps can prevent family conflict and help you receive care aligned with your values.
It’s never too early — or too simple — to plan ahead. 🌟
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#FinancialPlanning #EstateStrategy #LegacyMatters #FinancialConfidence
If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once.
Relieve the pressure with a financial plan that helps you:
✅ Prioritize what matters most
✅ Ease the stress of competing demands
✅ Not lose track of your goals
Let’s connect to create a financial plan that supports you—and those who depend on you.
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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. https://bit.ly/4nryLvV
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✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.
✅ HSA: Confirm you’ve taken advantage of your HSA.
Reach out if you’d like guidance on other year-end financial strategies.
(608) 385-0876
See thrivent.com/social for important disclosures. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
That’s why intentional planning matters. With the right guidance and a strategy built around your unique journey, you can move toward a confident retirement—on your terms. 💛
#WomenAndFinance #RetirementPlanning #FinancialConfidence #WomenSupportingWomen
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Retirement today brings new challenges, and one of the biggest concerns many share is the fear of outliving their money. That’s why we focus on the issues most critical to your long-term financial well-being.
Let’s build a plan designed to support the retirement you’ve worked so hard for.
#RetirementPlanning #FinancialGuidance #WealthPreservation #FinancialConfidence
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Together, we’ll create a plan that supports your dreams and protects what matters most.
💬 Call me at (608) 385-0876 to schedule a conversation.
#FaithBasedAdvisor #FinancialWellness
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Through wise investment management and purposeful planning, I help you enjoy the life you’ve worked so hard for—on your terms.
#RetirementWithPurpose #ValuesBasedPlanning #LiveFully #FinancialConfidence #FaithAndFinance #RetirementGoals
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Let’s design a plan that reflects both.
#LegacyOfFaith #EstatePlanning #LiveGenerously
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Let's get them prepared to shine.
#PurposefulPlanning #FaithfulFuture #CollegeSavings
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
I’ll help you:
🔍 Calculate your RMD
🛡️ Minimize tax impact
💸 Explore charitable RMDs (QCDs)
Don’t wait —Now is a smart time to get ahead of the rush.
#RMDReminder #RetirementPlanning #TaxSmartRetirement
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Now, I help others find peace in the midst of their own uncertainties—by building financial strategies rooted in faith, values, and purpose.
#PurposeDrivenFinance #ThriventAssociate #LifeAndLegacy #WomenInFinance #CancerSurvivorStrong #FaithFirst #FinancialFreedomThroughFaith
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Money isn’t just about numbers—it’s a tool to live out your values and your faith.
#FaithBasedFinance #LiveGenerously #FinancialConfidence #PurposeAndPlanning #RICP #FaithInAction
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Typically higher interest rates
Growth that’s tax-deferred
Flexibility for future income planning
Sometimes the best “renewal” is a better opportunity.
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
As a Financial Associate for the past 11 years, I’ve walked with clients through life’s transitions—helping them retire with confidence, give more generously, and protect what matters most.
#FaithBasedFinance #LiveGenerously #FinancialConfidence #PurposeAndPlanning #RICP #FaithInAction
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Are your investments aligned with your goals? Have you maxed out contributions or used tax-smart strategies available for 2025? Time to connect.
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
