Through wise investment management and purposeful planning, I help you enjoy the life youāve worked so hard forāon 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.
Letās design a plan that reflects both.
#LegacyOfFaith #EstatePlanning #LiveGenerously
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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.
Iāll help you:
š Calculate your RMD
š”ļø Minimize tax impact
šø Explore charitable RMDs (QCDs)
Donāt wait āNow 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 uncertaintiesāby 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 isnāt just about numbersāitās 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 thatās tax-deferred
Flexibility for future income planning
Sometimes the best ārenewalā 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, Iāve walked with clients through lifeās transitionsāhelping 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.
Those seasons shifted my view of everything: time, relationships, faith, and especially money.
Today, as a Financial Associate at Thrivent and a RICPĀ®ļø, I help individuals and families build financial strategies that bring peace, stability, and purposeāno matter what life brings.
Because when life is uncertain, having a plan brings more than just financial confidenceāit brings hope.
#FaithDrivenFinance #LifeLessons #FinancialPlanningWithPurpose #Thrivent #FaithAndFinance #RetirementConfidence #PurposeDrivenLiving
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.
āā¤ļø Canāt get enough of NOM Sips & Eats!
Love the coffee, the vibe, and the amazing owner + staff.
Theyāre right next door to my office in La Crosse ā perfect for grabbing your favorite drink before or after you stop in to see me!
Support local. Sip local. Stay caffeinated. š
#LaCrosseWI #SupportLocal #CoffeeLovers #NOMSipsAndEats #LocalFavorites #CommunityVibes
For additional disclosure, see thrivent.com/social
Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage.
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. #preparation #finance #family
š¬ Ready to explore your options? Now's the time!
#RothConversion #TaxStrategy #FinancialPlanning #IRAConversion
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.
Itās 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.āāā https://www.thrivent.com/about-us/membership/thrivent-action-teams
See thrivent.com/social for important disclosures.
ā”ļø Preparation gives you freedom later. The earlier you plan, the more choices youāll have when it matters most.
#RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady
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.
Whether itās a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically.
āØ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70Ā½ or older.
āØ A DAF offers long-term growth for future charitable grants.
Donāt miss the Dec. 31 deadline to qualify for 2025 tax benefits.
#CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning
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
