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Wealth transfer
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
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Should you get life insurance in your 20s? 5 reasons to consider it
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​
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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.
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💙 Your retirement future deserves more than guesswork. My mission is simple: educate, serve, and help you pursue financial confidence—so you can plan for retirement, build your legacy, and live with less financial stress. 👉 Ready to start planning? Send me a message and let’s have a conversation about your goals. See thrivent.com/social for important disclosures
25 Years Later. We Remember. 🇺🇸 Today, we pause to remember the lives lost, the families forever changed, and the heroes who ran toward danger on September 11, 2001. Twenty-five years have passed, yet the courage, sacrifice, and unity that emerged in the midst of tragedy remain etched in our hearts. We remember the first responders who gave everything, the ordinary people who showed extraordinary bravery, and the countless acts of compassion that reminded us of the strength of the human spirit. For many of us, 9/11 was a day that changed how we viewed our nation, our communities, and one another. It also showed us that even in our darkest moments, hope, resilience, and faith can shine through. Today, let us honor those we lost by choosing kindness, serving others, and standing together as one nation. Never forgotten. Always remembered. 🇺🇸❤️ #September11 #NeverForget #911Memorial
August 2026 Market Update: Strong economy, higher yields
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss
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📈 Great afternoon at Thrivent's Market & Economic Update! Thank you to everyone who joined us for thoughtful conversations around today's market environment and economic outlook. A special thank you to Andrew Ware for attending and sharing information about the CEO Experience Mixer, and to Brandon Bruce for his vision and initiative in bringing this event together. I'm also grateful for the partnership of Lindsay Csogi and all of the Thrivent financial advisors and team members who helped make the event a success. Events like these remind me how powerful it is when professionals come together to learn, collaborate, and serve our communities. Whether you're a business owner, preparing for retirement, or simply looking to stay informed, access to quality information and meaningful conversations can make all the difference. If you'd like to stay informed about future educational events, market updates, and community conversations, I invite you to connect with me here on LinkedIn. Disclosures: thrivent.com/social #Thrivent #MarketUpdate #EconomicOutlook #FinancialPlanning #BusinessOwners #CommunityConnections #Leadership #Networking #WesleyChapel #TampaBay
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🏡 Your financial house should be built to last—and you can make it stronger with the right help. Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you: ✅ Prepare for the unexpected ✅ Save and invest for major milestones ✅ Adapt as your goals evolve Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more. See thrivent.com/social for important disclosures.
Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
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How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesWhether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇
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Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:​ 1) Discover annuity basics: https://bit.ly/4goM2pe 2) Learn how annuities are taxed: https://bit.ly/4ozlVOi 3) Explore different types of annuities: https://bit.ly/4vRyUgO ​ Feel free to reach out with any questions you might have as you research. Here to be a resource for you.
Supplemental disability insurance: What it is and when you need it
Supplemental disability insurance: What it is and when you need itUnsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.
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You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c
Updating your life insurance: 7 life events that may affect your coverage
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
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Saving for retirement? Here’s something to consider: different accounts come with different tax implications. By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI). Get in touch to discuss the right approach for your unique situation. See thrivent.com/social for important disclosures. 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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Is your business prepared for the unexpected? With the right strategies in place, we can help you navigate challenges, grow your business and secure your legacy for years to come.
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If you didn’t contribute to Social Security, there are still ways to help ensure you have enough to last you through retirement. Together, we can review your financial plan and discuss ways you can create additional income streams in retirement to supplement your savings.​ See thrivent.com/social for important disclosures.
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The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.