Insights
⏳ The countdown is already underway.
Every day that passes is one less day available for year-end tax planning.
Most people wait until tax season.
Successful planners start before tax season.
Don't wait until April to find out what you could have done in November.
📅 Book your Tax Strategy Session now while opportunities may still be available.
Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional regarding your specific situation. Tax laws are subject to change.
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/4qauUq7
See thrivent.com/social for important disclosures.
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
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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/4qauUq7
See thrivent.com/social for important disclosures.
Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
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.
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. ⬇️
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.
💙 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 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. ⬇️
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.
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
📈 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
🏡 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 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. ⬇️
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. 👇
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.