Insights
One of our favorite parts of living in Colorado is this time of year! Cooler mornings, changing leaves, cozying up to watch the football game, or sipping on our favorite drink! Do you have any fall favorite traditions?
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
A little Halloween spirit around here! Do you decorate spooky/haunted house vibe, simple fall decor, or no decorations at all? By neighborhood standards, we’re pretty subdued with our ‘spooky season’ decorations… and even then our porch guests don’t want to let go of summer! Share a picture of your setup in the comments!
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
Happy National Pumpkin Day! Now that the girls are all grown, we don’t really carve pumpkins anymore, but they’re still a big part of our fall/Halloween deco! Of course, with Jen being a Texas girl, homecoming season isn’t complete unless you have some Mums as well! Do you like to carve, paint, buy a cute pumpkin to display? Let us know below!
Financial literacy for teens: 6 lessons about money managementOne of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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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
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.
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. ⬇️
Did you know it’s National Dog Day?! Dogs may not understand retirement planning, but they sure do love our attention! Do you have a dog? Drop a picture below!
Happy National Relaxation Day! Being on the water is my happy place. Jen & I love spending a hot summer day in our kayaks on a nice quiet lake.
What would your dream relaxing day look like?
Happy National Ice Cream Day! With a high of 95 degrees today, ice cream should be celebrated! Vanilla is my favorite flavor, do you have a favorite flavor? 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.
While I'm based in Loveland, Colorado, a lot of my clients aren't.
Every shaded state on this map is where I have clients that I get the opportunity to serve!
→ Some I've never met in person.
→ Some moved away years ago and stayed with me.
→ All get the same care, attention and service as those who live just down the street!
Getting to know people all across the country is one of my favorite parts of working with Thrivent. I am honored to be apart of so many people's financial stories across 13 states!
Still waiting for my first Hawaiian addition, and the excuse (I mean reason) for annual face to face meetings!
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.
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. My business partner, Gene Elder, 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.