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.
Did you know we moved offices? Well, sort of.
Our address is the same, but we are now in Suite #102. Come in the building like you would and simply turn left! We are looking forward to welcoming you to our new space. Here is a sneak peek until you can come see in person!
Would you like your contributions to have an even greater impact on the causes you care about?
At this free workshop, Thrivent Charitable Impact & Investing Gift Planner, Ben Boline, will discuss ways to help you make the most of what you’ve been given as well as potential tax benefits.
Join us for dinner and a presentation, courtesy of the Thrivent Member Network - Front Range Region:
Wed., April 29, 2026 | 6:30 - 8:00 p.m. - TPC Clubhouse, Berthoud, CO
Register at: https://www.eventbrite.com/e/1983586957988?aff=oddtdtcreator
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.No products will be sold. 27878F R7-24
Do you like to pay off your debt or build savings? I prefer savings, I like liquidity!
Pay off debt, like the message, build savings, heart the message!
Do you prefer to use a paper planner or a phone/digital planner? I'm old school and like the paper planner!
Paper planner, like the message, phone/digital planner, heart the message, something else, tell me in the comments!
For the month of March, we are going to do a few polls! I would love to have you participate in the comments or react (like or heart)!
Do you prefer coffee or tea? For me, I like coffee, although I will go for a good Chai Tea every so often.
Coffee, like the post, tea, heart the post!
I often get asked by clients, “Will Social Security even be there for me when I retire?” – well, Social Security has this cool new tool where you can learn about the system and then play around with some proposed changes and see what the impact will be. If you have a few extra minutes, it’s kind of fun.
https://socialsecurity.actuary.org/
Let me know how your changes worked out and if you have the solution to fix Social Security!
If you could give your younger self some pointers, what would they be? Mine is below, I would love to hear yours in the comments!
If I could go back and impart some wisdom on a younger Jeff…. I’d probably need a few hours!
• Financially, would definitely encourage me to start saving (into a Roth IRA) from the get-go. None of my first three “real” jobs out of college offered any kind of 401k savings plan, so we had some ground to make up later in life (and maybe buy some Apple & Amazon Stock!)
• Fitness/Health wise, start lifting weights and don’t stop. It’s a lot easier staying in shape, than getting back into shape!
• Above all else…. The mullet isn’t as good of a look as you think it is.
