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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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💬 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.

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💬 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.

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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

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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

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Enrollment windows are short — plan ahead to make confident choices. I can guide you through the options. #EmployeeBenefits #OpenEnrollment #FinancialWellness 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.

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Enrollment windows are short — plan ahead to make confident choices. I can guide you through the options. #EmployeeBenefits #OpenEnrollment #FinancialWellness 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.

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Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines. 📞 Ready to talk through it? I'm here to help. #YearEndPlanning #TaxStrategies #SmartMoneyMoves 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.

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Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines. 📞 Ready to talk through it? I'm here to help. #YearEndPlanning #TaxStrategies #SmartMoneyMoves 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.

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Just a few "tricks & treats" for the season 💡 For disclosure information, see thrivent.com/social.

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Just a few "tricks & treats" for the season 💡 For disclosure information, see thrivent.com/social.

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Schedule an appointment and start preparing for your future. 📱(805) 375-3258 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

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Schedule an appointment and start preparing for your future. 📱(805) 375-3258 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

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In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals 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.

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In 2025, you can contribute up to $23,500 — plus catch-up contributions if you’re 50+ or 60–63. 🎯 Pro tip: Try to at least meet your employer’s match. 📆 Remember: Contributions must be deducted from your paycheck by Dec. 31. Let’s talk strategy — and make every dollar count. #RetirementPlanning #401kMatch #SmartInvesting #YearEndTips #FinancialGoals 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.

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I can help you plan and prepare for that! 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. 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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I can help you plan and prepare for that! 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. 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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Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. For disclosure information, see thrivent.com/social.

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Your dedicated plan provides objective advice and actionable written recommendations, tailored to you, to help you move towards financial clarity. For disclosure information, see thrivent.com/social.

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I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time 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.

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I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time 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.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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