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Insights

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

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The sooner you begin investing, the more time your investments have to work in your favor. For disclosure information, see thrivent.com/social.

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The sooner you begin investing, the more time your investments have to work in your favor. For disclosure information, see thrivent.com/social.

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That’s why intentional planning matters. With the right guidance and a strategy built around your unique journey, you can move toward a confident retirement—on your terms. 💛 #WomenAndFinance #RetirementPlanning #FinancialConfidence #WomenSupportingWomen For disclosure information, see thrivent.com/social.

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That’s why intentional planning matters. With the right guidance and a strategy built around your unique journey, you can move toward a confident retirement—on your terms. 💛 #WomenAndFinance #RetirementPlanning #FinancialConfidence #WomenSupportingWomen For disclosure information, see thrivent.com/social.

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November 2025 Market Update: Less data, lower rates, strong stocks

October closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.

Recent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.

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With the right guidance, you can navigate with confidence and make smarter financial decisions. #RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady 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.

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With the right guidance, you can navigate with confidence and make smarter financial decisions. #RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady 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.

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🔄 By converting funds from a traditional IRA to a Roth IRA, you’ll pay taxes now—but once you're 59½ and have held the account for at least 5 years, your withdrawals are completely tax- and penalty-free. 💸 ✅ If your modified adjusted gross income (MAGI) is under: • $150,000 (single filer) • $236,000 (married filing jointly) …you could take advantage of this opportunity to grow your savings tax-free for life. 🧮 Unsure if it's the right move? Thrivent’s proprietary What-if Tax tool can help assess your options. 📅 Just don’t wait—conversions must be completed by Dec. 31 and can't be backdated. #RetirementPlanning #RothIRA #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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🔄 By converting funds from a traditional IRA to a Roth IRA, you’ll pay taxes now—but once you're 59½ and have held the account for at least 5 years, your withdrawals are completely tax- and penalty-free. 💸 ✅ If your modified adjusted gross income (MAGI) is under: • $150,000 (single filer) • $236,000 (married filing jointly) …you could take advantage of this opportunity to grow your savings tax-free for life. 🧮 Unsure if it's the right move? Thrivent’s proprietary What-if Tax tool can help assess your options. 📅 Just don’t wait—conversions must be completed by Dec. 31 and can't be backdated. #RetirementPlanning #RothIRA #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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Together, we’ll create a plan that supports your dreams and protects what matters most. 💬 Call me at (805) 375-3258 to schedule a conversation. #InclusiveFinancialPlanning #FaithBasedAdvisor #FinancialWellness For disclosure information, see thrivent.com/social.

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Together, we’ll create a plan that supports your dreams and protects what matters most. 💬 Call me at (805) 375-3258 to schedule a conversation. #InclusiveFinancialPlanning #FaithBasedAdvisor #FinancialWellness For disclosure information, see thrivent.com/social.

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Ready to live your best life? Whether you are starting your journey or searching for more in-depth answers, I am eager to understand you and learn about your aspirations. Together, we can create a tailored plan that aligns perfectly with your needs. 📱(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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Ready to live your best life? Whether you are starting your journey or searching for more in-depth answers, I am eager to understand you and learn about your aspirations. Together, we can create a tailored plan that aligns perfectly with your needs. 📱(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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And through it all, our core value of generosity shines. Because when you’re wise with money, you’re empowered to live with purpose—and give with joy. 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 #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

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And through it all, our core value of generosity shines. Because when you’re wise with money, you’re empowered to live with purpose—and give with joy. 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 #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

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I’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs) Don’t wait —Now is a smart time to get ahead of the rush. #RMDReminder #RetirementPlanning #TaxSmartRetirement 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’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs) Don’t wait —Now is a smart time to get ahead of the rush. #RMDReminder #RetirementPlanning #TaxSmartRetirement 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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As a financial consultant with experience in divorce financial planning, I’ll walk with you through the complexity and help create a path forward—with clarity and compassion. You deserve a fresh start—and a plan built around 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. #DivorcePlanning #FinancialResilience #HolisticSupport

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As a financial consultant with experience in divorce financial planning, I’ll walk with you through the complexity and help create a path forward—with clarity and compassion. You deserve a fresh start—and a plan built around 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. #DivorcePlanning #FinancialResilience #HolisticSupport

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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