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


As tax season approaches, here’s your reminder to get started ahead of time. Here are four reasons to file early: ✅ Faster tax refunds ✅ Extra time to make a payment if you owe ✅ Reduce risk of someone else pocketing your refund ✅ Avoid tax deadline stress or having to file an extension See thrivent.com/social for important disclosures.

As tax season approaches, here’s your reminder to get started ahead of time. Here are four reasons to file early: ✅ Faster tax refunds ✅ Extra time to make a payment if you owe ✅ Reduce risk of someone else pocketing your refund ✅ Avoid tax deadline stress or having to file an extension See thrivent.com/social for important disclosures.


Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.


Thrivent's 2025 Business Development Conference just wrapped! This annual gathering brings hundreds of financial advisors from across the country together for three jam-packed days of learning, growth and development. Discover all the ways Thrivent financial advisors are supported (and how you can attend next year’s conference): thriventcareers.com/41geTEt #BDC25

Thrivent's 2025 Business Development Conference just wrapped! This annual gathering brings hundreds of financial advisors from across the country together for three jam-packed days of learning, growth and development. Discover all the ways Thrivent financial advisors are supported (and how you can attend next year’s conference): thriventcareers.com/41geTEt #BDC25


I was so happy to be a sponsor at this year’s Wear Red event for the Putnam County Hospital. So thankful for wonderful friends and family to join me at my table ❤️ February is Heart Health Month, it’s so important to watch for signs and symptoms of a heart attack and don’t wait to act! #timeismuscle #thrivent

I was so happy to be a sponsor at this year’s Wear Red event for the Putnam County Hospital. So thankful for wonderful friends and family to join me at my table ❤️ February is Heart Health Month, it’s so important to watch for signs and symptoms of a heart attack and don’t wait to act! #timeismuscle #thrivent


Hello from beautiful Minneapolis! Excited to spend a few days at Thrivent's annual Business Development Conference learning new ways to empower lives of service and faith for clients like you. #BDC25

Hello from beautiful Minneapolis! Excited to spend a few days at Thrivent's annual Business Development Conference learning new ways to empower lives of service and faith for clients like you. #BDC25


Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4075vRo

Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4075vRo


Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.


Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals. >> https://bit.ly/4a4yBFF

Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals. >> https://bit.ly/4a4yBFF