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Insights

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

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Join me as I partner with Central Community College to bring you two important workshops in November! Both workshops will be at the AEDC Office located at 127 S. 4th Street in Albion. November 5th - 6PM Social Security - Timing is Everything + Medicare Basics This workshop will focus on helping attendees get answers to their questions about Social Security and what it can mean for them. Jill will discuss the importance of the timing of benefits, implications for your family, future employment and income, and timing taxes to optimize social security benefits. In addition, she will share Medicare Basics information and materials from the LeClair Group that will create learning opportunities for those nearing retirement and Medicare enrollment. November 19th - 6PM Five Keys to Retiring Fearlessly This important workshop will help attendees discover five keys to unlocking a retirement where they could have confidence in their ability to live out their dreams. Jill will lead participants through gaining insights that can provide confidence in saving enough and strategies to help reduce the risk of outliving their money. Attendees will learn how to protect themselves from life’s “what-ifs" along with other valuable information leading them to be able to "retire fearlessly". No products will be sold. Please see thrivent.com/social for important disclosures.

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Join me as I partner with Central Community College to bring you two important workshops in November! Both workshops will be at the AEDC Office located at 127 S. 4th Street in Albion. November 5th - 6PM Social Security - Timing is Everything + Medicare Basics This workshop will focus on helping attendees get answers to their questions about Social Security and what it can mean for them. Jill will discuss the importance of the timing of benefits, implications for your family, future employment and income, and timing taxes to optimize social security benefits. In addition, she will share Medicare Basics information and materials from the LeClair Group that will create learning opportunities for those nearing retirement and Medicare enrollment. November 19th - 6PM Five Keys to Retiring Fearlessly This important workshop will help attendees discover five keys to unlocking a retirement where they could have confidence in their ability to live out their dreams. Jill will lead participants through gaining insights that can provide confidence in saving enough and strategies to help reduce the risk of outliving their money. Attendees will learn how to protect themselves from life’s “what-ifs" along with other valuable information leading them to be able to "retire fearlessly". No products will be sold. Please see thrivent.com/social for important disclosures.

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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How the cash value of life insurance works

Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.

Within your permanent life insurance policy, a portion of the premiums you pay accumulates over time. You can tap into this cash value to fund financial goals...

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings. Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

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Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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What a great celebration we had Friday...thanks to all who attended and spent some time with me to honor my four years with Thrivent! It's because of YOU that I can call Thrivent home! Have questions? Give me a call, I would love to sit down and talk. And now, for the GIVEWAWAY announcement! Our lucky drawing winners are: Matt Childress and Andrea Johnson! We'll be in contact to get you your prize bags! Again, thanks for the great conversations Friday, but more importantly, thank you for trusting me to walk along with you on your financial journeys! Please see Thrivent.com/social for important disclosures.

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What a great celebration we had Friday...thanks to all who attended and spent some time with me to honor my four years with Thrivent! It's because of YOU that I can call Thrivent home! Have questions? Give me a call, I would love to sit down and talk. And now, for the GIVEWAWAY announcement! Our lucky drawing winners are: Matt Childress and Andrea Johnson! We'll be in contact to get you your prize bags! Again, thanks for the great conversations Friday, but more importantly, thank you for trusting me to walk along with you on your financial journeys! Please see Thrivent.com/social for important disclosures.

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Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

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Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

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4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

For fourth quarter, Thrivent Asset Management experts are closely watching labor data, inflation and actions by the Fed.

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It's been a great four years with Thrivent serving all of YOU! Please come celebrate with me at an Appreciation Tailgate, Friday, October 3 from 11AM - 3PM in the Thrivent parking lot. We'll be serving a pulled pork meal, soft serve ice cream, and giving away some fun prizes! Please see thrivent.com/social for important disclosures. No products will be sold.

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It's been a great four years with Thrivent serving all of YOU! Please come celebrate with me at an Appreciation Tailgate, Friday, October 3 from 11AM - 3PM in the Thrivent parking lot. We'll be serving a pulled pork meal, soft serve ice cream, and giving away some fun prizes! Please see thrivent.com/social for important disclosures. No products will be sold.

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September 2025 Market Update: Expectations for lower rates return

Economic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.

August economic data helped increase market expectations for lower rates to come.

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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