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Insights

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

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Let’s wrap up your 2025 plan before the year does! #YearEndPlanning #MakeItCount For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Let’s wrap up your 2025 plan before the year does! #YearEndPlanning #MakeItCount For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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7 ways to help reduce your taxable income

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep...

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Helping you build, nurture, and share wealth by aligning money with purpose! https://connect.thrivent.com/crossroad-financial-associates For disclosure information, see thrivent.com/social.

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Helping you build, nurture, and share wealth by aligning money with purpose! https://connect.thrivent.com/crossroad-financial-associates For disclosure information, see thrivent.com/social.

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Take time to reflect, review, and realign your strategy. Thoughtful decisions today can lead to a more confident tomorrow. 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. #InvestmentPlanning #FinancialStrategy #PortfolioReview #WealthManagement #FinancialConfidence

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Take time to reflect, review, and realign your strategy. Thoughtful decisions today can lead to a more confident tomorrow. 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. #InvestmentPlanning #FinancialStrategy #PortfolioReview #WealthManagement #FinancialConfidence

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Estate planning isn’t about how much you have — it’s about taking care of the people you love. ❤️ For disclosure information, see thrivent.com/social. #EstatePlanning #FinancialWellness #LegacyPlanning #WealthWithPurpose

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Estate planning isn’t about how much you have — it’s about taking care of the people you love. ❤️ For disclosure information, see thrivent.com/social. #EstatePlanning #FinancialWellness #LegacyPlanning #WealthWithPurpose

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Holiday mode: ON. 🎄😄 The Crossroad Financial Associates crew enjoyed a little festive outing — because planning your future is important, but so is soaking up the Christmas spirit! For disclosure information, see thrivent.com/social.

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Holiday mode: ON. 🎄😄 The Crossroad Financial Associates crew enjoyed a little festive outing — because planning your future is important, but so is soaking up the Christmas spirit! For disclosure information, see thrivent.com/social.

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True giving isn't just about writing a check — it's about strategic generosity. When you align your wealth planning with your passion for impact, you amplify both. ✅ Make a difference ✅ Maximize tax efficiency ✅ Build a legacy that lasts For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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 #PhilanthropyDoneRight #ImpactInvesting #SmartGiving #WealthStrategy #LegacyPlanning #GiveWithPurpose

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True giving isn't just about writing a check — it's about strategic generosity. When you align your wealth planning with your passion for impact, you amplify both. ✅ Make a difference ✅ Maximize tax efficiency ✅ Build a legacy that lasts For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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 #PhilanthropyDoneRight #ImpactInvesting #SmartGiving #WealthStrategy #LegacyPlanning #GiveWithPurpose

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Time to connect. 📱(774) 202-2240 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. #FaithfulStewardship #LegacyPlanning #KingdomImpact

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Time to connect. 📱(774) 202-2240 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. #FaithfulStewardship #LegacyPlanning #KingdomImpact

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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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Whether you’re nearing retirement or already there, we’re here to help you keep doing the things that matter most to you: ✔️ Growing ✔️ Traveling ✔️ Contributing in meaningful ways With intentional planning and investment guidance, we’ll work together to make sure your finances support your purpose, values, and goals. Because retirement isn’t an end—it’s a new beginning. #RetirementPlanning #FinancialWisdom #FaithBasedFinance #PurposefulLiving #ValuesDrivenDecisions #RetirementReady For more information visit 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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Whether you’re nearing retirement or already there, we’re here to help you keep doing the things that matter most to you: ✔️ Growing ✔️ Traveling ✔️ Contributing in meaningful ways With intentional planning and investment guidance, we’ll work together to make sure your finances support your purpose, values, and goals. Because retirement isn’t an end—it’s a new beginning. #RetirementPlanning #FinancialWisdom #FaithBasedFinance #PurposefulLiving #ValuesDrivenDecisions #RetirementReady For more information visit Thrivent.com/social. 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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