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

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Retirement is full of possibilities, but it's important to prepare for unexpected twists along the way: 🏥 Unplanned health care 🏠 Home maintenance 📉 Market volatility 💃🏽 Surprise dance parties Let’s discuss how the right strategy can safeguard your assets for the long run.

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Retirement is full of possibilities, but it's important to prepare for unexpected twists along the way: 🏥 Unplanned health care 🏠 Home maintenance 📉 Market volatility 💃🏽 Surprise dance parties Let’s discuss how the right strategy can safeguard your assets for the long run.

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November 2023 Market Update: Rising rates take their toll

The end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.

The long period of rising U.S. policy rates is likely near its end. But the toll that higher rates extract from economic growth has a lagged effect, and we...

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Leave a legacy of generosity

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼

Maximize your impact with a financial strategy that minimizes taxes.

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

Remember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations. Let’s work together to create a lasting legacy. 👇🏼

We are about to embark on the greatest wealth transfer the U.S. has ever seen. By 2045, it's estimated that $72.6 trillion will be left to beneficiaries across...

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Life insurance for estate planning: 5 things it can help you accomplish

Did you know permanent life insurance can support a range of estate planning goals? From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money...

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Take a look at the resource below with some helpful questions to consider.

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Take a look at the resource below with some helpful questions to consider.

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Dreaming of the future? Make your bucket list 📝 and I’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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Dreaming of the future? Make your bucket list 📝 and I’ll help you create a financial strategy to bring it to life. Together, let’s create a personalized financial plan that prioritizes your unique goals. #Thrivent #FinancialStrategy #FinancialAdvisor See thrivent.com/social for disclosures.

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As the leaves change colors, why not change your financial habits too? 🍁 Discover Money Canvas, a FREE 1-on-1 coaching program that provides a series of personalized sessions with a dedicated financial coach. There are no hidden agendas—just genuine support for your financial journey. Book your session now: thrivent.com/moneycanvas

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As the leaves change colors, why not change your financial habits too? 🍁 Discover Money Canvas, a FREE 1-on-1 coaching program that provides a series of personalized sessions with a dedicated financial coach. There are no hidden agendas—just genuine support for your financial journey. Book your session now: thrivent.com/moneycanvas

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4th Quarter 2023 Market Outlook: Entering the turn

The stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.

The Fed intends to keep interest rates higher for longer, and that stress of higher interest rates is beginning to take its toll on the economy.

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An act of love: Tips for aging parents

Helping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇

The late Mary Osthus had what her daughter, Martha Reeves, refers to as a “funeral box.” That box contained everything from copies of her will and powers of...

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

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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.

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