How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
Investing basics: The complete guide for beginnersInvesting may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.
If you’d like to align your investments with your financial goals, let’s set up a meeting.
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
To mark my 1-year anniversary with Thrivent, we hosted an event that perfectly combined two things I love: meaningful connections and the thrill of racing.
✅ We laughed, learned, and even played
✅ We toured a stunning collection of cars at Silo Car Conservancy
✅ We had fierce competition with RaceCraft1’s racing simulation
Taking the leap to change careers was a big decision, and I couldn’t be happier with my choice. Helping people feel confident in their financial future brings me joy and purpose. I value the opportunity to build deep relationships with those I have the privilege to serve.
I’m incredibly grateful to:
🙏 Thrivent for their generosity in supporting this vision
🙏 Silo Car Conservancy for sharing such an amazing space
🙏 RaceCraft1 for bringing the excitement
🙏 Our team and clients for making this event and career possible
It was an unforgettable experience, and I can’t wait to host another event soon!
#Thrivent #ClientAppreciation #Networking #SiloCarConservancy #RaceCraft1 #FinancialPlanning #Gratitude #CareerJourney
7 ways to help reduce your taxable incomeSeeing 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. ⬇️
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Tax tips & pitfalls: What to know to maximize your moneyLooking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️
Wealth transfer strategies: How to leave assets to your loved onesPassing 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.
Help your money last in retirementA 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.
The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
Preparing for the what-ifs in lifeWondering how working with a financial advisor can help you? Learn how clients, Patrick and Shannon, were able to plan for the future and align their financial decisions with their values.
7 ways to help reduce your taxable incomeSeeing 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. ⬇️
Did you know noncash assets may be given for charitable purposes? This can be any combination of wealth you may hold outside of cash on hand and money in your bank account, including:
• Publicly traded stock and mutual funds
• Privately held stock
• Cryptocurrency
• Farm and business equipment
• Real estate
• Life insurance
Gifts of noncash assets may be utilized to amplify your charitable giving impact and are a great way to positively impact your favorite causes. Together, let’s explore options beyond giving the cash in your bank account.
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
September 2025 Market Update: Expectations for lower rates returnEconomic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.
Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.
