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


Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO


Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.


Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!


Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

Do you have access to a 401k plan at work? A 401k is a retirement investment account that your employer established to help YOU save for retirement. Why should you use it? 💰 Automatic contributions straight from your paycheck—before taxes (Traditional) or after taxes (Roth). 📈 Your retirement money grows through investments like stocks or mutual funds. 🎁 Employer match = extra investments if your company offers one! ⏳ The earlier you start, the more room for growth you have! Using your 401k at work is the first step towards creating your dream retirement!
Do you have access to a 401k plan at work? A 401k is a retirement investment account that your employer established to help YOU save for retirement. Why should you use it? 💰 Automatic contributions straight from your paycheck—before taxes (Traditional) or after taxes (Roth). 📈 Your retirement money grows through investments like stocks or mutual funds. 🎁 Employer match = extra investments if your company offers one! ⏳ The earlier you start, the more room for growth you have! Using your 401k at work is the first step towards creating your dream retirement!


March Madness is finally here! I love seeing the tournament brackets from current and former basketball players. Every year, I sit down and plan out MY entire bracket. I meticulously go through advanced metrics, different strategies, and all the matchups to pick who I think will win. Then I go back and see what the professionals think! Brackets are just like your financial plans. You may have worked through it meticulously, with different strategies, and maybe even a few risks. But it is always a good idea to see what a professional thinks! Disclosures: thrivent.com/social

March Madness is finally here! I love seeing the tournament brackets from current and former basketball players. Every year, I sit down and plan out MY entire bracket. I meticulously go through advanced metrics, different strategies, and all the matchups to pick who I think will win. Then I go back and see what the professionals think! Brackets are just like your financial plans. You may have worked through it meticulously, with different strategies, and maybe even a few risks. But it is always a good idea to see what a professional thinks! Disclosures: thrivent.com/social


Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.