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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 collaborate to: 🔍 Understand where you are 🧠 Strategize smart next steps ✅ Implement actionable solutions ♻️ Adapt as life changes 📅 Ready to start? Let’s build your plan, together. 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. #Stewardship #FinancialGuidance #LiveWithPurpose #Thrivent #FinancialPlanning #Thrivent #FaithDrivenFinance #MoneyGoals

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Let’s collaborate to: 🔍 Understand where you are 🧠 Strategize smart next steps ✅ Implement actionable solutions ♻️ Adapt as life changes 📅 Ready to start? Let’s build your plan, together. 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. #Stewardship #FinancialGuidance #LiveWithPurpose #Thrivent #FinancialPlanning #Thrivent #FaithDrivenFinance #MoneyGoals

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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Are you looking for a relationship that provides ongoing financial advice in your best interest? I can build a customized objective dedicated plan to help you reach your financial goals so that you can focus on the things that truly matter. Contact me to get started. 📱(262) 338-7770 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. #FinancialPlanning

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Are you looking for a relationship that provides ongoing financial advice in your best interest? I can build a customized objective dedicated plan to help you reach your financial goals so that you can focus on the things that truly matter. Contact me to get started. 📱(262) 338-7770 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. #FinancialPlanning

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It’s More Than Managing Wealth. #ComprehensivePlanning #LegacyBuilding #SmartMoneyMoves #LiveYourLegacy #HolisticFinance

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It’s More Than Managing Wealth. #ComprehensivePlanning #LegacyBuilding #SmartMoneyMoves #LiveYourLegacy #HolisticFinance

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Let’s talk about protection strategies that fit your life. #FamilyFirst #FinancialProtection #FaithBasedPlanning #WiseMoneyChoices #Thrivent 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.

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Let’s talk about protection strategies that fit your life. #FamilyFirst #FinancialProtection #FaithBasedPlanning #WiseMoneyChoices #Thrivent 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.

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I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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I will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Life insurance helps provide financial stability for you and your loved ones. Here are eight ways it can do that. • Business preservation • Leaving a charitable legacy • Protecting your family’s lifestyle • Riders for support during times of disability, terminal illness and other situations • Access to cash through loans or withdrawals from the policy’s cash value • End-of-life expense coverage • Sense of security • Tax-efficient wealth transfer to loved ones 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Life insurance helps provide financial stability for you and your loved ones. Here are eight ways it can do that. • Business preservation • Leaving a charitable legacy • Protecting your family’s lifestyle • Riders for support during times of disability, terminal illness and other situations • Access to cash through loans or withdrawals from the policy’s cash value • End-of-life expense coverage • Sense of security • Tax-efficient wealth transfer to loved ones 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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Contact me and learn what the new tax law could mean for you! For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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✅ Up to $1,000 single / $2,000 joint ✅ Must give cash to qualified charities A win for generosity—and for those who give without itemizing. #CharitableGiving #FaithAndFinance #OBBBA For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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✅ Up to $1,000 single / $2,000 joint ✅ Must give cash to qualified charities A win for generosity—and for those who give without itemizing. #CharitableGiving #FaithAndFinance #OBBBA For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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This could be the beginning of a new generation of savers. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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This could be the beginning of a new generation of savers. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. 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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