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Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.

Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.


On the hunt for a new home? Navigating the housing market can be challenging, but you don't need to do it alone. Let's review your financial goals and priorities and discuss what steps you can take to get where you want to go. For tips on saving and budgeting for a home: https://bit.ly/4lpwyjX

On the hunt for a new home? Navigating the housing market can be challenging, but you don't need to do it alone. Let's review your financial goals and priorities and discuss what steps you can take to get where you want to go. For tips on saving and budgeting for a home: https://bit.ly/4lpwyjX


Blended families are like smoothies; a mix of all the best ingredients blended with love. Legacy planning helps keep your family tree strong, so everyone feels seen and supported. Let’s make sure your plan reflects the people who matter most. Not sure where to start? Let’s chat! #FamilyMatters #BlendedFamily #LegacyPlanning #LoveAndFinance See Thrivent.com/social for important disclosures.

Blended families are like smoothies; a mix of all the best ingredients blended with love. Legacy planning helps keep your family tree strong, so everyone feels seen and supported. Let’s make sure your plan reflects the people who matter most. Not sure where to start? Let’s chat! #FamilyMatters #BlendedFamily #LegacyPlanning #LoveAndFinance See Thrivent.com/social for important disclosures.


Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56


Leaving property to your heirs? It’s more than just saying “they get the house.” I’m not an attorney, but as a financial advisor I can help you think through how wills, trusts, and taxes might impact your loved ones. Then you can work with the right professionals to put it all in writing. A little planning now can make life a lot easier for your family later. Want to get started? Lets talk! #Thrivent #Pittsburgh #LetsTalk #PlanToday #StartTheConversation #PrepareNow #ThinkAhead See Thrivent.com/social for important disclosures.

Leaving property to your heirs? It’s more than just saying “they get the house.” I’m not an attorney, but as a financial advisor I can help you think through how wills, trusts, and taxes might impact your loved ones. Then you can work with the right professionals to put it all in writing. A little planning now can make life a lot easier for your family later. Want to get started? Lets talk! #Thrivent #Pittsburgh #LetsTalk #PlanToday #StartTheConversation #PrepareNow #ThinkAhead See Thrivent.com/social for important disclosures.


What’s a family mission statement? To me, it’s the heart behind the chaos; a little compass for when life feels full and fast. It’s about knowing what matters most and how we want to show up for each other and the world. Josh and I recently created one for our family, and here’s what we landed on: We grow with purpose, live with integrity, and love with intention – seeking joy, excellence, and connection in everything we do. It’s not about perfection. It’s about being intentional. If you’ve ever thought about creating something like this for your own family, I’d love to help. Let’s grab coffee and walk through it together. It’s simpler (and more meaningful) than you might think. #Thrivent #Pittsburgh #TeamThrivent #FamilyMissionStatement #FamilyValues #IntentionalLiving #LiveWithPurpose #GrowTogether #LoveWithIntention #FamilyGoals #HeartOfTheHome #LifeWithIntegrity #JoyfulLiving #ConnectionMatters #PurposeDriven #StrongerTogether #FamilyFirst #CreatingMemories #MeaningfulMoments #BetterTogether #LiveFully #FamilyCulture #SeekJoy See Thrivent.com/social for important disclosures.

What’s a family mission statement? To me, it’s the heart behind the chaos; a little compass for when life feels full and fast. It’s about knowing what matters most and how we want to show up for each other and the world. Josh and I recently created one for our family, and here’s what we landed on: We grow with purpose, live with integrity, and love with intention – seeking joy, excellence, and connection in everything we do. It’s not about perfection. It’s about being intentional. If you’ve ever thought about creating something like this for your own family, I’d love to help. Let’s grab coffee and walk through it together. It’s simpler (and more meaningful) than you might think. #Thrivent #Pittsburgh #TeamThrivent #FamilyMissionStatement #FamilyValues #IntentionalLiving #LiveWithPurpose #GrowTogether #LoveWithIntention #FamilyGoals #HeartOfTheHome #LifeWithIntegrity #JoyfulLiving #ConnectionMatters #PurposeDriven #StrongerTogether #FamilyFirst #CreatingMemories #MeaningfulMoments #BetterTogether #LiveFully #FamilyCulture #SeekJoy See Thrivent.com/social for important disclosures.


July 4th is a time to celebrate the many freedoms we enjoy. It’s also a chance to appreciate the hard work, choices, and values that help shape our lives. Whether it’s giving back, spending time with family, or chasing dreams big and small, here’s to building a future we can all be proud of. Happy Independence Day! #IndependenceDay #Thrivent #FinancialSynergyGroup

July 4th is a time to celebrate the many freedoms we enjoy. It’s also a chance to appreciate the hard work, choices, and values that help shape our lives. Whether it’s giving back, spending time with family, or chasing dreams big and small, here’s to building a future we can all be proud of. Happy Independence Day! #IndependenceDay #Thrivent #FinancialSynergyGroup


Businessman Simba is hard at work today! 🐾 These AI pictures are too funny. 🤣 Pretty sure he’s negotiating for more treats and longer naps. He looks ready to run a meeting or chase down a quarterly report. Simba might not really be the CEO, but we all know who’s in charge around here! #Thrivent #BusinessDog #DogsofInstagram #Pittsburgh #WorkHumor

Businessman Simba is hard at work today! 🐾 These AI pictures are too funny. 🤣 Pretty sure he’s negotiating for more treats and longer naps. He looks ready to run a meeting or chase down a quarterly report. Simba might not really be the CEO, but we all know who’s in charge around here! #Thrivent #BusinessDog #DogsofInstagram #Pittsburgh #WorkHumor


You’ve probably heard the term “trust” thrown around in estate planning. But what is it really? A trust is a legal tool that helps you manage and pass on your assets with more control and often fewer court delays. Some benefits may include: ✔️ Bypassing probate ✔️ Protecting your privacy ✔️ Planning for incapacity ✔️ Helping beneficiaries avoid delays But not all trusts are the same — and they aren’t for everyone. 📩 I don’t draft trusts or give legal advice, but I can help you figure out if it makes sense to talk to an attorney. And we can make sure your financial plan is aligned either way. Let’s chat if you’re wondering where to start. #Thrivent #Pittsburgh #EstatePlanningBasics #FinancialSynergyGroup #ThriventAdvisor #LegacyPlanning #TrustsExplained See Thrivent.com/social for important disclosures.

You’ve probably heard the term “trust” thrown around in estate planning. But what is it really? A trust is a legal tool that helps you manage and pass on your assets with more control and often fewer court delays. Some benefits may include: ✔️ Bypassing probate ✔️ Protecting your privacy ✔️ Planning for incapacity ✔️ Helping beneficiaries avoid delays But not all trusts are the same — and they aren’t for everyone. 📩 I don’t draft trusts or give legal advice, but I can help you figure out if it makes sense to talk to an attorney. And we can make sure your financial plan is aligned either way. Let’s chat if you’re wondering where to start. #Thrivent #Pittsburgh #EstatePlanningBasics #FinancialSynergyGroup #ThriventAdvisor #LegacyPlanning #TrustsExplained See Thrivent.com/social for important disclosures.


Gifting While Living: Pros and Cons Gifting to loved ones while you’re still here can be a powerful way to see your legacy in action. But is it always the right move? Pros: ✔️ You get to witness the impact your gift makes ✔️ Can reduce the size of your taxable estate ✔️ Offers financial support when it’s likely needed most Cons: ❌ Could impact your own financial security later ❌ Family dynamics can get complicated ❌ Some gifts may have tax implications Thinking about giving while living? Make sure it fits with your long-term goals. Need help? Let’s talk. #Thrivent #TeamThrivent #Pittsburgh #GiftingwhileLiving See Thrivent.com/social for important disclosures.

Gifting While Living: Pros and Cons Gifting to loved ones while you’re still here can be a powerful way to see your legacy in action. But is it always the right move? Pros: ✔️ You get to witness the impact your gift makes ✔️ Can reduce the size of your taxable estate ✔️ Offers financial support when it’s likely needed most Cons: ❌ Could impact your own financial security later ❌ Family dynamics can get complicated ❌ Some gifts may have tax implications Thinking about giving while living? Make sure it fits with your long-term goals. Need help? Let’s talk. #Thrivent #TeamThrivent #Pittsburgh #GiftingwhileLiving See Thrivent.com/social for important disclosures.