Insights
Happy Halloween! And on a Saturday?! Extra time for costumes, treats, and being together. How fun is that?!
Whether you're heading out with little ones, passing out candy, or settling in for a cozy movie night, I hope your day is wonderful.
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Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.
Explore your options for donating through your will: https://bit.ly/4nkZ47d
How to donate to charity in your willIncluding a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.
Explore your options for donating through your will. ⬇️
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you. ⬇️
One of my favorite things about being a grandma? Getting to be a kid again. ❤️
Last weekend, Chris and I headed to Newton, Iowa, to visit family, and especially our grandsons, Zeke and Kade! With Kade at daycare and Zeke off school, we got a whole day just with Zeke, plus an overnight at our hotel. We built a fort in the hotel room, explored the science center, and let him lead the way.
We love having both boys together, but getting time with each of them individually is such a gift. This time, Zeke got to choose the adventures, and we got to enjoy being part of his world.
Turns out, I still love a good fort. 🥰
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Relationships are at the heart of every successful financial practice.
If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.
Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
It was my sister's birthday this week. Happy heavenly birthday, Katherine.
A co-worker and dear friend recently reminded me to focus on the blessings, so I'm choosing gratitude.
I am grateful for the 64 years I had with you.
I am grateful that you loved all the same crazy movies.
I am grateful that you were always up for an adventure.
I am grateful that I was able to spend so much time with you before God called you home.
I am grateful for all your patience with all my craziness and sometimes playing along.
Most of all, I am grateful to have had you as my sister and best friend.
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Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Basics of a financial plan: What it is & getting startedFeel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:
• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.
Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
Happy October! 🎃🍿
My Halloween movie marathon starts TONIGHT! I LOVE Halloween movies, and this is a favorite tradition every year. I’m kicking off movie night with an all-time favorite: Hocus Pocus. 🧙♀️
What Halloween movie should I add to the lineup?
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Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.
Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
Now that you know what a financial plan is, the next step is creating one that's tailored to you.
Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future.
Let's get started.
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Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to:
⭐ Spend on things they want
⭐ Save for something big
⭐ Give to make a difference
Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?
Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️
What a trip! ✨🏰
I had the best time experiencing Disney with my teammate and friend, Jen — and I have to give a special thank-you to my clients-turned-friends, Laura and Tyler, whose Disney influence may have officially turned me into a full-fledged Disney fan. 😉
And then there’s my wonderful husband, Chris, who made the trip even more magical by surprising me with the sweetest gift waiting for me when I arrived. 💛 Great company, thoughtful surprises, plenty of Disney magic, and so many fun memories. I’m already looking forward to the next adventure!
Here's to living out Disney Magic as an adult!
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Packing priorities!
Jen and I are heading to Disney World this weekend specifically for Mickey's Not-So-Scary-Halloween Party — and naturally, my Hocus Pocus shirt is coming with me.
I've always loved Halloween and Hocus Pocus is a forever favorite. But the Disney obsession? That's newer, and I have my team's influence to thank for turning me into a full-fledged Disney lover.
I guess you could say they put a spell on me! Ha! 😉🧙♀️
See thrivent.com/social for important disclosures.
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️