Insights
I've got valuable information and resources to share. Explore away! And check back often.
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“Light in a messenger’s eyes brings joy to the heart, and good news gives health to the bones.” - Proverbs 15:30
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“Light in a messenger’s eyes brings joy to the heart, and good news gives health to the bones.” - Proverbs 15:30
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
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If your golden years are right around the corner, it’s time to start thinking about how to bring your retirement dreams to life. Whether you’re considering starting fresh in a new location, or downsizing and staying local, buying a retirement home is a big step. It’s wise to take time to reflect on whether buying a new home would be a good next step for you or whether you'd be better off staying where you live now. As you weigh the advantages and disadvantages, remember you don't have to do it alone. Please reach out for help through the decision-making process.
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/cffc682a86be4d09967e62e4ebe738c8.png)
If your golden years are right around the corner, it’s time to start thinking about how to bring your retirement dreams to life. Whether you’re considering starting fresh in a new location, or downsizing and staying local, buying a retirement home is a big step. It’s wise to take time to reflect on whether buying a new home would be a good next step for you or whether you'd be better off staying where you live now. As you weigh the advantages and disadvantages, remember you don't have to do it alone. Please reach out for help through the decision-making process.
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
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The latest survey from Thrivent finds that 46%—nearly half—of parents surveyed report they’ve had their adult children boomerang back home to live with them.* If you have adult kids living at home with you, see it as an opportunity to: - Set clear rules and stick to them. - Teach good money habits. - Be a role model. And in the meantime, don’t forget to make use of an extra set of hands to help around the house. 👏🏼 Need help prioritizing financial goals in this season? Let’s talk. *Thrivent 2024 Boomerang survey
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/1c9ee898cb094eb0845922db9c96084d.png)
The latest survey from Thrivent finds that 46%—nearly half—of parents surveyed report they’ve had their adult children boomerang back home to live with them.* If you have adult kids living at home with you, see it as an opportunity to: - Set clear rules and stick to them. - Teach good money habits. - Be a role model. And in the meantime, don’t forget to make use of an extra set of hands to help around the house. 👏🏼 Need help prioritizing financial goals in this season? Let’s talk. *Thrivent 2024 Boomerang survey
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Changing jobs and not sure what to do with your 401(k)? Here are some things to consider before making any decisions: https://bit.ly/3xe6tRi. If you'd like to discuss what options would be the best fit for you, let's connect.
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Changing jobs and not sure what to do with your 401(k)? Here are some things to consider before making any decisions: https://bit.ly/3xe6tRi. If you'd like to discuss what options would be the best fit for you, let's connect.
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/6ae54c593ccb4f39be194920ed780f1f.png)
Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/6ae54c593ccb4f39be194920ed780f1f.png)
Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
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Have a fun and memorable 4th of July celebration!
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Have a fun and memorable 4th of July celebration!
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Summer financial tip coming in hot: Start planning for the holidays now. Tickets are cheaper. You’re more relaxed. And planning by the pool when school’s out is much easier than it will be later this year when you’re slammed with school and work events.
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/f26ea509564f4f40bb462c96756a394b.png)
Summer financial tip coming in hot: Start planning for the holidays now. Tickets are cheaper. You’re more relaxed. And planning by the pool when school’s out is much easier than it will be later this year when you’re slammed with school and work events.