Insights
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.
Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
There’s so much that goes into building a business, but it’s also important to think about what you’re building for your own future.
I had the wonderful opportunity to participate in a Business Series workshop with the Christian Chamber of Commerce and connect with Hispanic business owners in our community.
I was able to share more about the financial conversations I have with business owners, from retirement savings and business valuation to preparing for future transitions and looking at how their business fits into their overall financial picture.
I really enjoyed the opportunity to connect, share financial education, and encourage business owners to start thinking about these questions, even if they don’t have all the answers today.
Thank you to the Christian Chamber of Commerce for bringing our business community together and giving me the opportunity to be part of the conversation.
When should you start taking Social Security? 🤔
At 62? Full retirement age? Wait until 70?
The answer isn’t the same for everyone, and the decision can affect more than just the amount of your monthly benefit.
Join me for Social Security: Timing Is Everything, an educational webinar where we’ll talk about:
✅ How the timing of your benefits can affect what you receive
✅ Considerations for spouses, divorced spouses, and survivors
✅ What happens if you continue working in retirement
✅ How taxes may impact your Social Security benefits
If retirement is getting closer, this is a conversation worth having.
📅 Tuesday, October 27
⏰ 11:30 AM - 12:00 PM PST
💻 Online webinar
🔗 Register here: https://events.teams.microsoft.com/event/a73880b6-3c32-444e-87d5-778944afc1ff@020546b9-ddfd-459b-89d1-12a53f27a5e2?source=copyLinkLegacyShareLinkDialog
This webinar will not be recorded. Update disclosure to read: Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. No products will be sold.
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 ⬇️
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
For many families, these assets represent more than financial value. They hold memories, traditions, and a legacy built over generations.
Yet without proper planning, transferring property can create unexpected challenges for those you care about most.
That's why I'm hosting a complimentary educational webinar:
🏡 Transferring Property Across Generations
📅 Tuesday, September 22, 2026
⏰ 11:30 AM - 12:00 PM PT
During this workshop, we'll discuss:
✅ Key parts of the inheritance process
✅ The importance of family communication
✅ Strategies that may help protect assets and preserve family harmony
✅ Ways to create a smoother transition for future generations
Whether you own a family home, investment property, small business, or other meaningful assets, this session can help you start thinking about the conversations and planning steps that matter.
🔗 Register here: https://events.teams.microsoft.com/event/13262499-4879-4ba2-9387-761f70e83147@020546b9-ddfd-459b-89d1-12a53f27a5e2?source=copyLinkLegacyShareLinkDialog
No products will be sold.
I had the opportunity to meet Joey Aviles, this year's keynote speaker, and hear his inspiring message about leadership, authenticity, and the power of embracing who you are.
As Hispanic advisors, we have a unique opportunity to serve our communities through education, guidance, and meaningful relationships. Joey's message was a powerful reminder that our stories, backgrounds, and experiences are not obstacles. They are part of what makes us effective leaders and advocates for those we serve.
Grateful to be part of a community of Hispanic advisors at Thrivent who are committed to making a difference and helping individuals and families build financial confidence.
#Somos2026 #Thrivent #HispanicProfessionals #FinancialGuidance #Leadership #Community
While most small businesses aim to survive, I'm here to help you THRIVE. I understand the complexities of business ownership and can support you through every stage as you help build, preserve and protect your assets.
When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter.
Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have.
If you're thinking about your transition strategy, let's connect and walk through your options-step by step.
See thrivent.com/social for important disclosures.
Thank you, Iglesia Seguidores, for welcoming us this past Saturday! 🙏
Fue un honor compartir con su comunidad y conversar sobre la importancia de tomar decisiones financieras informadas y con propósito.
A special thank you to Pastor and Pastora for opening your doors and allowing us to serve alongside Hispanic Access Foundation.
Gracias a todos los que asistieron, hicieron preguntas y participaron en la conversación. La educación financiera tiene el poder de cambiar vidas, fortalecer familias y crear oportunidades para las próximas generaciones.
Together, we continue building stronger futures through knowledge, confidence, and community.
Juntos seguimos construyendo un mejor futuro a través de la educación, la confianza y el apoyo mutuo. ❤️
#EducacionFinanciera #FinancialEducation #HispanicAccessFoundation #IglesiaSeguidores #CommunityFirst #LasVegas
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
Still reflecting on Boss Women Rising II 🤍
Grateful to have been in a room full of powerful, driven, and purpose-led women—entrepreneurs, business owners, and leaders all committed to growing, supporting, and elevating one another.
What stood out most wasn’t just the insight shared… it was the energy in the room.
Women showing up, asking thoughtful questions, sharing experiences, and building real connections.
Events like this are a reminder that success isn’t something we build alone—it’s something we create together through community, collaboration, and intentional support.
Thank you to Congresswoman Susie Lee and her team for creating a space that uplifts women and continues to open doors for opportunity, growth, and access.
Proud to be part of conversations that empower women to build, lead, and thrive.
What an incredible evening at our very first Bases Financieras: Tu plan para prosperar workshop in Las Vegas! 🙌
When I joined Thrivent, one of my biggest dreams was to bring financial education to my community — in our language, in spaces where we already gather, with conversations that actually feel like home. Last month, that dream came to life at Iglesia Cristiana Centro de Adoración Familiar in Henderson.
We talked about the foundations of building a financial plan — budgeting, protection, saving, and creating a legacy for the next generation. But more than that, we talked about confianza (confidence), familia, and what it means to take that first brave step toward financial wellness. 💛
A huge thank you to:
✨ Hispanic Access Foundation for this beautiful partnership
✨ Iglesia Cristiana Centro de Adoración Familiar for opening your doors
✨ Every single person who showed up, asked questions, and shared their stories
This is just the beginning. ¡Esto es solo el comienzo!
#BasesFinancieras #HispanicAccessFoundation #Thrivent #FinancialEducation #LatinoCommunity #LasVegas #EducaciónFinanciera
See thrivent.com/social for important disclosure information.
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
Grateful to have been part of the Junior Achievement Career Exploration Fair at Fay Herron Elementary!
Connecting with over 300 students and seeing their excitement about the future was truly inspiring.
My message to them was simple:
💡 Start Small
💡 Start Early
💡 Stay Consistent
These small lessons can make a big impact over time.
Big thank you to Junior Achievement, the teachers, and all the partners who helped make this event so impactful!
Grateful to have been part of the Future Festival at Sedway Middle School along with Mike.
Our message was simple: start early, stay consistent, and let compound interest work for you.
The conversations, questions, and level of engagement from the students made this an unforgettable experience. Moments like this are a powerful reminder of why education matters.
Still putting off your financial questions?
Tuesday's Financial Foundations webinar is almost here.
If you want more confidence, better decisions, and a clearer direction with your finances, don’t sit this one out.
🔗 Register today: https://bit.ly/4trsLqt
📅 Tuesday, April 28, 2026
🕚 11:00 a.m. (PT)
📍 Live via Zoom
No products will be sold.
Grateful to be part of NAREB’s Community Wealth Building Resource Fair at West Preparatory Academy.
Always proud to support community‑focused events that provide education, resources, and access to build stronger financial futures.
#CommunityWealth #FinancialEducation #LasVegasCommunity
2026 IRA contribution deadline: There's still time to maximize your savingsApril 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️
Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage.
These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk