Insights

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📖 Deuteronomy 8 reminds us of many powerful truths. Moses tells Israel to remember how God led them, provided for them, humbled them, and taught them. And once they entered the Promised Land—full, safe, and blessed—they were warned not to forget the One who made it all possible. 💬 “You may say to yourself, ‘My power and the strength of my hands have produced this wealth for me.’ But remember the Lord your God, for it is He who gives you the ability to produce wealth.” — Deuteronomy 8:17–18 As a financial advisor, this chapter hits home: 💼 Wealth isn’t just strategy. 📊 Success isn’t just discipline. 👆 Ability, opportunity, wisdom, and provision all flow from God. Our role? To steward well, stay humble, and keep pointing people back to the Source of every blessing. ✨ Faithful stewardship begins with gratitude. Photo credit: my wonderful mother Kendra Bunger, pictured is her apple tree this past summer 🍎
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If you’re working today or home with your family, pause to remember - Veterans Day isn’t just another date on the calendar—it’s a reminder that the freedoms we enjoy were earned through courage, sacrifice, and unwavering dedication. To all who have worn the uniform, who have served and sacrificed—thank you. Your commitment to something greater than yourself is what keeps this nation strong. May we never take for granted the peace you helped secure and the values you defended. 🇺🇸 Land of the free because of the brave.
Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirement
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
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Wisdom and Wealth Wednesday When working with a financial advisor, the best place to start is with honesty. You don’t need to hide your situation or feel ashamed. Real progress begins when you come as you are. Good advisors walk with you, guide you, and help you take steps forward from right where you stand. In the same way, Jesus invites us to come to Him just as we are - no perfection required. 📖 “Come to me, all you who are weary and burdened, and I will give you rest.” — Matthew 11:28 The freedom to be honest is powerful, both in finances and in faith! See thrivent.com/social for important disclosures.
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In the financial world, advisors are trained to always have an “elevator speech”—a clear, simple way to explain what they do and why it matters. The goal? To be ready at any moment to share their purpose and value. As Christians, we’re called to do something very similar. Scripture tells us: “Always be prepared to give an answer to everyone who asks you to give the reason for the hope that you have.” — 1 Peter 3:15 Just like advisors prepare their pitch, we should prepare our testimony. Not a long, complicated explanation—but a short, authentic way to share the hope we have in Jesus. Because the world needs to hear it. 📖 What would your “elevator speech” of faith sound like?
September 2025 Market Update: Expectations for lower rates return
September 2025 Market Update: Expectations for lower rates returnEconomic data from August showed that growth is slowing. Read Thrivent's September market update to learn more.
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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
5 financial risks (and how to adapt your financial plan)
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
Is early retirement right for you?
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Enjoy retirement income without the guesswork
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
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"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9
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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
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Are you 60+ years old and have questions regarding Medicare? Whether you're nearing retirement and want to start making Medicare decisions or you're retired and looking to understand your coverage better, this workshop is for you! We'll be going through the basics of Medicare and supplemental insurance, with a Q&A to follow the presentation. You'll also have the ability to set a 1-on-1 meeting after the seminar if you'd like to review your personal situation a bit more. Lunch will be provided, so please RSVP by calling 641-450-0008 if you'd like to attend. We hope to see you there! *No products will be sold.
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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.
Retirement savings by age: How much should you have?
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.