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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Join me for a Savvy Tax workshop next Wednesday, July 17th at 6pm at the Ferndale Library! Learn valuable information on how the IRS looks at your money, how your money is taxed in retirement, important taxation timelines and how your Social Security is taxed. This workshop is for everyone who has a retirement account or those ages 50 and up and aiming for retirement. Note: 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.

Join me for a Savvy Tax workshop next Wednesday, July 17th at 6pm at the Ferndale Library! Learn valuable information on how the IRS looks at your money, how your money is taxed in retirement, important taxation timelines and how your Social Security is taxed. This workshop is for everyone who has a retirement account or those ages 50 and up and aiming for retirement. Note: 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.

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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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Life insurance & living benefits: Ways to use permanent life insurance

Did you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

A solid financial plan covers many things, not the least of which is planning for retirement and having life insurance to help protect your family’s security...

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Risks and habits that can derail your financial plan

Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Help avoid common pitfalls and safeguard your finances for when life doesn't go as expected.

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Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

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Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!

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To all who served and sacrificed for our freedom, thank you.

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To all who served and sacrificed for our freedom, thank you.

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Preparing for retirement checklist: Are you retirement ready?

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months...

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Attention Female Business Owners! Please join me at this incredible event on June 27th! Professional Headshots, Social Media expertise and Financial Advice all in one place!

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Attention Female Business Owners! Please join me at this incredible event on June 27th! Professional Headshots, Social Media expertise and Financial Advice all in one place!

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Income Match Assessment | Thrivent

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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