Insights

Eight strategies to embrace family philanthropyCharitable giving can be even more rewarding when the whole family takes part. Sharing why certain causes matter, choosing organizations together or creating a family giving tradition can help generosity grow across generations.
Find more ways to involve your family. ⬇️

#FunFriday: Is your family Team Thanksgiving or Team Christmas when it hits November First? Maybe you are a house divided - let me know in the comments below!
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This is definitely a time of year for reflection and that always makes me thankful to see how far I've come. Take a minute today and let us know in the comments something you are thankful for! I'm thankful for my faith – for being raised in a Christian home and having wonderful mentors.
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Thrivent Action Teams are a great way to be involved this holiday season. Apply now for an action team and help make a difference in you community!
https://www.thrivent.com/about-us/membership/thrivent-action-teams
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November is the month of Thankfulness. And a good time to remember that because of our faith - we have so much to be thankful for.
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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.

It's National Pumpkin Day! How will you celebrate? Maybe grab a PSL, a pumpkin pie, pumpkin delights, or just carve a pumpkin.
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#FunFriday: Share with us your favorite Halloween Costume you wore growing up - we'd love to see a picture if you have one to share!
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Wishing a Happy Birthday to one of the office staff on our team - Katie Hannan! We hope you have a great day Katie!
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How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.
A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.
Find out more. ⬇️

Fall is here - tell me are you a pumpkin everything or an apple spice person this time of year?
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Happy Daughters Day to my daughter Kayla! You are a true blessing and I am proud to be your dad!

College Planning Strategies - Advocate Wealth Advisors | ThriventAre you a student or a parent of a college-bound student? Join us for a free College Planning Strategies workshop on Oct 3,2026 where we will explore the 3 steps of college planning: admissions, academics and financials. Sign up today: https://connect.thrivent.com/advocate-wealth-advisors/events/107101
No products will be sold. 27878-17 R12-20

It's #NationalIceCream Day. My favorite flavor is Mint Chocolate Chip. Tell us your favorite flavor in the comments below - then make sure to go grab yourself a bowl (or cone!) of it to celebrate tonight!





