The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?
1️⃣ Lacking diversification
2️⃣ Trying to time the market
3️⃣ Investing with your emotions
4️⃣ Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider. 👇
Happy 4th of July!! ❤️💙🇺🇸
We enjoyed the John Deere Classic in a chalet on the 18th green, thanks to Thrivent!!
Quite the accommodations when hopping around on one leg due to my torn Achilles; we had nearby handicapped parking, a golf cart shuttle taking us to our air conditioned chalet. I felt like a queen!! 👑
Planning for Special Needs Individuals and Their FamiliesJoin us on Thursday, April 16th at noon to discuss the unique complexities that go into planning for special needs individuals and their families.
Topics discussed will include:
• State, local and federal resources
• How personal financial planning impacts special needs planning
• Medicaid and Medicare
• Support options
• Special needs trusts
• IEP vs. 504
• ABLE accounts
• Tax considerations
No products will be sold. For additional disclosures, see Thrivent.com/social.
Sun, sand, and a little time to recharge in Mexico. ☀️
Vacations are a great reminder of why financial planning matters—so you can step away, be present with family, and enjoy the moments you work hard for.
Back refreshed and ready to help my clients keep building toward the life they want. 🌊
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
We brought in Author and Speaker Jeannie Burlowski to talk about how to win more scholarships, starting as early as in 8th grade!!
The feedback from parents and students blew me away! It’s such an honor to serve and educate our community 💕
We’re bringing Jeannie back next Wednesday, October 15th at 7pm at Assumption High School - Sunderbruch Auditorium. Join us- it’s free!
No products will be sold.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
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.
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.
Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
It’s that time of year!! Plant your gardens with love and care, and you’ll reap the benefits of what you sow.
Same can be said for your finances. Make sure to tend to your financial garden too. Growth takes time, but the harvest is worth it. 💸🌿
Ps - isn’t she just the cutest little gardener?! 🥰🌱☀️
#WealthAndWellness #GrowYourFuture #ThriventFinancial
See Thrivent.com/social for important disclosures.
I volunteered with a couple classrooms through Junior Achievement this year. I just received a few personalized thank you notes in the mail- they’re SO cute!!
I’m so relieved to see that Jadyn will not be broke now 😉
#LiveGenerously #ThriventFinancial #FinancialLiteracy #SaveSpendShare
See Thrivent.com/social for important disclosures.
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
