Markets change. Life changes.
A well-designed strategy helps keep long-term goals in focus through it all.
📞 Call our office to schedule a strategy review.
See Thrivent.com/social for important disclosures.
#WealthManagement
#AdvisorPerspective
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#throwbackthursday
Life insurance isn’t about predicting the future — it’s about being prepared for it.
A simple review can help ensure your coverage still fits.
📞 Call our office to review your coverage.
See Thrivent.com/social for important disclosures.
#FinancialProtection #LifeInsurancePlanning #Thrivent
Ready to explore a new career path?
Thrivent is hiring financial advisors on our Virtual Advice Team. It's an excellent entry point into a long-term career. You'll reengage existing clients, building meaningful relationships and gain hands-on experience in a structured, highly supportive environment.
Find out more: thriventcareers.com/4pnwjI1
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
If retirement is part of your 2026–2027 goals, Medicare deserves a place in the conversation.
You don’t need to make decisions today — but understanding timelines early creates better outcomes later.
Clarity now prevents pressure later.
Call our office to talk through your options.
See thrivent.com/social for important disclosures.
#FinancialPlanning
#GoalSetting
#WealthManagement
#RetirementPlanning
#ProfessionalAdvice
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇
Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.
This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt
Let’s review your strategy together and make sure your investments support your next chapter.
January financial goals be like…
Week 1: “I’m reviewing everything.”
Week 3: “I’ll look at it later.”
Week 6: “Wait… what was my plan again?”
Consistency beats perfection — every time.
👇 Be honest. Which week are you in?
#FinancialPlanning
#GoalSetting
#WealthManagement
#RetirementPlanning
#ProfessionalAdvice
If retirement is part of your 2026–2027 goals, Medicare deserves a place in the conversation.
You don’t need to make decisions today — but understanding timelines early creates better outcomes later.
Clarity now prevents pressure later.
Call our office to talk through your options.
See thrivent.com/social for important disclosures.
#FinancialPlanning
#GoalSetting
#WealthManagement
#RetirementPlanning
#ProfessionalAdvice
If retirement is part of your 2026–2027 goals, Medicare deserves a place in the conversation.
You don’t need to make decisions today — but understanding timelines early creates better outcomes later.
Clarity now prevents pressure later.
Call our office to talk through your options.
See thrivent.com/social for important disclosures.
#FinancialPlanning
#GoalSetting
#WealthManagement
#RetirementPlanning
#ProfessionalAdvice
It’s official…
🐶 Team Bulldogs
🐯 Team Tigers
The office is divided—and we need your help to settle it!
Drop a 🐶 or 🐯 in the comments and declare your team 👇
A fresh start isn’t just about growth — it’s about protection.
If something unexpected happened tomorrow, would your family be financially prepared?
Life insurance isn’t about fear.
It’s about responsibility, care, and financial clarity.
The start of the year is a good time to review what you already have — and why.
See thrivent.com/social for important disclosures.
#FinancialGoals
#NewYearNewGoals
#FinancialPlanning
#PurposeDriven
#ClarityAndConfidence
#RetirementPlanning
#WealthWithPurpose
#Thrivent
New Year. New Goals.
A new year is a great time to reflect on what matters most — and that includes your financial future. In 2026, let’s create a plan that supports your long-term goals and gives you confidence moving forward.
➡️ Learn more and start the conversation at
https://connect.thrivent.com/lydia-cox
See thrivent.com/social for additional disclosures.
#Thrivent #NewYearNewGoals #FinancialPlanning #PlanWithPurpose #FinancialConfidence
If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.
The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0
If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
I was able to visit family in Illinois over the Christmas break. One morning, as I enjoyed coffee at my sister's house, I felt grateful for the opportunity to recharge with loved ones over Christmas and reflective on the year that had passed.
If you didn't achieve your financial goals in 2025, be kind to yourself; life is full of unexpected challenges.
If you're ready to regain control and cultivate healthy financial habits in 2026, we're here to support you.
By adopting proactive financial habits, you can experience a profound shift towards a more secure, stable, and liberated life.
You are worth it!
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
I was reminded at church this weekend that salvation is for ALL of us because of God’s gift to us in baby Jesus. What a beautiful reminder!
The birth of Jesus is such a powerful sign that God comes toward us—not just to a few people, but to everyone, exactly as we are.
A tiny baby, born into an ordinary family, shows that God’s love isn’t distant, it’s here for all of us.
Thank you to all our clients near and far. Praying you have a Merry Christmas! - Lydia
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
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
