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

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Lent is a chance to refocus on what’s really important to you. What comforts can you give up to grow closer to God?

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Lent is a chance to refocus on what’s really important to you. What comforts can you give up to grow closer to God?

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Either you control your technology, or it will control you! For the season of lent, many Christians decide to give up something in order to create space for something better! Our church has been challenging us to consider making modifications to how much and types of technology we use often. It made my first statement come to mind and I have been reflecting on it, do I truly have control over these and other areas of my life or am I out of control and these areas truly control/run me and my life? I can tell you there is nothing more freeing than when you get to a point of simplicity along with knowing what you control and what you do not! I will give you a hint, we control much less than you might realize! I am wondering within my network, what are things you are looking to intentionally give up in order to create capacity in another area? What would it look like if the desires of our hearts were able to be fully achieved with this new capacity and mindset? Are you fasting from something specific during Lent? Please share below as a way to encourage others as we all need support and challenge on our journey through life!

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Either you control your technology, or it will control you! For the season of lent, many Christians decide to give up something in order to create space for something better! Our church has been challenging us to consider making modifications to how much and types of technology we use often. It made my first statement come to mind and I have been reflecting on it, do I truly have control over these and other areas of my life or am I out of control and these areas truly control/run me and my life? I can tell you there is nothing more freeing than when you get to a point of simplicity along with knowing what you control and what you do not! I will give you a hint, we control much less than you might realize! I am wondering within my network, what are things you are looking to intentionally give up in order to create capacity in another area? What would it look like if the desires of our hearts were able to be fully achieved with this new capacity and mindset? Are you fasting from something specific during Lent? Please share below as a way to encourage others as we all need support and challenge on our journey through life!

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Please help me in welcoming Chloe Sheldon to the Rooted Financial Advisors-Thrivent Team!! Here is a bit more about her and we are excited for so many to get to know her better in the days, weeks and months ahead! Hi, I’m Chloe Sheldon, and I’m from Cincinnati Ohio. I have four siblings and two adorable dogs, Mac and Higgins. In my free time I enjoy reading, listening to music, and spending time with my friends and family. What I’m most excited for in 2025 is exploring new places and trying new things. I especially look forward to meeting new people and pushing myself out of my comfort zone, and I can’t wait to see what other possibilities the year may bring.

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Please help me in welcoming Chloe Sheldon to the Rooted Financial Advisors-Thrivent Team!! Here is a bit more about her and we are excited for so many to get to know her better in the days, weeks and months ahead! Hi, I’m Chloe Sheldon, and I’m from Cincinnati Ohio. I have four siblings and two adorable dogs, Mac and Higgins. In my free time I enjoy reading, listening to music, and spending time with my friends and family. What I’m most excited for in 2025 is exploring new places and trying new things. I especially look forward to meeting new people and pushing myself out of my comfort zone, and I can’t wait to see what other possibilities the year may bring.

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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Good tires and traction are vital if you truly want to get to your destination! Have you ever confused effort with progress? I have found that sometimes I confuse the effort I expel with the idea of progress, but is it? Or am I just "spinning my wheels" and not moving forward?! With the recent weather, I have seen many people not realize (and usually not until it's too late) that their tires lack adequate grip to keep their car safely on the road and headed in the correct direction. I find that fascinating that we many times realize that with our vehicles or even regularly check the tire depth to ensure our tires are safe to drive on vs. getting them replaced, but how often do we check on our "financial vehicles" to ensure we are truly getting progress, not just effort, towards our destination?? On some of our most prized possessions, our house, car, body, etc., we regularly need ongoing maintenance and the same is true of our financial goals! We cannot make up for lost time! We cannot confuse effort with progress! We cannot ignore and expect great results! So, if it has been a while, schedule a time to check your tires on your financial goals, rotate them regularly and ensure you have adequate traction for the road ahead! Doing this will save you not only money but time, which can be even more valuable! PS if you need more winter driving tips, happy to share anytime! LOL

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Good tires and traction are vital if you truly want to get to your destination! Have you ever confused effort with progress? I have found that sometimes I confuse the effort I expel with the idea of progress, but is it? Or am I just "spinning my wheels" and not moving forward?! With the recent weather, I have seen many people not realize (and usually not until it's too late) that their tires lack adequate grip to keep their car safely on the road and headed in the correct direction. I find that fascinating that we many times realize that with our vehicles or even regularly check the tire depth to ensure our tires are safe to drive on vs. getting them replaced, but how often do we check on our "financial vehicles" to ensure we are truly getting progress, not just effort, towards our destination?? On some of our most prized possessions, our house, car, body, etc., we regularly need ongoing maintenance and the same is true of our financial goals! We cannot make up for lost time! We cannot confuse effort with progress! We cannot ignore and expect great results! So, if it has been a while, schedule a time to check your tires on your financial goals, rotate them regularly and ensure you have adequate traction for the road ahead! Doing this will save you not only money but time, which can be even more valuable! PS if you need more winter driving tips, happy to share anytime! LOL

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Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

Steer clear of costly tax pitfalls by knowing what to watch for. Discover how to unlock valuable deductions, claim key credits, and streamline your approach to...

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Last week on my Business trip to Minneapolis, I got upgraded to First Class!! What a treat to be in row 1, easy on and off! I remember my first ever flight, 6th grade to Washington DC for a trip to see our nation's capital, monuments and museums with my classmates. Back then, it was an experience to fly, and I felt the airlines treated you as such, because it was not a common thing and definitely not as common as it is today. There was so much awe and wonder over the whole trip and felt special at every step of the journey. Now it seems like a rush, fill the plan and we are an inconvenience to the employees at times. Flying has lost its luster for me in many ways, and I see it as a necessity more than enjoying the experience and privilege it is. But then you get "picked" to be upgraded to first class and it takes you back to a time when loyalty mattered, and people acknowledged you personally. I miss those days and try my BEST to make those of my clients feel like a First-Class Passenger at every step of their experience and journey with my team! I know clients have many choices of who to work with on their financial goals. Those that desire to work with us, we count it as a privilege and desire to work hard for them to ensure we meet their expectations, and many times even exceed it. It truly is the little things in life that can go a long way in making someone feel heard, unique and special! Isn't that what we all want?! If you have loved ones that you feel might benefit from my services, I would be honored if you referred them my way. I would love to have the opportunity to service their needs. It is both an honor and compliment to know that our clients believe we can help someone they care about! Please feel free to reach out to us and we will connect with them to schedule a complimentary introduction meeting, where we discover the unique ways Rooted Financial Advisors-Thrivent can serve clients well, bringing clarity and contentment to their finances! Are you an aisle seat, window seat or prefer the automobile when traveling? comment below! I am an aisle seat guy when flying but man do I enjoy a road trip!

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Last week on my Business trip to Minneapolis, I got upgraded to First Class!! What a treat to be in row 1, easy on and off! I remember my first ever flight, 6th grade to Washington DC for a trip to see our nation's capital, monuments and museums with my classmates. Back then, it was an experience to fly, and I felt the airlines treated you as such, because it was not a common thing and definitely not as common as it is today. There was so much awe and wonder over the whole trip and felt special at every step of the journey. Now it seems like a rush, fill the plan and we are an inconvenience to the employees at times. Flying has lost its luster for me in many ways, and I see it as a necessity more than enjoying the experience and privilege it is. But then you get "picked" to be upgraded to first class and it takes you back to a time when loyalty mattered, and people acknowledged you personally. I miss those days and try my BEST to make those of my clients feel like a First-Class Passenger at every step of their experience and journey with my team! I know clients have many choices of who to work with on their financial goals. Those that desire to work with us, we count it as a privilege and desire to work hard for them to ensure we meet their expectations, and many times even exceed it. It truly is the little things in life that can go a long way in making someone feel heard, unique and special! Isn't that what we all want?! If you have loved ones that you feel might benefit from my services, I would be honored if you referred them my way. I would love to have the opportunity to service their needs. It is both an honor and compliment to know that our clients believe we can help someone they care about! Please feel free to reach out to us and we will connect with them to schedule a complimentary introduction meeting, where we discover the unique ways Rooted Financial Advisors-Thrivent can serve clients well, bringing clarity and contentment to their finances! Are you an aisle seat, window seat or prefer the automobile when traveling? comment below! I am an aisle seat guy when flying but man do I enjoy a road trip!

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

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Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

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

Thrivent financial advisors and 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.

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