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Insights

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

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Maximizing Social Security for married couples: How it works & spousal strategies to consider

Differences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️

For married couples, a smart Social Security strategy considers both spouses' projected benefits and life expectancies. Creating a claiming plan together can...

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🌅 Retirement isn’t an age—it’s a number. For some people, retirement comes at 65. For others, it might be 55… or even 45. The truth is, retirement isn’t about how old you are—it’s about whether you’ve built the financial freedom to live life on your terms. The earlier you start planning, the more flexibility and options you’ll have later. Every dollar you save and invest today is a step closer to the lifestyle you want tomorrow. ✅ Do you want to retire on time or ahead of time? ✅ Do you know your number? If you’re not sure where you stand, let’s talk. I help families create a roadmap that puts their goals—and their timeline—within reach. 📩 Send me a message today to start the conversation. #RetirementPlanning #FinancialFreedom #PlanAhead See thrivent.com/social for important disclosure information.

🌅 Retirement isn’t an age—it’s a number. For some people, retirement comes at 65. For others, it might be 55… or even 45. The truth is, retirement isn’t about how old you are—it’s about whether you’ve built the financial freedom to live life on your terms. The earlier you start planning, the more flexibility and options you’ll have later. Every dollar you save and invest today is a step closer to the lifestyle you want tomorrow. ✅ Do you want to retire on time or ahead of time? ✅ Do you know your number? If you’re not sure where you stand, let’s talk. I help families create a roadmap that puts their goals—and their timeline—within reach. 📩 Send me a message today to start the conversation. #RetirementPlanning #FinancialFreedom #PlanAhead See thrivent.com/social for important disclosure information.

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7 ways to help reduce your taxable income

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep...

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The 3 advantages of life insurance for children

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now.

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind...

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Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the...

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🚨 Retirement Tip: The IRS doesn’t have to be your biggest beneficiary. You’ve worked hard to save for retirement—don’t let unnecessary taxes take a bigger bite than they should. With the right plan, you may: 💡 Keep more of what you’ve earned 💡 Withdraw funds strategically 💡 Pay less in taxes over time I help people turn their investments into a tax-smart income plan so they can enjoy more freedom and less stress. 📩 Message me if you’d like to see how much more you could keep. #TaxEfficientRetirement #SmartInvesting #FinancialFreedom See thrivent.com/social for important disclosure information.

🚨 Retirement Tip: The IRS doesn’t have to be your biggest beneficiary. You’ve worked hard to save for retirement—don’t let unnecessary taxes take a bigger bite than they should. With the right plan, you may: 💡 Keep more of what you’ve earned 💡 Withdraw funds strategically 💡 Pay less in taxes over time I help people turn their investments into a tax-smart income plan so they can enjoy more freedom and less stress. 📩 Message me if you’d like to see how much more you could keep. #TaxEfficientRetirement #SmartInvesting #FinancialFreedom See thrivent.com/social for important disclosure information.

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The importance of estate planning: Protecting your people, property & privacy

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.

When you hear or read the word "estate," perhaps images flash in your mind of diamond jewelry, garden parties and gleaming yachts. So if you don't have any of...

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💡 The 8th Wonder of the World: Compound Interest 💡 Albert Einstein reportedly called compound interest the 8th wonder of the world — and for good reason. It’s the magic where your money not only earns interest… but then that interest starts earning interest too. 📈 Here’s the truth: Start early → time does the heavy lifting. Stay consistent → even small amounts grow big. Be patient → the longer you wait, the greater the effect. 💰 Example: If you invest $200/month starting at age 25 and earn an average of 8% annually, you’d have about $745,000 by age 65. Wait just 10 years to start? You’d have less than half that amount. Start today. Your future self will thank you — and so will your bank account. 🙌 #CompoundInterest #WealthBuilding #StartNow See thrivent.com/social for important disclosure information.

💡 The 8th Wonder of the World: Compound Interest 💡 Albert Einstein reportedly called compound interest the 8th wonder of the world — and for good reason. It’s the magic where your money not only earns interest… but then that interest starts earning interest too. 📈 Here’s the truth: Start early → time does the heavy lifting. Stay consistent → even small amounts grow big. Be patient → the longer you wait, the greater the effect. 💰 Example: If you invest $200/month starting at age 25 and earn an average of 8% annually, you’d have about $745,000 by age 65. Wait just 10 years to start? You’d have less than half that amount. Start today. Your future self will thank you — and so will your bank account. 🙌 #CompoundInterest #WealthBuilding #StartNow See thrivent.com/social for important disclosure information.

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Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss. See thrivent.com/social for important disclosures.

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Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss. See thrivent.com/social for important disclosures.

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💰 Be Intentional with Your Money 💡 It’s not just about how much you make — it’s about what you do with it. Every dollar has a job. If you don’t tell your money where to go, it’ll disappear without a trace. That’s why being intentional with your spending is key. ✅ Know where your money is going ✅ Cut the mindless spending ✅ Prioritize investing — even if it’s just a little each month Your future self will thank you. Small, consistent investments now can create financial freedom later. Start today. Stay consistent. Be intentional. 🧠📈 #FinancialFreedom #SmartMoneyMoves #InvestInYourFuture #MoneyMindset See thrivent.com/social for important disclosure information.

💰 Be Intentional with Your Money 💡 It’s not just about how much you make — it’s about what you do with it. Every dollar has a job. If you don’t tell your money where to go, it’ll disappear without a trace. That’s why being intentional with your spending is key. ✅ Know where your money is going ✅ Cut the mindless spending ✅ Prioritize investing — even if it’s just a little each month Your future self will thank you. Small, consistent investments now can create financial freedom later. Start today. Stay consistent. Be intentional. 🧠📈 #FinancialFreedom #SmartMoneyMoves #InvestInYourFuture #MoneyMindset See thrivent.com/social for important disclosure information.

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.

Designations

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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