Insights
Happy Birthday to Katie! Many of you know Katie from our office - we are grateful for the work she does for our team! Join us in wishing her a Happy Birthday!
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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 in the comment below - are you a pumpkin everything fan? I personally enjoy a cold brew coffee with a pumpkin cold foam.
It's #NationalDaughtersDay and I am blessed to have two wonderful daughters. These girls are a joy to parent with a lot of laughter. They are helpful and both have big hearts. I am grateful for the blessing of being their Papa.
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.
Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
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!
Are 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/matthew-oleson/events/107100
No products will be sold. 27878-17 R12-20
Today is National Cheeseburger Day! Tell me in the comments below where your favorite spot is to grab a burger? I love the burgers from Culver's!
This weekend saw us celebrating Grandparents Day. Grandparents are worth celebrating every day! We are are grateful for the role our kids' grandparents play in their lives.
#FunFriday: As the rest of the country gets ready to head back to school next week - tell me, when you were in school would you have preferred to have an extra hour of recess or unlimited snacks? As an active boy - I would have loved an extra hour of time at recess!
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As a Thrivent advisor, one of the things I'm most proud of is Thrivent's Generosity programs. I am thankful to work for a company that looks for positive ways to give back and impact the community.
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Believe it or not August has passed and September is here! Here is to hoping that September brings us some cooler weather in Florida!
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#NationalPetRemembranceDay We miss our Gryffin. He LOVED food, cold weather, and our kids. He was such a great dog and we miss him.
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/3RA8u4Z
See thrivent.com/social for important disclosures.
