How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
How to invest for retirement: Account types & strategic movesInvesting for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:
✔️ Portfolio diversification
✔️ Understanding your risk tolerance and adjusting over time
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s
Learn more about investing for retirement. ⬇️
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Savvy Social Security
Tuesday, June 30 at 1:00 p.m.
Tuesday, June 30 at 7:30 p.m.
When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.
Register Here:
https://thrivent.zoom.us/webinar/register/7717697911165/WN_DirOPZl-Tu25-pzC_4NMDA
No products will be sold. See thrivent.com/social for additional disclosures.
Savvy Tax Strategies
Tuesday, June 23 at 1:00 p.m.
Tuesday, June 23 at 7:30 p.m.
Fact #1: Taxes can be complicated.
Fact #2: No one wants to pay more than their fair share.
When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.
REGISTER HERE:
https://thrivent.zoom.us/webinar/register/9717697829385/WN_UoufOuwGRxOksjw-mhCQ6g
No products will be sold. See thrivent.com/social for additional disclosures.
Annual Celebration of Membership
In Person
English
Thursday, June 25, 2026 at 6 p.m.
The Glasbern Inn
2141 Packhouse Road
Fogelsville, PA 18051
As a purposed-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities.
Join us for a special dinner event at The Glasbern Inn. During this event, you’ll have the opportunity to participate in a Thrivent Action Team supporting Jared Boxes, helping make a meaningful impact in our local community. You’ll also learn easy, meaningful ways to help strengthen and support the causes and community you care about.
REGISTER HERE:
https://www.eventbrite.com/e/annual-celebration-of-membership-at-the-glasbern-inn-tickets-1982715546573?aff=TMNWebsite
No products will be sold. See thrivent.com/social for additional disclosures.
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
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What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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May 2026 Market Update: Optimism inflates equitiesThrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why staying diversified and focused on fundamentals remains important.
Market and Economic Update
Tuesday, April 14 at 12:30 p.m.
Are the current markets making you wonder how to best navigate your financial strategy? Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.
REGISTER HERE:
https://thrivent.zoom.us/webinar/register/1817605629669/WN_DdyCf2V8RM-piySR7r_njA#/registration
No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 5688040.3
2nd Quarter 2026 Market Outlook: Caution is warranted, but stay the courseMarket volatility may remain elevated—but long term discipline still matters. Thrivent's 2nd Quarter 2026 Market Outlook explores why staying invested, with a more defensive posture, can help investors navigate ongoing uncertainty. ⬇️
Retirement savings by age: What's average & what's recommendedCurious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇
March 2026 Market Update: Wobbling stocks, stronger bondsMarkets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.
