Take some time this January to create a financial plan that empowers you to create clarity, stability, and impact with your money. I can help walk you through the process. Reserve your January financial health check-up today and check off this important item from your holiday to-do list. Now taking appointments for your New Year financial goals
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Pros & cons of paying off your mortgage before you retireIf you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire?
While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences 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. ⬇️
Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.
How to invest during a market downturnWondering if and how your investment portfolio needs to change during market downturn? While it’s important to not derail your longer-term investing goals by making large changes to your investment mix, there are investment options you can consider that tend to hold up even in downward economic times. ⬇️
Do you need an ally on your financial journey? I'd love to learn more about your goals and what's important to you. Reach out for a complimentary consultation. See thrivent.com/social for important disclosure information.
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. ⬇️
What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
Join me on Thursday, May 1st for a Women, Wealth, and Wisdom workshop at Vendella coffee haus in Eagan, MN.
Gain courage. Pursue clarity. Change your life.
Sign up today: https://www.eventbrite.com/e/1308244828499?aff=oddtdtcreator
No products will be sold.
How to invest during a market downturnChoosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest.
Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.
2nd Quarter 2025 Market Outlook: Uncertainty strikes backMarket volatility rose in Q1 2025 amid heightened uncertainty around trade policy, immigration, government layoffs, and shifting geopolitical dynamics. Thrivent remains focused on long-term fundamentals as we head into Q2.
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Women, Wealth, & WisdomGain courage. Pursue clarity. Change your life. Learn how at our free Women, Wealth & Wisdom workshop on April 3 and May 1 - you can attend one or both workshops for no cost.
Sign up today:
April: https://www.eventbrite.com/e/1306933546419?aff=oddtdtcreator
May: https://www.eventbrite.com/e/1308244828499?aff=oddtdtcreator
No products will be sold.
Women, Wealth, & WisdomJoin me for these upcoming events at Vendella in Eagan
April: https://www.eventbrite.com/e/1306933546419?aff=oddtdtcreator
May: https://www.eventbrite.com/e/1308244828499?aff=oddtdtcreator
Thrivent clients - Don’t forget to direct 2023 Choice Dollars®️ prior to 3/31/24! If you’re an eligible Thrivent client and have Choice Dollars available to direct. For more info or to direct Choice Dollars, call 800-847-4836 and say “Thrivent Choice.” Or click here: thrivent.com/thriventchoice
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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Thrivent clients - Don’t forget to direct 2023 Choice Dollars®️ prior to 3/31/24! If you’re an eligible Thrivent client and have Choice Dollars available to direct. For more info or to direct Choice Dollars, call 800-847-4836 and say “Thrivent Choice.” Or click here: thrivent.com/thriventchoice
