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Insights

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

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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Do you talk to your partner about finances regularly? Gabe and I got our Thrivent member magazine last night and one of the client stories was all about this. They also gave a list of these conversation starters. We talked through them while making dinner and I LOVED the question about if our spending was in line with our values as a couple. We even made some changes in our budget to realign with what's important to us. These conversations aren't always easy for couples. I challenge you to use this list to spark discussion with your partner this weekend. If you need a mediator to help get the ball rolling, let's set up a time to talk about how I help my clients have these fun and challenging conversations. Disclosures: thrivent.com/social

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Do you talk to your partner about finances regularly? Gabe and I got our Thrivent member magazine last night and one of the client stories was all about this. They also gave a list of these conversation starters. We talked through them while making dinner and I LOVED the question about if our spending was in line with our values as a couple. We even made some changes in our budget to realign with what's important to us. These conversations aren't always easy for couples. I challenge you to use this list to spark discussion with your partner this weekend. If you need a mediator to help get the ball rolling, let's set up a time to talk about how I help my clients have these fun and challenging conversations. Disclosures: thrivent.com/social

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8 ways to get serious about paying off student loan debt

Is 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. ⬇️

While the value of education is priceless, student loan debt you've accrued can follow you long into the future. If you're looking for ways to pay off your...

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You Graduated and Got the Job—Now What? 🎓💼 If you just walked across the stage this spring—congrats! Landing that first job is a huge milestone. But what are the next steps to becoming a financially independent adult? Here’s what I wish I had done sooner rather than later: ✅ Start an emergency fund—make it accessible, but not too accessible. Only tap into it for true emergencies. ✅ Understand your employee benefits (that 401(k) match? It’s literally free money!) ✅ Make a student loan repayment plan that works with your income and goals ✅ Start saving for long-term goals—even small, consistent contributions add up ✅ Watch out for lifestyle creep (just because you can spend more doesn’t mean you should) Your 20s are the perfect time to lay the groundwork for financial freedom. You don’t need to have it all figured out—but a little strategy now can make a big difference later. Need help getting started? Let’s talk—your future self will thank you. Disclosures: thrivent.com/social

You Graduated and Got the Job—Now What? 🎓💼 If you just walked across the stage this spring—congrats! Landing that first job is a huge milestone. But what are the next steps to becoming a financially independent adult? Here’s what I wish I had done sooner rather than later: ✅ Start an emergency fund—make it accessible, but not too accessible. Only tap into it for true emergencies. ✅ Understand your employee benefits (that 401(k) match? It’s literally free money!) ✅ Make a student loan repayment plan that works with your income and goals ✅ Start saving for long-term goals—even small, consistent contributions add up ✅ Watch out for lifestyle creep (just because you can spend more doesn’t mean you should) Your 20s are the perfect time to lay the groundwork for financial freedom. You don’t need to have it all figured out—but a little strategy now can make a big difference later. Need help getting started? Let’s talk—your future self will thank you. Disclosures: thrivent.com/social

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Thrivent Market & Economic update

In case you missed it… Use the link below to watch Thrivent’s Economic & Market Update, hosted last week. It’s a non-political, level-headed discussion about tariffs, uncertainty, the possibility of a recession, and so much more (scary stuff, I know). Most importantly, learn how they do or don’t impact your portfolio as an individual investor and how we can plan to weather this storm. Give it a watch, and feel free to give me a call or send a DM with any questions or thoughts! Watch here: https://bit.ly/3GkXbYa See thrivent.com/social for important disclosures.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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How to invest during a market downturn

Wondering 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. ⬇️

Recessions are an inevitable part of the economic cycle, but they also present potential investment opportunities. Discover tips and strategies for investing...

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Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers

I recently spoke with a client about their charitable gift planning. This couple knew they wanted to leave a legacy gift after they passed but also wanted the flexibility to make various donations during their lifetime. We created a plan to do just that! The best part? Ownership is set to pass to their children and grandchildren, allowing their family's generosity to continue growing and thriving for generations. They are ensuring that this core value remains front and center for their family long after they're gone. Your legacy can be more than just dollars and cents. #Generosity #CharitableGiving #FinancialPlanning #Thrivent See thrivent.com/social for important disclosures.

Learn more about Thrivent's social media privacy policy and guidelines.

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💘 Cupid’s Guide to Wealth Building: Love Your Money, Grow Your Future 💵 Ready to fall in love with the idea of a secure financial future? It all starts with understanding the key principles of wealth building—and I’m here to guide you every step of the way. 💕 Here’s Cupid’s advice for setting your finances on the path to success: Set Your Heart on Saving 💖 – Just like any great love, your savings should be nurtured and grown over time. Set aside a little every month and watch your future bloom. 🌸 Date Your Investments 💘 – Commit to smart investments that will make your money work for you. From stocks to real estate, there’s a perfect match waiting for you. Spread the Love (Diversify) 💕 – Spread your wealth across different investments, so your love for financial security never fades. Variety is the spice of a strong financial relationship! 🌍 Cut the Heartbreak (Pay Off Debt) 💔➡️❤️ – Say goodbye to the high-interest debt that weighs you down. Free yourself to focus on building a future of financial freedom. There are many types of accounts and financial products available—whether it’s a retirement account, brokerage account, or real estate investment. Choosing the right ones depends on your goals, timeline, and risk tolerance. That’s why meeting with a financial advisor is key. Together, we’ll decide which products best serve your needs and set you up for success. 💡 Pro Tip: Wealth-building is a long-term commitment. Let’s create a plan that grows with you! I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

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💘 Cupid’s Guide to Wealth Building: Love Your Money, Grow Your Future 💵 Ready to fall in love with the idea of a secure financial future? It all starts with understanding the key principles of wealth building—and I’m here to guide you every step of the way. 💕 Here’s Cupid’s advice for setting your finances on the path to success: Set Your Heart on Saving 💖 – Just like any great love, your savings should be nurtured and grown over time. Set aside a little every month and watch your future bloom. 🌸 Date Your Investments 💘 – Commit to smart investments that will make your money work for you. From stocks to real estate, there’s a perfect match waiting for you. Spread the Love (Diversify) 💕 – Spread your wealth across different investments, so your love for financial security never fades. Variety is the spice of a strong financial relationship! 🌍 Cut the Heartbreak (Pay Off Debt) 💔➡️❤️ – Say goodbye to the high-interest debt that weighs you down. Free yourself to focus on building a future of financial freedom. There are many types of accounts and financial products available—whether it’s a retirement account, brokerage account, or real estate investment. Choosing the right ones depends on your goals, timeline, and risk tolerance. That’s why meeting with a financial advisor is key. Together, we’ll decide which products best serve your needs and set you up for success. 💡 Pro Tip: Wealth-building is a long-term commitment. Let’s create a plan that grows with you! I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

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💖 It’s Time to Define the Relationship: Are You Committed to Your Finances? 💸Are you just casually budgeting, or are you in a long-term, committed relationship with your money? 💍💰 If you had to give it a label, where do you and your money stand today? "It's Complicated" 💔 – You’re not sure where your money is going, and your budget feels like an ex you’re still trying to figure out. I can help you work through the confusion and create a clear, actionable plan. "Single and Loving It" 💃 – You’ve got your finances under control all by yourself and you are living your best life. It’s time to move from solo saving to serious investing! You may not want to commit the time and energy to figuring out the stock market on your own. Let’s take it to the next level and make your money work harder for you. "In a Committed Relationship" 💑 – You’re already budgeting and saving, but maybe you’re ready to take the leap to long-term financial goals like retirement, real estate, or college savings. Let’s keep building this relationship for a secure future. "Married to Money" 💍 – You’ve got it all figured out and your financial strategy is locked in place. But hey, even the best relationships need a check-in every now and then. Let’s review your plan and make sure it’s still working for you! Pro Tip: Whether you’re just getting started or you’re ready to make a lifelong commitment to your money, a financial advisor can help you define and strengthen your financial relationship. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FirstDateWithYourFinances #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

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💖 It’s Time to Define the Relationship: Are You Committed to Your Finances? 💸Are you just casually budgeting, or are you in a long-term, committed relationship with your money? 💍💰 If you had to give it a label, where do you and your money stand today? "It's Complicated" 💔 – You’re not sure where your money is going, and your budget feels like an ex you’re still trying to figure out. I can help you work through the confusion and create a clear, actionable plan. "Single and Loving It" 💃 – You’ve got your finances under control all by yourself and you are living your best life. It’s time to move from solo saving to serious investing! You may not want to commit the time and energy to figuring out the stock market on your own. Let’s take it to the next level and make your money work harder for you. "In a Committed Relationship" 💑 – You’re already budgeting and saving, but maybe you’re ready to take the leap to long-term financial goals like retirement, real estate, or college savings. Let’s keep building this relationship for a secure future. "Married to Money" 💍 – You’ve got it all figured out and your financial strategy is locked in place. But hey, even the best relationships need a check-in every now and then. Let’s review your plan and make sure it’s still working for you! Pro Tip: Whether you’re just getting started or you’re ready to make a lifelong commitment to your money, a financial advisor can help you define and strengthen your financial relationship. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #FirstDateWithYourFinances #FinancialPlan #MoneyGoals #FinancialAdvisor #SmartMoneyMoves #WealthBuilding

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Fall in Love With Your Money by Valentines Day💖 💖 Share the Love: The Importance of Generosity 💝 True love isn’t just about what we receive—it’s also about what we give. When it comes to finances, generosity is one of the most rewarding acts of all. 🌟 Here’s why sharing the love is a key part of your financial journey: The Power of Giving Back 🎁 – Giving not only helps others but also brings joy and fulfillment. Whether it's charity, helping a loved one, or supporting a cause, generosity fuels a sense of purpose. Boost Your Own Happiness 😊 – Studies show that giving can increase happiness and improve mental well-being. When you share your resources, you create positive energy that circles back to you. Building a Legacy of Love 💌 – Generosity leaves a lasting legacy. Whether you’re setting up a charity fund, contributing to a family member’s education, or investing in a cause, your giving is a part of the legacy you create for future generations. 🌱 Financial Balance ⚖️ – Generosity, when balanced with your financial goals, can enhance your overall financial well-being. A healthy relationship with money includes both enjoying it and using it to lift others. Pro Tip: The key to sustainable generosity is planning. Let’s discuss how you can incorporate giving into your financial plan without compromising your own goals. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #ShareTheLove #Generosity #GivingBack #FinancialWellBeing #LegacyOfLove #FinancialAdvisor #WealthWithPurpose

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Fall in Love With Your Money by Valentines Day💖 💖 Share the Love: The Importance of Generosity 💝 True love isn’t just about what we receive—it’s also about what we give. When it comes to finances, generosity is one of the most rewarding acts of all. 🌟 Here’s why sharing the love is a key part of your financial journey: The Power of Giving Back 🎁 – Giving not only helps others but also brings joy and fulfillment. Whether it's charity, helping a loved one, or supporting a cause, generosity fuels a sense of purpose. Boost Your Own Happiness 😊 – Studies show that giving can increase happiness and improve mental well-being. When you share your resources, you create positive energy that circles back to you. Building a Legacy of Love 💌 – Generosity leaves a lasting legacy. Whether you’re setting up a charity fund, contributing to a family member’s education, or investing in a cause, your giving is a part of the legacy you create for future generations. 🌱 Financial Balance ⚖️ – Generosity, when balanced with your financial goals, can enhance your overall financial well-being. A healthy relationship with money includes both enjoying it and using it to lift others. Pro Tip: The key to sustainable generosity is planning. Let’s discuss how you can incorporate giving into your financial plan without compromising your own goals. I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures. #FallInLoveWithYourMoney #ShareTheLove #Generosity #GivingBack #FinancialWellBeing #LegacyOfLove #FinancialAdvisor #WealthWithPurpose

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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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