Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

What is the best way to save for retirement?

Even if retirement seems far off, it’s important to plan ahead. By understanding the sources of your future retirement income, you can see where you stand and work to fill gaps. Let's connect and review your retirement plan together.

Most people want to know the best way to save for retirement, thinking it's a simple, clear-cut answer. But there's no single way to ensure you have the right...

Image VIEW MORE +
Image

2025 Midyear Market Outlook

Will market volatility continue into the second half of 2025? Thrivent leaders share thoughts on what may happen in the Midyear Market Outlook.

We don’t anticipate the market roller coaster will get less bumpy in the second half of 2025.

Image VIEW MORE +
Image

Budgeting 101: Definition, purpose & types

Your budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.

Setting a budget can be a powerful tool to help you align everyday money decisions with your values. It can help you spend, save, invest and give without much...

Image VIEW MORE +
Image

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.

Image Read Post
Image

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

Image

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

Image VIEW MORE +
Image

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...

Image Read Post

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

Image VIEW MORE +
Image

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.

Image VIEW MORE +
Image

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...

Image VIEW MORE +
Image

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.

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.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.