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

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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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...

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Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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What you need to know about legacy planning & how to get started

Why is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓

After years of hard work and dedication, building a legacy you can pass along might be one of your top priorities. With each passing year, you may be thinking...

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How an allowance for kids teaches financial lessons for adulthood

Looking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️

Educating children about money goes well beyond knowing how many quarters are in a dollar. You also can teach them that money represents something that can be...

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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Life insurance | Thrivent

Who do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens. Learn more about Thrivent’s insurance solutions. ⬇️

With a variety of options available, we can help you find the right policy to fit your financial plan.

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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Retirement can feel like it’s a lifetime away—until suddenly it’s not. Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement. Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

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.

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