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

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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Cheers to Great Company and Conversation! Last night, Vaughn Thompson and I had the pleasure of hosting a wine event at Wine Fusion. It was a fantastic evening filled with meaningful conversations, new connections, and familiar faces. We’re grateful to everyone who joined us to learn more about wine pairings. Building relationships and sharing insights is at the heart of what we do as financial advisors with Thrivent. If you’d like to join us for future events or learn more about what we do, feel free to reach out. We’d love to include you!

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Cheers to Great Company and Conversation! Last night, Vaughn Thompson and I had the pleasure of hosting a wine event at Wine Fusion. It was a fantastic evening filled with meaningful conversations, new connections, and familiar faces. We’re grateful to everyone who joined us to learn more about wine pairings. Building relationships and sharing insights is at the heart of what we do as financial advisors with Thrivent. If you’d like to join us for future events or learn more about what we do, feel free to reach out. We’d love to include you!

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Avoid adding more stress to the holiday season by making sure you’re not a target of phishing scams. Hackers tend to be most active during the distracting weeks leading up to Christmas. Here are some tips to stay vigilant: https://bit.ly/4eZ2EQ7

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Avoid adding more stress to the holiday season by making sure you’re not a target of phishing scams. Hackers tend to be most active during the distracting weeks leading up to Christmas. Here are some tips to stay vigilant: https://bit.ly/4eZ2EQ7

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Are You Prepared for the Corporate Transparency Act? Starting January 1, 2024, the Corporate Transparency Act (CTA) will require certain businesses to report key ownership and control details to the Financial Crimes Enforcement Network (FinCEN). This is part of a broader effort to combat illicit financial activities. If you own or manage a business, now is the time to assess your compliance. The reporting requirements could impact business owners, family enterprises, and even trusts. Staying informed and proactive is essential to avoid penalties. Read more about how the CTA might affect you and what steps you can take to prepare: https://bit.ly/3CWHTHg Book a meeting with me: https://bit.ly/4aPLtPP. #FinancialAdvisor #WealthManagement For disclosure information, see thrivent.com/social.

Are You Prepared for the Corporate Transparency Act? Starting January 1, 2024, the Corporate Transparency Act (CTA) will require certain businesses to report key ownership and control details to the Financial Crimes Enforcement Network (FinCEN). This is part of a broader effort to combat illicit financial activities. If you own or manage a business, now is the time to assess your compliance. The reporting requirements could impact business owners, family enterprises, and even trusts. Staying informed and proactive is essential to avoid penalties. Read more about how the CTA might affect you and what steps you can take to prepare: https://bit.ly/3CWHTHg Book a meeting with me: https://bit.ly/4aPLtPP. #FinancialAdvisor #WealthManagement For disclosure information, see thrivent.com/social.

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Small business owners: Are you taking full advantage of tax strategies to keep more of what you earn? From maximizing deductions to utilizing retirement plans like SEP IRAs or Solo 401(k)s, there are ways to reduce your tax burden while investing in your future. Let’s talk about how you can take a proactive approach to tax planning for now and in retirement. Message me to schedule a conversation or learn more! This information is not intended as tax or legal advice. Please consult with a tax professional for guidance specific to your situation For disclosure information, see thrivent.com/social.

Small business owners: Are you taking full advantage of tax strategies to keep more of what you earn? From maximizing deductions to utilizing retirement plans like SEP IRAs or Solo 401(k)s, there are ways to reduce your tax burden while investing in your future. Let’s talk about how you can take a proactive approach to tax planning for now and in retirement. Message me to schedule a conversation or learn more! This information is not intended as tax or legal advice. Please consult with a tax professional for guidance specific to your situation For disclosure information, see thrivent.com/social.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Your financial plan can be structured to help protect, strengthen and potentially grow what you’ve built with solutions designed to meet your business and personal goals. Ready to take the next step? Let’s connect. See thrivent.com/social for important disclosures.

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Your financial plan can be structured to help protect, strengthen and potentially grow what you’ve built with solutions designed to meet your business and personal goals. Ready to take the next step? Let’s connect. See thrivent.com/social for important disclosures.

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Navigating open enrollment: 5 ways to make the best choices for your family

Open enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.

Master your benefits choices with our open enrollment tips designed to provide best practices and streamline the process.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.

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Maximize your donations with a charitable giving plan

If giving is important to you, consider a strategy that maximizes your charitable impact.

These days, there seems to be a never-ending stream of calls, emails and letters asking for donations. With all those requests, it really can put you in a bind.

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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