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 Read Post
Image

Why does this matter? Not having a will or estate plan in place could mean: — your wishes aren’t honored — loved ones are left with a high tax bill — money is wasted on lawyer fees and court costs Let’s get your estate plan in place today so there’s a seamless tomorrow. See thrivent.com/social for important disclosures.

Image

Why does this matter? Not having a will or estate plan in place could mean: — your wishes aren’t honored — loved ones are left with a high tax bill — money is wasted on lawyer fees and court costs Let’s get your estate plan in place today so there’s a seamless tomorrow. See thrivent.com/social for important disclosures.

Image Read Post
Image

You can help minimize tax burdens by implementing tax efficiency within your financial plan. Explore different diversification strategies: https://bit.ly/4eEftz8 ​Let’s connect if you’d like to discuss your options for tax-efficient moves.

Image

You can help minimize tax burdens by implementing tax efficiency within your financial plan. Explore different diversification strategies: https://bit.ly/4eEftz8 ​Let’s connect if you’d like to discuss your options for tax-efficient moves.

Image Read Post
Image

Diversifying your financial portfolio with tax-now accounts may be right for you, depending on your financial goals and needs. Learn more about the different types and how they work >> https://bit.ly/3Z1ZsNs

Image

Diversifying your financial portfolio with tax-now accounts may be right for you, depending on your financial goals and needs. Learn more about the different types and how they work >> https://bit.ly/3Z1ZsNs

Image Read Post
Image

Get ready for the new year with a 2025 Thrivent calendar featuring inspiring photos submitted by Thrivent clients. Order yours today: https://bit.ly/4eBsNVe

Image

Get ready for the new year with a 2025 Thrivent calendar featuring inspiring photos submitted by Thrivent clients. Order yours today: https://bit.ly/4eBsNVe

Image Read Post
Image

Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

Image

Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

Image Read Post
Image

Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.​ ​ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Image

Having a comprehensive strategy to reduce taxes can positively impact your financial health now and into retirement. Together, we can make sure your financial plan is tax-efficient and potentially increase your total spendable income when you need it most.​ ​ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Image Read Post
Image

Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

Image

Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

Image Read Post
Image

Preparing for the future means having a strategy that can help your family make decisions about your care needs down the road. Learn more about extended care planning: https://bit.ly/4hqEDUu

Image

Preparing for the future means having a strategy that can help your family make decisions about your care needs down the road. Learn more about extended care planning: https://bit.ly/4hqEDUu

Image Read Post
Image

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

Image

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

Image Read Post
Image

Caregivers, I recognize and appreciate all you do. Join me in celebrating people who selflessly care for their loved ones daily. Did you know guidance on aging and caregiving is available to Thrivent clients at no-cost? Get support you need to help prioritize your loved one's care and your own well-being here: https://bit.ly/48RmsTV

Image

Caregivers, I recognize and appreciate all you do. Join me in celebrating people who selflessly care for their loved ones daily. Did you know guidance on aging and caregiving is available to Thrivent clients at no-cost? Get support you need to help prioritize your loved one's care and your own well-being here: https://bit.ly/48RmsTV

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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Thrivent logo

Copyright: © 2024 Thrivent. All rights reserved.