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Yesterday was Patriot Day. A reminder that financial planning isn’t just about numbers—it’s about protecting what matters most: family, security, and legacy. ❤️ Take time this week to connect with loved ones. 📎 See thrivent.com/social for important disclosures. #PatriotDay #FamilyFirst #FinancialWellness
Yesterday was Patriot Day. A reminder that financial planning isn’t just about numbers—it’s about protecting what matters most: family, security, and legacy. ❤️ Take time this week to connect with loved ones. 📎 See thrivent.com/social for important disclosures. #PatriotDay #FamilyFirst #FinancialWellness

👵👴 Grandparents have a huge influence on family money values. Fact: 50% of grandparents provide financial support to their grandchildren (AARP, 2023). 💬 Grandparents—what’s one financial lesson you want to pass down? Parents—what’s something you learned from YOUR grandparents about money? 📎 See thrivent.com/social for important disclosures. #GrandparentsDay #FamilyFinance #GenerationalWealth
👵👴 Grandparents have a huge influence on family money values. Fact: 50% of grandparents provide financial support to their grandchildren (AARP, 2023). 💬 Grandparents—what’s one financial lesson you want to pass down? Parents—what’s something you learned from YOUR grandparents about money? 📎 See thrivent.com/social for important disclosures. #GrandparentsDay #FamilyFinance #GenerationalWealth

📚 Tomorrow is National Read a Book Day! One of my favorite finance books: “The Psychology of Money” by Morgan Housel. 👉 What’s a book that’s had a big impact on how you view money or success? 📎 See thrivent.com/social for important disclosures. #ReadABookDay #FinancialWisdom #MoneyMindset
📚 Tomorrow is National Read a Book Day! One of my favorite finance books: “The Psychology of Money” by Morgan Housel. 👉 What’s a book that’s had a big impact on how you view money or success? 📎 See thrivent.com/social for important disclosures. #ReadABookDay #FinancialWisdom #MoneyMindset

💡 Did you know? Only 57% of U.S. adults are financially literate—meaning they can answer basic questions about inflation, interest, and risk (Source: S&P Global FinLit Survey). 👉 What’s one financial concept you wish you had learned in school? 📎 See thrivent.com/social for important disclosures. #FinancialLiteracy #MoneyTalks #WealthWisdom
💡 Did you know? Only 57% of U.S. adults are financially literate—meaning they can answer basic questions about inflation, interest, and risk (Source: S&P Global FinLit Survey). 👉 What’s one financial concept you wish you had learned in school? 📎 See thrivent.com/social for important disclosures. #FinancialLiteracy #MoneyTalks #WealthWisdom

📈 Warren Buffett once said, “If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes.” Today is National Invest in Long-Term Stocks Day Here’s why long-term investing has historically beat short-term trading (Source: JPMorgan Guide to the Markets) 💬 What’s your biggest question or fear around investing long-term? 📎 See thrivent.com/social for important disclosures. #InvestSmart #LongTermThinking #StockMarket
📈 Warren Buffett once said, “If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes.” Today is National Invest in Long-Term Stocks Day Here’s why long-term investing has historically beat short-term trading (Source: JPMorgan Guide to the Markets) 💬 What’s your biggest question or fear around investing long-term? 📎 See thrivent.com/social for important disclosures. #InvestSmart #LongTermThinking #StockMarket

📊 August has flown by! This month we covered everything from inflation, education savings, to charitable giving. 💬 What topic would you love to dive deeper into in September? Drop your questions or ideas below—I might feature them next month! 📎 See thrivent.com/social for important disclosures. #FinancialRecap #AskMeAnything #CommunityFinance
📊 August has flown by! This month we covered everything from inflation, education savings, to charitable giving. 💬 What topic would you love to dive deeper into in September? Drop your questions or ideas below—I might feature them next month! 📎 See thrivent.com/social for important disclosures. #FinancialRecap #AskMeAnything #CommunityFinance

🏡 What does “legacy” mean to you? 77% of parents say they hope to leave a financial legacy—but only 28% have a plan. (Source: Edward Jones, 2023) Legacy isn’t just about money—it’s about values. 💬 What would you want your children or grandchildren to know about money? 📎 See thrivent.com/social for important disclosures. #GenerationalWealth #FamilyFinance #LegacyPlanning
🏡 What does “legacy” mean to you? 77% of parents say they hope to leave a financial legacy—but only 28% have a plan. (Source: Edward Jones, 2023) Legacy isn’t just about money—it’s about values. 💬 What would you want your children or grandchildren to know about money? 📎 See thrivent.com/social for important disclosures. #GenerationalWealth #FamilyFinance #LegacyPlanning

🤝 One of my favorite things to do is collaborate with other local professionals—CPAs, realtors, attorneys, and more—to talk through the latest financial, tax, or housing news and how it might affect my clients or the people I know. 💬 These conversations always spark great ideas and fresh perspectives. If you're a fellow pro and want to team up on something helpful for the community, let’s connect! 📎 See thrivent.com/social for important disclosures. #CollaborateAndEducate #TampaProfessionals #ClientFocused #FinancialPlanning
🤝 One of my favorite things to do is collaborate with other local professionals—CPAs, realtors, attorneys, and more—to talk through the latest financial, tax, or housing news and how it might affect my clients or the people I know. 💬 These conversations always spark great ideas and fresh perspectives. If you're a fellow pro and want to team up on something helpful for the community, let’s connect! 📎 See thrivent.com/social for important disclosures. #CollaborateAndEducate #TampaProfessionals #ClientFocused #FinancialPlanning

🎓 Did you know? The average cost of a 4-year public college (in-state) is $104,108. (Source: Education Data Initiative, 2024) Whether you're a parent, grandparent, or student—education planning is more important than ever. 🎯 What questions do you have about 529 plans or alternative ways to fund college? 📎 See thrivent.com/social for important disclosures. #BackToSchool #CollegePlanning #529Plan #SmartMoney
🎓 Did you know? The average cost of a 4-year public college (in-state) is $104,108. (Source: Education Data Initiative, 2024) Whether you're a parent, grandparent, or student—education planning is more important than ever. 🎯 What questions do you have about 529 plans or alternative ways to fund college? 📎 See thrivent.com/social for important disclosures. #BackToSchool #CollegePlanning #529Plan #SmartMoney