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

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🚨 5 Common Retirement Mistakes (And How a Financial Advisor Can Help!) 🚨 If you're in or nearing retirement, it’s easy to feel overwhelmed by all the financial decisions. Unfortunately, many retirees make costly mistakes—here are the most common ones and how working with a financial advisor can help you avoid them! 💡 1. Underestimating Healthcare Costs Medicare and insurance premiums can surprise you! Without proper planning, these costs can eat into your savings. A financial advisor can help you prepare for and manage healthcare expenses effectively. 2. Withdrawing Too Much Too Soon Taking out large sums early can deplete your retirement funds faster than expected. A financial advisor can create a withdrawal strategy to ensure your money lasts for the long haul. 3. Not Adjusting Investments for Retirement Holding onto risky investments can leave you exposed to market fluctuations. Advisors will adjust your portfolio to match your risk tolerance and retirement goals, helping you maintain a stable income. 4. Ignoring Inflation Inflation can erode your purchasing power, and many retirees fail to account for it in their planning. A financial advisor will factor inflation into your strategy to help maintain your standard of living. 5. Neglecting Estate Planning Without proper estate planning, your loved ones may face a financial mess. Advisors help you set up wills, trusts, and other tools to ensure your legacy is protected. The good news? A financial advisor is here to help you avoid these mistakes and keep your retirement dreams on track! 🙌 Let’s make sure your hard-earned savings work for you—now and in the future. #RetirementPlanning #FinancialAdvisor #SmartMoney #RetirementMistakes #SecureYourFuture #RetirementGoals #PeaceOfMind See thrivent.com/social for important disclosures.

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🚨 5 Common Retirement Mistakes (And How a Financial Advisor Can Help!) 🚨 If you're in or nearing retirement, it’s easy to feel overwhelmed by all the financial decisions. Unfortunately, many retirees make costly mistakes—here are the most common ones and how working with a financial advisor can help you avoid them! 💡 1. Underestimating Healthcare Costs Medicare and insurance premiums can surprise you! Without proper planning, these costs can eat into your savings. A financial advisor can help you prepare for and manage healthcare expenses effectively. 2. Withdrawing Too Much Too Soon Taking out large sums early can deplete your retirement funds faster than expected. A financial advisor can create a withdrawal strategy to ensure your money lasts for the long haul. 3. Not Adjusting Investments for Retirement Holding onto risky investments can leave you exposed to market fluctuations. Advisors will adjust your portfolio to match your risk tolerance and retirement goals, helping you maintain a stable income. 4. Ignoring Inflation Inflation can erode your purchasing power, and many retirees fail to account for it in their planning. A financial advisor will factor inflation into your strategy to help maintain your standard of living. 5. Neglecting Estate Planning Without proper estate planning, your loved ones may face a financial mess. Advisors help you set up wills, trusts, and other tools to ensure your legacy is protected. The good news? A financial advisor is here to help you avoid these mistakes and keep your retirement dreams on track! 🙌 Let’s make sure your hard-earned savings work for you—now and in the future. #RetirementPlanning #FinancialAdvisor #SmartMoney #RetirementMistakes #SecureYourFuture #RetirementGoals #PeaceOfMind See thrivent.com/social for important disclosures.

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Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.

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Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.

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Are student loans dominating your life (or your finances)? Money Canvas, Thrivent's free online money coaching program, helps you find creative ways to save more and spend less. Connect with a friendly coach to get your spending under control, making it easier to tackle student debt head on --> https://bit.ly/3QDqyEC

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Are student loans dominating your life (or your finances)? Money Canvas, Thrivent's free online money coaching program, helps you find creative ways to save more and spend less. Connect with a friendly coach to get your spending under control, making it easier to tackle student debt head on --> https://bit.ly/3QDqyEC

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Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

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Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Some parents use an allowance to help their kids understand the value in budgeting and saving early. If you’re thinking about starting an allowance for your kids, ask yourself these questions: ➡️ How old? There’s no “best” age, but many parents start providing an allowance when their kids are around age 5. ➡️ How often? Choose a schedule that works best for your needs. ➡️ How much? Consider if you are providing a fixed or goal-based amount and what works for your family’s budget.

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Some parents use an allowance to help their kids understand the value in budgeting and saving early. If you’re thinking about starting an allowance for your kids, ask yourself these questions: ➡️ How old? There’s no “best” age, but many parents start providing an allowance when their kids are around age 5. ➡️ How often? Choose a schedule that works best for your needs. ➡️ How much? Consider if you are providing a fixed or goal-based amount and what works for your family’s budget.

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Don’t miss the free in person workshop, Keeping the Tax Man Away, on March 11 & 13 with Debbie Taylor for ways to pay less taxes in retirement by creating a strategy now. Learn more and sign up: https://tinyurl.com/DebbieTaylorVirtual2025 This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are her own and not necessarily those of Thrivent or its affiliates. See thrivent.com/social for important disclosures. 6037805.1

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Don’t miss the free in person workshop, Keeping the Tax Man Away, on March 11 & 13 with Debbie Taylor for ways to pay less taxes in retirement by creating a strategy now. Learn more and sign up: https://tinyurl.com/DebbieTaylorVirtual2025 This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. Debbie Taylor is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Debbie Taylor are her own and not necessarily those of Thrivent or its affiliates. See thrivent.com/social for important disclosures. 6037805.1

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While most small businesses aim to survive, we’re here to help you THRIVE. We understand the complexities of business ownership and can support you through every stage as you help build, preserve and protect your assets.

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While most small businesses aim to survive, we’re here to help you THRIVE. We understand the complexities of business ownership and can support you through every stage as you help build, preserve and protect your assets.

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Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

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Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

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I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.

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I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.

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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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