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Are your retirement savings on track?

Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. One option is to fully fund an IRA by April 15. Here are more ways you can boost your savings.

Discover important savings milestones and how you can help boost your savings.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅​ Work towards the retirement lifestyle you want to have by saving more now.​ See thrivent.com/social for important disclosures.

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🔎 When Was the Last Time You Reviewed Your Retirement Plan? Life changes, markets shift, and your goals evolve—so should your retirement strategy. Ask yourself: ✅ Does my investment strategy still align with my long-term goals and values? ✅ Have recent life changes impacted my retirement timeline or savings approach? ✅ What does retirement actually look like for me? Travel? Family time? A second career? ✅ How many years do I have until retirement, and am I on track? These are just a few key questions to consider when planning for your future. If you're looking for personalized guidance and someone to walk alongside you through all of life’s financial changes, I’m here to help! Let’s build a strategy that gives you confidence in your retirement plan. Call me to start the conversation! 651-661-4930 #RetirementPlanning #FinancialAdvisor #SecureYourFuture Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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🔎 When Was the Last Time You Reviewed Your Retirement Plan? Life changes, markets shift, and your goals evolve—so should your retirement strategy. Ask yourself: ✅ Does my investment strategy still align with my long-term goals and values? ✅ Have recent life changes impacted my retirement timeline or savings approach? ✅ What does retirement actually look like for me? Travel? Family time? A second career? ✅ How many years do I have until retirement, and am I on track? These are just a few key questions to consider when planning for your future. If you're looking for personalized guidance and someone to walk alongside you through all of life’s financial changes, I’m here to help! Let’s build a strategy that gives you confidence in your retirement plan. Call me to start the conversation! 651-661-4930 #RetirementPlanning #FinancialAdvisor #SecureYourFuture Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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I NEED TO MAKE MORE MONEY BEFORE I CAN SEE A FINANCIAL ADVISOR You don’t need to wait until you have a higher income to set an appointment with me. That is like saying you need to get in shape before going to the gym — it’s backwards! I can help you manage your current resources more effectively, create a budget, manage debt, and plan for future goals, no matter your income level. Starting early (now) can help you make the most of what you have and set you on the path to future successes. See thrivent.com/social for important disclosures. #breadwinnermindset #financialadvisor #thrivent #personalfinance #finance #money

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I NEED TO MAKE MORE MONEY BEFORE I CAN SEE A FINANCIAL ADVISOR You don’t need to wait until you have a higher income to set an appointment with me. That is like saying you need to get in shape before going to the gym — it’s backwards! I can help you manage your current resources more effectively, create a budget, manage debt, and plan for future goals, no matter your income level. Starting early (now) can help you make the most of what you have and set you on the path to future successes. See thrivent.com/social for important disclosures. #breadwinnermindset #financialadvisor #thrivent #personalfinance #finance #money

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🚀 Smart Ways to Use Your Work Bonus! 💰 Got a bonus at work? Before splurging on a big purchase, consider using it to build long-term financial security. Here are a few smart ways to put that extra cash to work: ✅ Boost Your Emergency Fund – Good target is 3-6 months of expenses in a high-yield savings account or money market account. ✅ Pay Down High-Interest Debt – Knocking out credit card balances can save you big on interest. ✅ Invest in Your Future – Max out your IRA, 401(k), or start a brokerage account to grow your wealth. ✅ Save for a Big Goal – Whether it’s a down payment on a home or a dream vacation, setting money aside now prevents future debt. ✅ Give Yourself Some Fun Money – It’s okay to enjoy a portion of your bonus—just be intentional about it! Want a personalized plan for your bonus? Let’s chat! 📩 #FinancialPlanning #SmartMoneyMoves #BonusWisely Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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🚀 Smart Ways to Use Your Work Bonus! 💰 Got a bonus at work? Before splurging on a big purchase, consider using it to build long-term financial security. Here are a few smart ways to put that extra cash to work: ✅ Boost Your Emergency Fund – Good target is 3-6 months of expenses in a high-yield savings account or money market account. ✅ Pay Down High-Interest Debt – Knocking out credit card balances can save you big on interest. ✅ Invest in Your Future – Max out your IRA, 401(k), or start a brokerage account to grow your wealth. ✅ Save for a Big Goal – Whether it’s a down payment on a home or a dream vacation, setting money aside now prevents future debt. ✅ Give Yourself Some Fun Money – It’s okay to enjoy a portion of your bonus—just be intentional about it! Want a personalized plan for your bonus? Let’s chat! 📩 #FinancialPlanning #SmartMoneyMoves #BonusWisely Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Planning your legacy? 🌿💰 As you grow older, ensuring a smooth and tax-efficient wealth transfer to the next generation is key. Without a solid plan in place, your hard-earned wealth could be heavily taxed by the U.S. government—leaving less for your loved ones. A financial advisor can help you navigate estate planning, trusts, and gifting strategies to protect what you’ve built. Why pause the problem? Create a solution today! 📜✨ If you or a loved one you know is looking to create a wealth transfer plan, I'm here to give a no obligation consultation. I wanted to be the person that works with a family for generations to come! #WealthTransfer #LegacyPlanning #FinancialWisdom Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Planning your legacy? 🌿💰 As you grow older, ensuring a smooth and tax-efficient wealth transfer to the next generation is key. Without a solid plan in place, your hard-earned wealth could be heavily taxed by the U.S. government—leaving less for your loved ones. A financial advisor can help you navigate estate planning, trusts, and gifting strategies to protect what you’ve built. Why pause the problem? Create a solution today! 📜✨ If you or a loved one you know is looking to create a wealth transfer plan, I'm here to give a no obligation consultation. I wanted to be the person that works with a family for generations to come! #WealthTransfer #LegacyPlanning #FinancialWisdom Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Have you or someone you love lost a job or made a career move recently? Have an old retirement plan laying around? Don't leave your retirement savings behind! 🚀 Taking control of your 401(k) or pension now can make a huge difference in your financial future. I’m here to help with a no-obligation review of your account—so you can make the best decision for your money. Here are a few options for your retirement funds: ✅ Roll it over into an IRA for more control and investment choices. ✅ Move it to a new employer’s plan (if allowed) to keep it growing but lose control until you leave that new employer. ✅ Leave it where it is (if permitted), but make sure it's the best choice. ✅ Cash it out (but beware of taxes and penalties!). Let’s secure your future together! 💰📈 #RetirementPlanning #FinancialFreedom #TakeControl There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan. See thrivent.com/social for important disclosures.

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Have you or someone you love lost a job or made a career move recently? Have an old retirement plan laying around? Don't leave your retirement savings behind! 🚀 Taking control of your 401(k) or pension now can make a huge difference in your financial future. I’m here to help with a no-obligation review of your account—so you can make the best decision for your money. Here are a few options for your retirement funds: ✅ Roll it over into an IRA for more control and investment choices. ✅ Move it to a new employer’s plan (if allowed) to keep it growing but lose control until you leave that new employer. ✅ Leave it where it is (if permitted), but make sure it's the best choice. ✅ Cash it out (but beware of taxes and penalties!). Let’s secure your future together! 💰📈 #RetirementPlanning #FinancialFreedom #TakeControl There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan. See thrivent.com/social for important disclosures.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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‼️ Accepting New Clients ‼️ New year means new clients. I’m excited to share that I am taking on new clients for 2025! Here’s what I have to offer: ✅ Tailored financial plan to your goals ✅ Hands-on financial advisor ✅ Hassle-free advice ✅ Educational experience ✅ Retirement planning tailored to you ✅ Small business plans/employee plans Topics of business: 💡 Advice 🛡️ Insurance 📈 Investments 🏦 Banking 🎁 Generosity If you’re curious to learn more about how I can be a resource for you, call me today to set up a free, no-obligation introduction meeting. 📱 651-661-4930 For additional disclosure, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you, and financial solutions, including insurance, may be solicited. See thrivent.com/social for important disclosures. #FinancialPlanning #NewClients #Investing #Retirement #SmallBusiness #WealthManagement

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‼️ Accepting New Clients ‼️ New year means new clients. I’m excited to share that I am taking on new clients for 2025! Here’s what I have to offer: ✅ Tailored financial plan to your goals ✅ Hands-on financial advisor ✅ Hassle-free advice ✅ Educational experience ✅ Retirement planning tailored to you ✅ Small business plans/employee plans Topics of business: 💡 Advice 🛡️ Insurance 📈 Investments 🏦 Banking 🎁 Generosity If you’re curious to learn more about how I can be a resource for you, call me today to set up a free, no-obligation introduction meeting. 📱 651-661-4930 For additional disclosure, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you, and financial solutions, including insurance, may be solicited. See thrivent.com/social for important disclosures. #FinancialPlanning #NewClients #Investing #Retirement #SmallBusiness #WealthManagement

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As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54

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As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54

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.

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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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