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


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.

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.


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

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


How did you earn your first dollar? 💲 Whether it was a holiday bake sale, yard work, babysitting, or something different – learning the value of earning money is a lesson worth passing on.

How did you earn your first dollar? 💲 Whether it was a holiday bake sale, yard work, babysitting, or something different – learning the value of earning money is a lesson worth passing on.


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.

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.


Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr Here to connect you or your loved ones to resources that can help.

Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr Here to connect you or your loved ones to resources that can help.


Wondering how taxes can impact you when you’re in retirement? Here to help answer questions on your mind. Let’s connect! Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Wondering how taxes can impact you when you’re in retirement? Here to help answer questions on your mind. Let’s connect! Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


Is your investment approach more hands on, or do you prefer to keep it casual? Understanding the differences between investment approaches can help you take control. >> https://bit.ly/4hQcEgs See thrivent.com/social for important disclosures.

Is your investment approach more hands on, or do you prefer to keep it casual? Understanding the differences between investment approaches can help you take control. >> https://bit.ly/4hQcEgs See thrivent.com/social for important disclosures.


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.

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.


Risk tolerance. Investment budget. Diversification. Tax implications. Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals. See thrivent.com/social for important disclosures.

Risk tolerance. Investment budget. Diversification. Tax implications. Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals. See thrivent.com/social for important disclosures.