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

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Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2

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Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2

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An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages. Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney

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An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages. Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney

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Money touches every part of our lives—our families, our goals, and the future we’re working toward. We believe financial conversations should be encouraging, judgment-free, and real. When you understand your money, you gain confidence—and confidence changes everything. See thrivent.com/social for important disclosures. #LiveWithPurpose #FinancialGuidance #CommunityFirst #ValuesBasedPlanning #LiveGenerously

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Money touches every part of our lives—our families, our goals, and the future we’re working toward. We believe financial conversations should be encouraging, judgment-free, and real. When you understand your money, you gain confidence—and confidence changes everything. See thrivent.com/social for important disclosures. #LiveWithPurpose #FinancialGuidance #CommunityFirst #ValuesBasedPlanning #LiveGenerously

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For much of his career, Bryan believed his role as an advisor was to be the expert—telling clients what they should do. Then life changed. When his widowed brother-in-law passed away unexpectedly without insurance or a plan for his two boys, Bryan and his wife stepped in to raise them. There was no roadmap. No “new normal.” Instead, they chose to make it a New Day. That experience reshaped how Bryan approaches financial planning. Today, he believes financial wisdom isn’t one-sided. You are the expert on your life, your values, and how you want to live. Bryan and the New Day Planning team bring the tools, strategies, and guidance to help you live that life with confidence—especially through change. For additional disclosure, see thrivent.com/social #MeetTheAdvisor #OurWhy #NewDayPlanning #LifeChanges #FinancialGuidance #ValuesDrivenPlanning

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For much of his career, Bryan believed his role as an advisor was to be the expert—telling clients what they should do. Then life changed. When his widowed brother-in-law passed away unexpectedly without insurance or a plan for his two boys, Bryan and his wife stepped in to raise them. There was no roadmap. No “new normal.” Instead, they chose to make it a New Day. That experience reshaped how Bryan approaches financial planning. Today, he believes financial wisdom isn’t one-sided. You are the expert on your life, your values, and how you want to live. Bryan and the New Day Planning team bring the tools, strategies, and guidance to help you live that life with confidence—especially through change. For additional disclosure, see thrivent.com/social #MeetTheAdvisor #OurWhy #NewDayPlanning #LifeChanges #FinancialGuidance #ValuesDrivenPlanning

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🛡️ Life changes like buying a home, starting a family, or retiring mean it’s time for a review. Let’s make sure you’re protected where it matters most. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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🛡️ Life changes like buying a home, starting a family, or retiring mean it’s time for a review. Let’s make sure you’re protected where it matters most. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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At New Day Planning, we've helped hundreds of families through moments of transition. Our advice-centric, agile planning approach is designed to help reduce the stress that comes with change by guiding you through a thoughtful 4-step decision-making process around money. We walk with you side-by-side—rechecking assumptions, responding creatively, prioritizing the next right thing, and helping you navigate whatever comes next. 📅 Schedule an appointment 📱 Text us at 401-240-4930 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. #FinancialPlanning #NewDayPlanning #LifeTransitions #PlanningWithPurpose #AdviceCentric #YourJourney

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At New Day Planning, we've helped hundreds of families through moments of transition. Our advice-centric, agile planning approach is designed to help reduce the stress that comes with change by guiding you through a thoughtful 4-step decision-making process around money. We walk with you side-by-side—rechecking assumptions, responding creatively, prioritizing the next right thing, and helping you navigate whatever comes next. 📅 Schedule an appointment 📱 Text us at 401-240-4930 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. #FinancialPlanning #NewDayPlanning #LifeTransitions #PlanningWithPurpose #AdviceCentric #YourJourney

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Traditional financial plans often rely on assumptions about a future that hasn’t happened yet. But what if life takes a different turn? A move. A career change. A new vision for retirement. Loss. Opportunity. Instead of forcing you into a “new normal,” we help you turn change into a New Day—using an agile, advice-centric approach designed to help you adjust, redirect, and move forward with confidence. Your plan should change with you. #NewDay #LifeTransitions #FinancialPlanning #ThriventAdvisor #AdaptivePlanning #FinancialGuidance #ConfidenceThroughChange For disclosure information, see thrivent.com/social.

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Traditional financial plans often rely on assumptions about a future that hasn’t happened yet. But what if life takes a different turn? A move. A career change. A new vision for retirement. Loss. Opportunity. Instead of forcing you into a “new normal,” we help you turn change into a New Day—using an agile, advice-centric approach designed to help you adjust, redirect, and move forward with confidence. Your plan should change with you. #NewDay #LifeTransitions #FinancialPlanning #ThriventAdvisor #AdaptivePlanning #FinancialGuidance #ConfidenceThroughChange For disclosure information, see thrivent.com/social.

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Retirement planning isn’t just about saving — it’s about creating income you can rely on. Annuities can help provide a steady stream of income for a set period or even for life, helping reduce the risk of outliving your savings. -Predictable payments -Customizable to your goals -Designed to support long-term retirement income Your retirement years should be about living with confidence — not worrying about running out of income. Learn more about how annuities fit into a retirement income strategy. #RetirementPlanning #LifelongIncome #FinancialConfidence #Annuities For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Retirement planning isn’t just about saving — it’s about creating income you can rely on. Annuities can help provide a steady stream of income for a set period or even for life, helping reduce the risk of outliving your savings. -Predictable payments -Customizable to your goals -Designed to support long-term retirement income Your retirement years should be about living with confidence — not worrying about running out of income. Learn more about how annuities fit into a retirement income strategy. #RetirementPlanning #LifelongIncome #FinancialConfidence #Annuities For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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When he’s not working with clients, Benjamin enjoys staying active—whether that’s watching and playing sports or getting outdoors year-round for activities like snowboarding and jet skiing. See thrivent.com/social for important disclosures. #MeetTheTeam #FinancialAdvisor #InvestmentManagement #TeamThrivent #NextGenerationAdvisor #FinanceProfessionals #ClientFocused #BuiltOnRelationships #LifeAndMoney

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When he’s not working with clients, Benjamin enjoys staying active—whether that’s watching and playing sports or getting outdoors year-round for activities like snowboarding and jet skiing. See thrivent.com/social for important disclosures. #MeetTheTeam #FinancialAdvisor #InvestmentManagement #TeamThrivent #NextGenerationAdvisor #FinanceProfessionals #ClientFocused #BuiltOnRelationships #LifeAndMoney

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At New Day Planning, we believe you should take the lead on planning your future. Our role is to walk beside you with guidance, clarity, and flexibility—so your plan can adapt as life changes, both the expected and the unexpected. You don’t need to have every answer today. You just need a process that helps you make confident decisions as your story unfolds. #FlexiblePlanning #FinancialAdvice #ClientFirst #Thrivent #NewDayPlanning #FinancialConfidence #LifeChanges #PlanWithPurpose For disclosure information, see thrivent.com/social.

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At New Day Planning, we believe you should take the lead on planning your future. Our role is to walk beside you with guidance, clarity, and flexibility—so your plan can adapt as life changes, both the expected and the unexpected. You don’t need to have every answer today. You just need a process that helps you make confident decisions as your story unfolds. #FlexiblePlanning #FinancialAdvice #ClientFirst #Thrivent #NewDayPlanning #FinancialConfidence #LifeChanges #PlanWithPurpose For disclosure information, see thrivent.com/social.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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