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

Let’s create a strategy that supports what you care about most. https://connect.thrivent.com/new-ulm-area-group For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #ValuesFirst #PurposeDrivenPlanning #FinancialWithMeaning #LifeCenteredFinance #YourFutureYourWay

Let’s create a strategy that supports what you care about most. https://connect.thrivent.com/new-ulm-area-group For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #ValuesFirst #PurposeDrivenPlanning #FinancialWithMeaning #LifeCenteredFinance #YourFutureYourWay

🎹✨ SAVE THE DATE IN APRIL ✨🎹 Join us for a Dueling Pianos Fundraiser you won’t want to miss! 📅 April 16 📍 Lola American Bistro 🕠 Doors open at 5:30 PM 🎶 Show from 6–8 PM 🍴 FREE admission + appetizers **Cash bar available All proceeds will benefit the Tea for Cancer Foundation 💛 Get ready for a high-energy, request-filled, sing-at-the-top-of-your-lungs kind of night featuring Felix and Fingers Dueling Pianos! 🎤🎹 Bring your friends, bring your requests, and let’s pack the house for a great cause. 📲 Register at 507-354-4413 📧 newulmareagroup@thrivent.com Let’s make it a night to remember while making a difference in our community. 💫 No products will be sold. For disclosure information, see thrivent.com/social. Tea for Cancer is not endorsed or affiliated with Thrivent.

🎹✨ SAVE THE DATE IN APRIL ✨🎹 Join us for a Dueling Pianos Fundraiser you won’t want to miss! 📅 April 16 📍 Lola American Bistro 🕠 Doors open at 5:30 PM 🎶 Show from 6–8 PM 🍴 FREE admission + appetizers **Cash bar available All proceeds will benefit the Tea for Cancer Foundation 💛 Get ready for a high-energy, request-filled, sing-at-the-top-of-your-lungs kind of night featuring Felix and Fingers Dueling Pianos! 🎤🎹 Bring your friends, bring your requests, and let’s pack the house for a great cause. 📲 Register at 507-354-4413 📧 newulmareagroup@thrivent.com Let’s make it a night to remember while making a difference in our community. 💫 No products will be sold. For disclosure information, see thrivent.com/social. Tea for Cancer is not endorsed or affiliated with Thrivent.

Preparation is key. Let's connect! 507-354-4413 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. #community #finances

Preparation is key. Let's connect! 507-354-4413 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. #community #finances

Saving for retirement is important—but knowing whether your savings will last is essential. A retirement stress test helps evaluate how your plan holds up under different scenarios and life changes. If you’ve ever wondered, “Will I have enough?” this is a great place to start. Let’s build clarity and confidence together. #RetirementGoals #PlanWithConfidence #StressTest #FinancialPlanning #RetirementIncome For disclosure information, see thrivent.com/social.

Saving for retirement is important—but knowing whether your savings will last is essential. A retirement stress test helps evaluate how your plan holds up under different scenarios and life changes. If you’ve ever wondered, “Will I have enough?” this is a great place to start. Let’s build clarity and confidence together. #RetirementGoals #PlanWithConfidence #StressTest #FinancialPlanning #RetirementIncome For disclosure information, see thrivent.com/social.

When you’re balancing big priorities—saving for a home, paying down debt, or supporting a growing family—investing is easy to push aside. But here’s why it matters 👇 Even small, steady contributions can grow over time thanks to compound growth. Start early, stay consistent, and give your future more potential. For additional disclosure, see thrivent.com/social #InvestingBasics #CompoundGrowth #FinancialWellness #FutureFocused #SmartMoneyMoves #LongTermPlanning #BuildYourFuture #MoneyHabits

When you’re balancing big priorities—saving for a home, paying down debt, or supporting a growing family—investing is easy to push aside. But here’s why it matters 👇 Even small, steady contributions can grow over time thanks to compound growth. Start early, stay consistent, and give your future more potential. For additional disclosure, see thrivent.com/social #InvestingBasics #CompoundGrowth #FinancialWellness #FutureFocused #SmartMoneyMoves #LongTermPlanning #BuildYourFuture #MoneyHabits

If you’re ready to take a closer look at your financial picture and turn questions into a clear plan, let’s start the conversation. Whether you’re focused on growing your wealth, protecting what matters most, or preparing for the future, the right strategy can make all the difference. Message us to schedule a conversation and take the next step with confidence. 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. #ClarityTodayConfidenceTomorrow #FinancialPlanning #FutureFocused #WealthStrategy #PlanWithPurpose #SmartMoneyMoves #RetirementReady #ProtectWhatMatters #NextStep

If you’re ready to take a closer look at your financial picture and turn questions into a clear plan, let’s start the conversation. Whether you’re focused on growing your wealth, protecting what matters most, or preparing for the future, the right strategy can make all the difference. Message us to schedule a conversation and take the next step with confidence. 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. #ClarityTodayConfidenceTomorrow #FinancialPlanning #FutureFocused #WealthStrategy #PlanWithPurpose #SmartMoneyMoves #RetirementReady #ProtectWhatMatters #NextStep

Amy + Cole are getting ready for their Kato Living debut! Tune in at 12 PM and 4 PM on CBS, 6:30 PM on NBC, and 8:30 AM on Fox tomorrow. #KEYC #KatoLiving #Community For disclosure information, see thrivent.com/social

Amy + Cole are getting ready for their Kato Living debut! Tune in at 12 PM and 4 PM on CBS, 6:30 PM on NBC, and 8:30 AM on Fox tomorrow. #KEYC #KatoLiving #Community For disclosure information, see thrivent.com/social

🎹✨ You’re Invited to a Night of Music, Energy & Impact! ✨🎹 Join us for a Dueling Pianos Fundraiser you won’t want to miss! 📅 April 16 📍 Lola American Bistro 🕠 Doors open at 5:30 PM 🎶 Show from 6–8 PM 🍴 FREE admission + appetizers **Cash bar available All proceeds will benefit the Tea for Cancer Foundation 💛 Get ready for a high-energy, request-filled, sing-at-the-top-of-your-lungs kind of night featuring Felix and Fingers Dueling Pianos! 🎤🎹 Bring your friends, bring your requests, and let’s pack the house for a great cause. 📲 Register at 507-354-4413 📧 newulmareagroup@thrivent.com Let’s make it a night to remember while making a difference in our community. 💫 No products will be sold. For disclosure information, see thrivent.com/social. Tea for Cancer is not endorsed or affiliated with Thrivent.

🎹✨ You’re Invited to a Night of Music, Energy & Impact! ✨🎹 Join us for a Dueling Pianos Fundraiser you won’t want to miss! 📅 April 16 📍 Lola American Bistro 🕠 Doors open at 5:30 PM 🎶 Show from 6–8 PM 🍴 FREE admission + appetizers **Cash bar available All proceeds will benefit the Tea for Cancer Foundation 💛 Get ready for a high-energy, request-filled, sing-at-the-top-of-your-lungs kind of night featuring Felix and Fingers Dueling Pianos! 🎤🎹 Bring your friends, bring your requests, and let’s pack the house for a great cause. 📲 Register at 507-354-4413 📧 newulmareagroup@thrivent.com Let’s make it a night to remember while making a difference in our community. 💫 No products will be sold. For disclosure information, see thrivent.com/social. Tea for Cancer is not endorsed or affiliated with Thrivent.

Let’s take a look at what your money is doing and where it could be working harder for you. For disclosure information, see thrivent.com/social. #YourMoneyWorkingSmarter #FinancialPlanning #InvestWithPurpose #FutureFocused #SmartMoneyMoves #PlanAhead #RetirementReady

Let’s take a look at what your money is doing and where it could be working harder for you. For disclosure information, see thrivent.com/social. #YourMoneyWorkingSmarter #FinancialPlanning #InvestWithPurpose #FutureFocused #SmartMoneyMoves #PlanAhead #RetirementReady

Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth 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.

Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth 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.