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

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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. 📲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.

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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. 📲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.

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We are still blown away with your generosity 🎄💙 #GenerosityTree #LiveGenerously #CommunityStrong #SeasonOfGiving #SoGrateful #TogetherWeGive No products will be sold. For additional disclosure, see thrivent.com/social

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We are still blown away with your generosity 🎄💙 #GenerosityTree #LiveGenerously #CommunityStrong #SeasonOfGiving #SoGrateful #TogetherWeGive No products will be sold. For additional disclosure, see thrivent.com/social

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With people living longer than ever, creating income that lasts throughout retirement is more important than ever. Annuities may be worth considering if you: -Want guaranteed income for life or a set period - Prefer predictable payments over market ups and downs -Are looking to reduce financial uncertainty in retirement There’s no single “right” answer — but understanding your options helps you make informed decisions that align with your goals and values. Let’s talk about what retirement income confidence looks like for you. #RetirementConfidence #IncomePlanning #Annuities #FinancialWellbeing 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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With people living longer than ever, creating income that lasts throughout retirement is more important than ever. Annuities may be worth considering if you: -Want guaranteed income for life or a set period - Prefer predictable payments over market ups and downs -Are looking to reduce financial uncertainty in retirement There’s no single “right” answer — but understanding your options helps you make informed decisions that align with your goals and values. Let’s talk about what retirement income confidence looks like for you. #RetirementConfidence #IncomePlanning #Annuities #FinancialWellbeing 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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This is a Q&A style event with Financial Advisors Tim Reinke, Amy Pearson, and Cole Ranweiler, Attorney Mary Kay Mages, and CPA Evy Olson. Monday, January 26, 2026 6:00 pm social hour 6:30 pm Q&A The 507 Outskirt 2232 South Broadway, New Ulm Space is limited so reserve your spot TODAY! newulmareagroup@thrivent.com 507-354-4413 No products will be sold at this event. Mary Kay Mages and Evy Olson are not affiliated with or endorsed by Thrivent Financial. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures.

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This is a Q&A style event with Financial Advisors Tim Reinke, Amy Pearson, and Cole Ranweiler, Attorney Mary Kay Mages, and CPA Evy Olson. Monday, January 26, 2026 6:00 pm social hour 6:30 pm Q&A The 507 Outskirt 2232 South Broadway, New Ulm Space is limited so reserve your spot TODAY! newulmareagroup@thrivent.com 507-354-4413 No products will be sold at this event. Mary Kay Mages and Evy Olson are not affiliated with or endorsed by Thrivent Financial. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures.

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It’s a bit of a process (simple… but not easy): You must cash the bond, then deposit the proceeds into a 529 plan within 60 days and in the same tax year. You must meet income limits (MAGI phase-outs apply) and have been over age 24 when the bond was issued. To benefit, you’ll need to file IRS Form 8815 for qualified education expense exclusion. ✅ If that sounds like Greek — or you just want to make sure you get it right — we’re here to help. 📞 Call our office at 507-354-4413 and we’ll walk you through the steps so you can turn your savings bonds into education gold. #EducationPlanning #529Plan #SavingsBonds #FinancialPlanning #SaveForCollege For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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It’s a bit of a process (simple… but not easy): You must cash the bond, then deposit the proceeds into a 529 plan within 60 days and in the same tax year. You must meet income limits (MAGI phase-outs apply) and have been over age 24 when the bond was issued. To benefit, you’ll need to file IRS Form 8815 for qualified education expense exclusion. ✅ If that sounds like Greek — or you just want to make sure you get it right — we’re here to help. 📞 Call our office at 507-354-4413 and we’ll walk you through the steps so you can turn your savings bonds into education gold. #EducationPlanning #529Plan #SavingsBonds #FinancialPlanning #SaveForCollege For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Our approach: craft plans that aren’t tied to one fixed assumption, but instead give you the flexibility to navigate the unknown with confidence. If you’re curious how possible tax changes could impact your goals, let’s talk. #TaxPlanning #FinancialStrategy #PlanAhead #FinancialConfidence For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Our approach: craft plans that aren’t tied to one fixed assumption, but instead give you the flexibility to navigate the unknown with confidence. If you’re curious how possible tax changes could impact your goals, let’s talk. #TaxPlanning #FinancialStrategy #PlanAhead #FinancialConfidence For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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The truth is simple: 📈 Consistency compounds. The earlier someone starts having basic conversations about saving, investing, and goal-setting, the more opportunity they have to get ahead and make confident decisions. Whether you’re just starting out or re-evaluating your strategy, now is always the right time to begin planning with purpose. For disclosure information, see thrivent.com/social. #FinancialPlanning #InvestingBasics #StartEarly #WealthBuilding #FinancialConfidence

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The truth is simple: 📈 Consistency compounds. The earlier someone starts having basic conversations about saving, investing, and goal-setting, the more opportunity they have to get ahead and make confident decisions. Whether you’re just starting out or re-evaluating your strategy, now is always the right time to begin planning with purpose. For disclosure information, see thrivent.com/social. #FinancialPlanning #InvestingBasics #StartEarly #WealthBuilding #FinancialConfidence

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✅ Key points: File by the tax deadline for the year the taxpayer passed (typically April 15 of the following year). If the death occurs early in the year, more than one return may be needed. As the year ends, reviewing and organizing these matters can help ensure estates are handled correctly and refunds are not missed. #YearEndPlanning #EstatePlanning #TaxPlanning #DeceasedTaxpayer #FinancialGuidance For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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✅ Key points: File by the tax deadline for the year the taxpayer passed (typically April 15 of the following year). If the death occurs early in the year, more than one return may be needed. As the year ends, reviewing and organizing these matters can help ensure estates are handled correctly and refunds are not missed. #YearEndPlanning #EstatePlanning #TaxPlanning #DeceasedTaxpayer #FinancialGuidance For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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As the year comes to a close, now is a good time to review how this deduction may apply to your situation and ensure it’s reflected in your year-end and tax planning strategy. #YearEndPlanning #RetirementPlanning #SeniorTaxBenefits #2025Taxes #FinancialPlanning For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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As the year comes to a close, now is a good time to review how this deduction may apply to your situation and ensure it’s reflected in your year-end and tax planning strategy. #YearEndPlanning #RetirementPlanning #SeniorTaxBenefits #2025Taxes #FinancialPlanning For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters. Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g

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Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters. Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g

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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