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

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Many of my clients say that CD renewal rates are not very exciting right now, and ask me what the alternatives are. The answer is…..it depends! I can think of at least three alternative options, but it depends on the job of that money! The real question is: do you have someone you can talk to when you have questions like this? You should. You deserve to. Let’s connect.

Many of my clients say that CD renewal rates are not very exciting right now, and ask me what the alternatives are. The answer is…..it depends! I can think of at least three alternative options, but it depends on the job of that money! The real question is: do you have someone you can talk to when you have questions like this? You should. You deserve to. Let’s connect.

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Maximize your donations with a charitable giving plan

If giving is important to you, consider a strategy that maximizes your charitable impact.

These days, there seems to be a never-ending stream of calls, emails and letters asking for donations. With all those requests, it really can put you in a bind.

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BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Let’s do this!!! Yessss!

BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Let’s do this!!! Yessss!

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BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Let’s do this!!! Yessss!

BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Let’s do this!!! Yessss!

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"When you pass through the waters, I will be with you; and when you pass through the rivers, they will not sweep over you..." - Isaiah 43:2

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"When you pass through the waters, I will be with you; and when you pass through the rivers, they will not sweep over you..." - Isaiah 43:2

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BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Client: “This could NOT have been done without you” Let’s do this!!! Yessss!

BEST.TEXT.EVER Client: “Hey there! Life has been BUSY but I couldn’t wait to share my news with you……. I paid my last two student loans off 🤗” Me: “Oh my gosh this has MADE MY DAY! Congratulations 🍾 thank you for sharing with me!!!!” Client: “This could NOT have been done without you” Let’s do this!!! Yessss!

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4

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Exploring other ways to give, in addition to the options of time and money? Learn more about how real estate donations can benefit charities: https://bit.ly/3Nn6Ei4

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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.

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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.

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Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

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Depending on your unique situation and financial goals, you may want to consider incorporating tax-never accounts in your financial plan. These accounts offer excellent tax advantages and an opportunity to grow your money. Here are additional details to know about these accounts: https://bit.ly/3CP1f0U

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.

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.

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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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