Tuesday night I had the privilege of hosting my annual backpack drive at Millhaven in Lawrence. This is the 4th year I have had the ability to do this on conjunction with the Merrimack Valley Chamber and local business community. Every year it has grown and I am proud to be a part of that. All backpacks and supplies were donated to the Lawrence YMCA. Thank you to all who came out and participated, those who donated before hand, and others who supported in any way possible. I look forward to next year!!!
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?
1️⃣ Lacking diversification
2️⃣ Trying to time the market
3️⃣ Investing with your emotions
4️⃣ Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider. 👇
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️
See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
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
I had the pleasure of hosting a 2nd annual toy drive recently at Salvatore's in lawrence along with the Merrimack Valley Chamber and my friend Stephanie Sewade from LukeJackson. Thank you for everyone attending and supporting this event as without you all we could not make it such a great success. Look forward to doing it again next year!!
AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.
Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned.
See thrivent.com/social for important disclosures.
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
Last week I had the honor of receiving the 2025 Chairman's Award from the Southern New Hampshire Chamber of Commerce. I was surrounded by peers, colleagues, and most importantly friends. I couldn't imagine over 12 years ago when I started in business I would be where I am now, but it makes me even more excited to think what the next 12 hold. To everyone who came out to support me, I appreciate you all more than you know.
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
2025 Midyear Market OutlookWill market volatility continue into the second half of 2025? Thrivent leaders share thoughts on what may happen in the Midyear Market Outlook.
The importance of estate planning: Protecting your people, property & privacyEstate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.
