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


What’s in the Bill Could Empty Your Bucket You’ve worked hard, saved diligently, and made sacrifices to secure your future. But the proposed legislation may shift how your retirement accounts are taxed—and it could drain your savings faster than expected. 🧾 Key threats include: - Reduced tax advantages for inherited IRAs - Higher taxes on Roth conversions - Fewer tax-deferred options for high earners - Elimination of some backdoor Roth contributions 🤔 If you’ve been depending on compound growth and tax-free withdrawals later, the math may be about to change. 👉 Let’s talk about how to adjust now, so you don’t lose later. #RetirementPlanning #WealthPreservation #RothIRA #SecureYourFuture 📌 See thrivent.com/social for important disclosures.

What’s in the Bill Could Empty Your Bucket You’ve worked hard, saved diligently, and made sacrifices to secure your future. But the proposed legislation may shift how your retirement accounts are taxed—and it could drain your savings faster than expected. 🧾 Key threats include: - Reduced tax advantages for inherited IRAs - Higher taxes on Roth conversions - Fewer tax-deferred options for high earners - Elimination of some backdoor Roth contributions 🤔 If you’ve been depending on compound growth and tax-free withdrawals later, the math may be about to change. 👉 Let’s talk about how to adjust now, so you don’t lose later. #RetirementPlanning #WealthPreservation #RothIRA #SecureYourFuture 📌 See thrivent.com/social for important disclosures.


The tax landscape is changing—and not in your favor. New legislation is quietly shifting the burden onto everyday Americans, potentially reducing how much of your retirement savings you’ll actually keep. 📉 This isn’t fear-mongering. It’s financial awareness. ✅ If you’re not adjusting your financial plan, you could be handing over thousands unnecessarily. 💡 Now is the time to: - Reevaluate your tax exposure - Reassess retirement strategies - Rethink how you're protecting your future - Don't wait for the storm to hit. I can help you build a strategy to weather it. 🔗 Schedule your free consultation today. Hashtags: #TaxPlanning #RetirementReady #FinancialFreedom #SmartMoneyMoves 📌 See thrivent.com/social for important disclosures

The tax landscape is changing—and not in your favor. New legislation is quietly shifting the burden onto everyday Americans, potentially reducing how much of your retirement savings you’ll actually keep. 📉 This isn’t fear-mongering. It’s financial awareness. ✅ If you’re not adjusting your financial plan, you could be handing over thousands unnecessarily. 💡 Now is the time to: - Reevaluate your tax exposure - Reassess retirement strategies - Rethink how you're protecting your future - Don't wait for the storm to hit. I can help you build a strategy to weather it. 🔗 Schedule your free consultation today. Hashtags: #TaxPlanning #RetirementReady #FinancialFreedom #SmartMoneyMoves 📌 See thrivent.com/social for important disclosures


🌤️ Grateful for Another Sunday Some weeks are smooth. Others, not so much. But every week ends with a reminder: we made it. 🙏🏾 Today, I’m pausing to say thank you — Thank you for grace that covered what I couldn’t control, Thank you for strength I didn’t know I had, Thank you for another chance to begin again. Gratitude shifts the atmosphere. Before we ask for more, let’s give thanks for what already is. Wishing you peace, rest, and a heart full of thanks this Sunday. 💛 #SundayGratitude #FaithAndReflection #GratefulHeart #SlowDownAndThankGod

🌤️ Grateful for Another Sunday Some weeks are smooth. Others, not so much. But every week ends with a reminder: we made it. 🙏🏾 Today, I’m pausing to say thank you — Thank you for grace that covered what I couldn’t control, Thank you for strength I didn’t know I had, Thank you for another chance to begin again. Gratitude shifts the atmosphere. Before we ask for more, let’s give thanks for what already is. Wishing you peace, rest, and a heart full of thanks this Sunday. 💛 #SundayGratitude #FaithAndReflection #GratefulHeart #SlowDownAndThankGod


#FinancialFreedomFriday "Don't Let This Bill Steal Your Future" They say ignorance is bliss — until it starts costing you your future. This new legislation may sound harmless, but buried in the fine print are changes that could: 🔻 Shrink your take-home retirement income 🔻 Increase your future tax burden 🔻 Penalize the middle class for trying to build wealth 🔻 Undermine the plans you thought were secure 📉 You can't afford to stay on autopilot. 📈 The people who win are the ones who prepare early. 📩 Message me to review your plan. One conversation now can save years of regret later. See thrivent.com/social for important disclosures #BuildWithPurpose #TaxChanges #RetirementRisks #FaithAndFinance #WealthBuilding #FinancialSecurity

#FinancialFreedomFriday "Don't Let This Bill Steal Your Future" They say ignorance is bliss — until it starts costing you your future. This new legislation may sound harmless, but buried in the fine print are changes that could: 🔻 Shrink your take-home retirement income 🔻 Increase your future tax burden 🔻 Penalize the middle class for trying to build wealth 🔻 Undermine the plans you thought were secure 📉 You can't afford to stay on autopilot. 📈 The people who win are the ones who prepare early. 📩 Message me to review your plan. One conversation now can save years of regret later. See thrivent.com/social for important disclosures #BuildWithPurpose #TaxChanges #RetirementRisks #FaithAndFinance #WealthBuilding #FinancialSecurity


"The Tax Storm Is Coming" 🚨 New legislation could reshape your financial future. While it's being marketed as progress, the truth is: this pending tax bill is poised to hit everyday Americans the hardest. ❗ Higher taxes ❗ Fewer deductions ❗ Stricter retirement rules ❗ Less access to tax-efficient growth tools The average household will pay more and keep less — unless you have a strategy that’s ready to adapt. This isn’t fear. It’s preparation. 📩 Talk to your financial advisor. Don’t face this alone — face it with a plan. 📌 See thrivent.com/social for important disclosures. #TaxStrategy #FinancialPlanning #SmartMoneyMoves #WealthProtection #RetirementReady #FinancialAdvisor

"The Tax Storm Is Coming" 🚨 New legislation could reshape your financial future. While it's being marketed as progress, the truth is: this pending tax bill is poised to hit everyday Americans the hardest. ❗ Higher taxes ❗ Fewer deductions ❗ Stricter retirement rules ❗ Less access to tax-efficient growth tools The average household will pay more and keep less — unless you have a strategy that’s ready to adapt. This isn’t fear. It’s preparation. 📩 Talk to your financial advisor. Don’t face this alone — face it with a plan. 📌 See thrivent.com/social for important disclosures. #TaxStrategy #FinancialPlanning #SmartMoneyMoves #WealthProtection #RetirementReady #FinancialAdvisor


💼 #WisdomWednesday 💸 You don’t need to make big leaps to change your future — Just start making intentional moves. 🔑 Pay down that credit card 🔑 Start that emergency fund 🔑 Review your insurance coverage 🔑 Contribute to your retirement 🔑 Ask the questions you’ve been avoiding One move a week. That’s all it takes to build momentum. Ready to make your next money move? 📩 Let’s talk. 📌 See thrivent.com/social for important disclosures. #FaithAndFinance #Stewardship #FinancialFreedom #BuildWithPurpose #Thrivent #WealthStrategy #MondayMotivation

💼 #WisdomWednesday 💸 You don’t need to make big leaps to change your future — Just start making intentional moves. 🔑 Pay down that credit card 🔑 Start that emergency fund 🔑 Review your insurance coverage 🔑 Contribute to your retirement 🔑 Ask the questions you’ve been avoiding One move a week. That’s all it takes to build momentum. Ready to make your next money move? 📩 Let’s talk. 📌 See thrivent.com/social for important disclosures. #FaithAndFinance #Stewardship #FinancialFreedom #BuildWithPurpose #Thrivent #WealthStrategy #MondayMotivation


How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.


#FinancialFreedomFriday "Don't Let This Bill Steal Your Future" They say ignorance is bliss — until it starts costing you your future. This new legislation may sound harmless, but buried in the fine print are changes that could: 🔻 Shrink your take-home retirement income 🔻 Increase your future tax burden 🔻 Penalize the middle class for trying to build wealth 🔻 Undermine the plans you thought were secure 📉 You can't afford to stay on autopilot. 📈 The people who win are the ones who prepare early. 📩 Message me to review your plan. One conversation now can save years of regret later. See thrivent.com/social for important disclosures #BuildWithPurpose #TaxChanges #RetirementRisks #FaithAndFinance #WealthBuilding #FinancialSecurity

#FinancialFreedomFriday "Don't Let This Bill Steal Your Future" They say ignorance is bliss — until it starts costing you your future. This new legislation may sound harmless, but buried in the fine print are changes that could: 🔻 Shrink your take-home retirement income 🔻 Increase your future tax burden 🔻 Penalize the middle class for trying to build wealth 🔻 Undermine the plans you thought were secure 📉 You can't afford to stay on autopilot. 📈 The people who win are the ones who prepare early. 📩 Message me to review your plan. One conversation now can save years of regret later. See thrivent.com/social for important disclosures #BuildWithPurpose #TaxChanges #RetirementRisks #FaithAndFinance #WealthBuilding #FinancialSecurity


🚨 Big Changes Are Coming — Is Your Financial Plan Ready? 💼📉 #MoneyMovesMonday New legislation is on the horizon, and with it could come higher taxes, reduced deductions, and shifts in retirement planning rules. If you're not already reviewing your strategy with a financial advisor, now is the time. ✅ A well-informed plan can help you: • Navigate changing tax laws • Adjust your investment strategy • Protect your retirement goals • Maximize what’s still available to you This isn’t about fear — it’s about being prepared. 📩 Let’s talk about the smart moves you can make now to stay ahead of what’s coming. 📌 See thrivent.com/social for important disclosures. #TaxStrategy #FinancialPlanning #FaithAndFinance #SmartInvesting #RetirementPlanning #FinancialAdvisor

🚨 Big Changes Are Coming — Is Your Financial Plan Ready? 💼📉 #MoneyMovesMonday New legislation is on the horizon, and with it could come higher taxes, reduced deductions, and shifts in retirement planning rules. If you're not already reviewing your strategy with a financial advisor, now is the time. ✅ A well-informed plan can help you: • Navigate changing tax laws • Adjust your investment strategy • Protect your retirement goals • Maximize what’s still available to you This isn’t about fear — it’s about being prepared. 📩 Let’s talk about the smart moves you can make now to stay ahead of what’s coming. 📌 See thrivent.com/social for important disclosures. #TaxStrategy #FinancialPlanning #FaithAndFinance #SmartInvesting #RetirementPlanning #FinancialAdvisor