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We have begun the FUN project of updating our 1st floor powder room and it got me thinking... There are many correlations from construction to financial advice, maybe that is why Thrivent has created a framework to help clients make the analogy to building your financial house. I have used it often and it seems to resonate with clients but doing some projects around my house got me thinking of how often we do a project or build something then forget about it for a while. Maintenance is crucial to long-term success both as a homeowner and for our financial goals! I remember the first time I heard the saying, "measure twice, cut once." If you have done carpentry on any level, I am sure you have heard that same line. It's important, because should you cut a board too short, you have to start over or use the board somewhere else, taking more time to accomplish the initial goal set out. This is similar to our approach; we take time to measure your goals for a second time. Some clients have been actively working with another advisor, some have been a DIY person, and others have a plan in their head but haven't figured out if it all will work out when needed. Wouldn't it make sense to get a second opinion before you "pull the trigger" and make that big purchase, retire or elect a pension/social security benefit that may not be reversable?? I think so, but it's not a one-time event! Those we serve best prefer and understanding on-going maintenance, remodels and staying connected will serve them best long-term! Full disclosure, we have done a lot of the work ourselves but also have called in experts to help us finish well and complete the project! That is our team to help us bring a fresh look to our dated bathroom project and look forward to sharing the finish product photos in an upcoming post. Stay tuned! How often do you "remodel" your financial house? Have you considered any on-going maintenance when it comes to your financial house? Any other best tips for a homeowner when working on their house with experts and their expertise?

We have begun the FUN project of updating our 1st floor powder room and it got me thinking... There are many correlations from construction to financial advice, maybe that is why Thrivent has created a framework to help clients make the analogy to building your financial house. I have used it often and it seems to resonate with clients but doing some projects around my house got me thinking of how often we do a project or build something then forget about it for a while. Maintenance is crucial to long-term success both as a homeowner and for our financial goals! I remember the first time I heard the saying, "measure twice, cut once." If you have done carpentry on any level, I am sure you have heard that same line. It's important, because should you cut a board too short, you have to start over or use the board somewhere else, taking more time to accomplish the initial goal set out. This is similar to our approach; we take time to measure your goals for a second time. Some clients have been actively working with another advisor, some have been a DIY person, and others have a plan in their head but haven't figured out if it all will work out when needed. Wouldn't it make sense to get a second opinion before you "pull the trigger" and make that big purchase, retire or elect a pension/social security benefit that may not be reversable?? I think so, but it's not a one-time event! Those we serve best prefer and understanding on-going maintenance, remodels and staying connected will serve them best long-term! Full disclosure, we have done a lot of the work ourselves but also have called in experts to help us finish well and complete the project! That is our team to help us bring a fresh look to our dated bathroom project and look forward to sharing the finish product photos in an upcoming post. Stay tuned! How often do you "remodel" your financial house? Have you considered any on-going maintenance when it comes to your financial house? Any other best tips for a homeowner when working on their house with experts and their expertise?

Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

Drivers start your engines! These are some famous words that get anyone and everyone's blood flowing! It was my first time at a track and up close to see the speed and precision of race cars with their drivers. What an experience! Our good friend races her Porsche along with her father. We have heard the stories for years and wanted to surprise her to see how a race weekend goes. What an experience to see the garage setup, the car itself, the laps, speed and how much goes into a successful race, it literally takes a whole team and everyone doing their job for success at the highest levels! That reminds me so much of what we do, we develop a team that helps you see the things you cannot. Whether that be the spotters in corners warning of upcoming issues and to slow down to not get hurt, or the mechanics who ensure your "vehicle" is setup, fueled up and ready for the race you are about to embark on, or the spotters letting you know of your surroundings so you can focus on what's ahead with total focus, we do that for our clients! Teams accomplish more than an individual can by themselves. In fact, I think we see that often in the Bible, whether it's Jesus sending the disciples out in pairs or Paul comparing the church to the body of Christ, it is woven throughout life, simply put, we are not meant to live alone! If you get the chance to go to a race, do it! Thanks Nicole and Rene for an unforgettable experience and weekend! We will definitely do it again!

Drivers start your engines! These are some famous words that get anyone and everyone's blood flowing! It was my first time at a track and up close to see the speed and precision of race cars with their drivers. What an experience! Our good friend races her Porsche along with her father. We have heard the stories for years and wanted to surprise her to see how a race weekend goes. What an experience to see the garage setup, the car itself, the laps, speed and how much goes into a successful race, it literally takes a whole team and everyone doing their job for success at the highest levels! That reminds me so much of what we do, we develop a team that helps you see the things you cannot. Whether that be the spotters in corners warning of upcoming issues and to slow down to not get hurt, or the mechanics who ensure your "vehicle" is setup, fueled up and ready for the race you are about to embark on, or the spotters letting you know of your surroundings so you can focus on what's ahead with total focus, we do that for our clients! Teams accomplish more than an individual can by themselves. In fact, I think we see that often in the Bible, whether it's Jesus sending the disciples out in pairs or Paul comparing the church to the body of Christ, it is woven throughout life, simply put, we are not meant to live alone! If you get the chance to go to a race, do it! Thanks Nicole and Rene for an unforgettable experience and weekend! We will definitely do it again!

Saving for retirement? Here’s something to consider: different accounts come with different tax implications. By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI). Get in touch to discuss the right approach for your unique situation. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Saving for retirement? Here’s something to consider: different accounts come with different tax implications. By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI). Get in touch to discuss the right approach for your unique situation. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

🏡 Your financial house should be built to last—and you can make it stronger with the right help. Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you: ✅ Prepare for the unexpected ✅ Save and invest for major milestones ✅ Adapt as your goals evolve Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more. See thrivent.com/social for important disclosures.

🏡 Your financial house should be built to last—and you can make it stronger with the right help. Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you: ✅ Prepare for the unexpected ✅ Save and invest for major milestones ✅ Adapt as your goals evolve Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more. See thrivent.com/social for important disclosures.



