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

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Excited to share I've been inducted as a member of the Muncie Rotary Club. Looking forward to learning from and building relationships with our members, and for the opportunities for service and community involvement that present themselves through this group!

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Excited to share I've been inducted as a member of the Muncie Rotary Club. Looking forward to learning from and building relationships with our members, and for the opportunities for service and community involvement that present themselves through this group!

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.

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Grateful for the opportunity to return to my alma mater Ball State University and the fraternity that brought me great memories and friends to last a lifetime, Sigma Phi Epsilon. I presented a workshop on tips for investing for retirement, 3 steps to make saving a priority, and 4 steps for better budgeting. Super happy with the turnout and the chance to catch up with all the guys, we had plenty of engagement and great questions flowing throughout. It was great to see this group of young guys show an interest in ways to better themselves both now and in the future!

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Grateful for the opportunity to return to my alma mater Ball State University and the fraternity that brought me great memories and friends to last a lifetime, Sigma Phi Epsilon. I presented a workshop on tips for investing for retirement, 3 steps to make saving a priority, and 4 steps for better budgeting. Super happy with the turnout and the chance to catch up with all the guys, we had plenty of engagement and great questions flowing throughout. It was great to see this group of young guys show an interest in ways to better themselves both now and in the future!

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The IRS has announced retirement contribution limits for 2025: 401(k) Contribution Limit: Increased from $23,000 to $23,500 Catch-up limit (age 50+) remains at $7,500 Catch-up limit (age 60-63) is $11,250 IRA Contribution Limit: Remains at $7,000 Catch-up limit (age 50+) remains at $1,000 Simple Plan Contribution Limit: Increased from $16,000 to $16,500 Catch-up limit for (age 50+) remains $3,500 Catch-up limit (age 60-63) is $5,250 Income Phase Out Range for Roth IRAs: Singles: Increased from ($146,000-$161,000) to ($150,000-$165,000) Married Filing Separately: Remains at $0 - $10,000 Heads of Household: Increased from ($146,000 - $161,000) to ($150,000 - $165,000) Married Filing Jointly: Increased from ($230,000 - $240,000) to ($236,000 - 246,000) Income Phase Out Range from IRAs: Income phase-out noted a minor increase across the board. Income Limit for Saver's Credit: Single: Increased from $38,250 to $39,500 Married Filing Separately: Increased from $38,250 to $39,500 Heads of Household: Increased from $57,375 to $59,250 Married Filing Jointly: Increased from $76,500 to $79,000 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

The IRS has announced retirement contribution limits for 2025: 401(k) Contribution Limit: Increased from $23,000 to $23,500 Catch-up limit (age 50+) remains at $7,500 Catch-up limit (age 60-63) is $11,250 IRA Contribution Limit: Remains at $7,000 Catch-up limit (age 50+) remains at $1,000 Simple Plan Contribution Limit: Increased from $16,000 to $16,500 Catch-up limit for (age 50+) remains $3,500 Catch-up limit (age 60-63) is $5,250 Income Phase Out Range for Roth IRAs: Singles: Increased from ($146,000-$161,000) to ($150,000-$165,000) Married Filing Separately: Remains at $0 - $10,000 Heads of Household: Increased from ($146,000 - $161,000) to ($150,000 - $165,000) Married Filing Jointly: Increased from ($230,000 - $240,000) to ($236,000 - 246,000) Income Phase Out Range from IRAs: Income phase-out noted a minor increase across the board. Income Limit for Saver's Credit: Single: Increased from $38,250 to $39,500 Married Filing Separately: Increased from $38,250 to $39,500 Heads of Household: Increased from $57,375 to $59,250 Married Filing Jointly: Increased from $76,500 to $79,000 Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.

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At Thrivent, setting up a Roth IRA is simple and easy, and can help you set yourself up for the future. Our minimum monthly amount to open a Roth IRA is $50/month, roughly $12.50/week. An investment of $50/month at a 7% return over the next: 10 years: $8,554.18 20 years: $25,381.52 30 years: $50,483.17 40 years: $123,600.01 It's never too late to start investing, think of how big of a difference this investment could make over time. Your future self would be thanking you! Disclosures: Thrivent.com/social Hypothetical example is for illustrative purposes. May not be representative of actual results. Past performance is not necessarily indicative of future results.

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At Thrivent, setting up a Roth IRA is simple and easy, and can help you set yourself up for the future. Our minimum monthly amount to open a Roth IRA is $50/month, roughly $12.50/week. An investment of $50/month at a 7% return over the next: 10 years: $8,554.18 20 years: $25,381.52 30 years: $50,483.17 40 years: $123,600.01 It's never too late to start investing, think of how big of a difference this investment could make over time. Your future self would be thanking you! Disclosures: Thrivent.com/social Hypothetical example is for illustrative purposes. May not be representative of actual results. Past performance is not necessarily indicative of future results.

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I had a great time hosting a watch party for the Estate Preservation for the Next Generation webinar led by Eric W. Bilger, FIC, leader of Thrivent's top practice. It was great to hear plenty of ways to help plan for our future, the future of those we care about, and for the "what ifs" in life. See thrivent.com/social for important disclosures

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I had a great time hosting a watch party for the Estate Preservation for the Next Generation webinar led by Eric W. Bilger, FIC, leader of Thrivent's top practice. It was great to hear plenty of ways to help plan for our future, the future of those we care about, and for the "what ifs" in life. See thrivent.com/social for important disclosures

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Happy to have brought on 7 new clients in September, #4 out of more than 250 financial advisors in the Heartland Advisor Group. I can't express enough how great it is to work with awesome people daily, you all make this job a blast! Contact me if you'd like me to take a look at your financial picture, and I'll let you know how I might be able to help you out

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Happy to have brought on 7 new clients in September, #4 out of more than 250 financial advisors in the Heartland Advisor Group. I can't express enough how great it is to work with awesome people daily, you all make this job a blast! Contact me if you'd like me to take a look at your financial picture, and I'll let you know how I might be able to help you out

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Is your retirement strategy built for the long run?

A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

A resilient retirement strategy accounts for the everyday and the unexpected—including market and economic uncertainty. Here are some steps you can take to...

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Longevity risk: What it is & how to prepare for it in retirement

A long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

A long life is an amazing blessing to enjoy, but without proper planning, it can throw a wrench into your long-term retirement plans. Longevity risk is the...

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