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Every plan or recommendation I offer is different, it all depends on you and your goals. My goal is to make sure you understand the "why" behind the decisions you are making. For disclosure information, see thrivent.com/social. #FinancialPlanning #InvestingBasics #StartEarly #WealthBuilding #FinancialConfidence

Every plan or recommendation I offer is different, it all depends on you and your goals. My goal is to make sure you understand the "why" behind the decisions you are making. For disclosure information, see thrivent.com/social. #FinancialPlanning #InvestingBasics #StartEarly #WealthBuilding #FinancialConfidence

Grounded in values that shape us. #ClientFocused #LongTermPlanning #ValuesDriven #FinancialGuidance #CommunityFirst See thrivent.com/social for important disclosures

Grounded in values that shape us. #ClientFocused #LongTermPlanning #ValuesDriven #FinancialGuidance #CommunityFirst See thrivent.com/social for important disclosures

When you’re ready, we're here to help you take the next step. #FinancialWellness #FaithAndFinance #FuturePlanning For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

When you’re ready, we're here to help you take the next step. #FinancialWellness #FaithAndFinance #FuturePlanning For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

✅ Key points: File by the tax deadline for the year the taxpayer passed (typically April 15 of the following year). If the death occurs early in the year, more than one return may be needed. As the year ends, reviewing and organizing these matters can help ensure estates are handled correctly and refunds are not missed. #YearEndPlanning #EstatePlanning #TaxPlanning #DeceasedTaxpayer #FinancialGuidance For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

✅ Key points: File by the tax deadline for the year the taxpayer passed (typically April 15 of the following year). If the death occurs early in the year, more than one return may be needed. As the year ends, reviewing and organizing these matters can help ensure estates are handled correctly and refunds are not missed. #YearEndPlanning #EstatePlanning #TaxPlanning #DeceasedTaxpayer #FinancialGuidance For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

These small steps can prevent family conflict and help you receive care aligned with your values. It’s never too early — or too simple — to plan ahead. 🌟 For disclosure information, see thrivent.com/social. #FinancialPlanning #EstateStrategy #LegacyMatters #FinancialConfidence

These small steps can prevent family conflict and help you receive care aligned with your values. It’s never too early — or too simple — to plan ahead. 🌟 For disclosure information, see thrivent.com/social. #FinancialPlanning #EstateStrategy #LegacyMatters #FinancialConfidence

As the year comes to a close, now is a good time to review how this deduction may apply to your situation and ensure it’s reflected in your year-end and tax planning strategy. #YearEndPlanning #RetirementPlanning #SeniorTaxBenefits #2025Taxes #FinancialPlanning For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

As the year comes to a close, now is a good time to review how this deduction may apply to your situation and ensure it’s reflected in your year-end and tax planning strategy. #YearEndPlanning #RetirementPlanning #SeniorTaxBenefits #2025Taxes #FinancialPlanning For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

Your goals. Your story. Your plan—guided together. #FinancialJourney #PlanForTomorrow #MoneyMindset For additional disclosure, see thrivent.com/social

Your goals. Your story. Your plan—guided together. #FinancialJourney #PlanForTomorrow #MoneyMindset For additional disclosure, see thrivent.com/social

Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money. 🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.

Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money. 🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.

This holiday season, let’s offer hope and help to our neighbors facing food insecurity. With Thrivent’s resources, you may: • Donate fee-free to local organizations providing nourishment to our community.* • Apply to lead a Thrivent Action Team. Gather volunteers to restock a food pantry or make a meal for a family in need. • Direct Thrivent Choice Dollars®️ (eligible Thrivent members). To learn more and check eligibility: https://bit.ly/3K8lNpy *Conditions apply. See thrivent.com/social for important disclosures.

This holiday season, let’s offer hope and help to our neighbors facing food insecurity. With Thrivent’s resources, you may: • Donate fee-free to local organizations providing nourishment to our community.* • Apply to lead a Thrivent Action Team. Gather volunteers to restock a food pantry or make a meal for a family in need. • Direct Thrivent Choice Dollars®️ (eligible Thrivent members). To learn more and check eligibility: https://bit.ly/3K8lNpy *Conditions apply. See thrivent.com/social for important disclosures.
