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


The market shifts, and so does life. A year-end portfolio review ensures your investments still align with your goals. 🎯 Bonus: A little prep now = less stress in April. Let’s tidy up your finances and start 2026 with clarity. #PortfolioReview #FinancialGoals #YearEndPlanning #TaxPrep #MoneyMindset #InvestSmart For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

The market shifts, and so does life. A year-end portfolio review ensures your investments still align with your goals. 🎯 Bonus: A little prep now = less stress in April. Let’s tidy up your finances and start 2026 with clarity. #PortfolioReview #FinancialGoals #YearEndPlanning #TaxPrep #MoneyMindset #InvestSmart For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.


We will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

We will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.


We want to help you live your best life. #LiveYourBestLife #FinancialPlanning #PlanWithPurpose For disclosure information, see thrivent.com/social.

We want to help you live your best life. #LiveYourBestLife #FinancialPlanning #PlanWithPurpose For disclosure information, see thrivent.com/social.


If you’re concerned about running out of money, an annuity might be part of the solution. 🔒💰 For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

If you’re concerned about running out of money, an annuity might be part of the solution. 🔒💰 For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


You can plan year-end giving, set up recurring donations, or explore tax-efficient ways to give back. Did you know you can even lead a Thrivent Action Team or direct Choice Dollars®️ if you're eligible? Together, you can make an incredible impact. #LiveGenerously #GivingBack #Thrivent For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

You can plan year-end giving, set up recurring donations, or explore tax-efficient ways to give back. Did you know you can even lead a Thrivent Action Team or direct Choice Dollars®️ if you're eligible? Together, you can make an incredible impact. #LiveGenerously #GivingBack #Thrivent For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.


The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.


Plan today to make tomorrow meaningful. For disclosure information, see thrivent.com/social.

Plan today to make tomorrow meaningful. For disclosure information, see thrivent.com/social.


Time to connect! For disclosure information, see thrivent.com/social.

Time to connect! For disclosure information, see thrivent.com/social.