2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
Working with a financial professional is about more than investments—it’s about building a clear, intentional plan.
Your goals matter—and your plan should evolve with you.
#FinancialWellBeing #HolisticPlanning #InsurancePlanning #LongTermPlanning #FinancialClarity
For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Looking for a role with impact and growth? Join Thrivent’s Virtual Advice team.
As a Virtual Advisor, you’ll grow your skills and build confidence by supporting clients across the US. You’ll work with them virtually, helping them refine their financial strategies and pursue long-term goals. And you won’t do it alone—you’ll have the support of a collaborative team, modern tools and a proven process that sets you up for success.
Explore our openings: thriventcareers.com/4q9g2HH
Your financial journey isn’t just about numbers—it’s about direction, clarity, and confidence.
I work with clients to understand where they are today, where they want to go, and how to create strategies that help keep them on track along the way. We also plan for potential roadblocks before they become detours.
If you’re ready for personalized guidance and a collaborative planning approach, I’d love to connect.
📍Serving Alexandria & Northern Virginia
In-person or virtual appointments available
#FinancialGuidance #FinancialPlanning #PurposeDriven #AlexandriaVA #NorthernVA #LifePlanning #ValuesBasedPlanning
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Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
No need to strategize alone.
📱571-970-0454
https://bit.ly/4rKQB0q
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
#FaithAndFinance #AlexandriaVA #FinancialGuidance #retirement #wealth #future
Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.
The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0
If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.
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.
When it comes to your financial future, waiting too long to act can have real consequences.
From enrolling in your 401(k) to reviewing your investment mix, every choice—or lack of one—shapes your long-term outcomes. Your future self will thank you for making intentional decisions today.
Schedule an appointment using the below link⬇️
https://bit.ly/4rKQB0q
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#FinancialPlanning #RetirementReady #WealthManagement #FinancialWellness #DecisionMaking
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
2026 Social Security COLA increase: What future retirees should knowYou may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.
Our approach: craft plans that aren’t tied to one fixed assumption, but instead give you the flexibility to navigate the unknown with confidence. If you’re curious how possible tax changes could impact your goals, let’s talk.
https://bit.ly/4rKQB0q
#TaxPlanning #FinancialStrategy #PlanAhead #FinancialConfidence
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
We can help you: 🧾 Build sustainable income in retirement 💸 Coordinate Social Security and savings 📊 Minimize tax impact 🛡️ Include protection for unexpected life events Let’s craft a strategy that helps you live the life you’ve envisioned—now and in the future. 📞 571-970-0454
#MoneyTip #SocialSecurityStrategy #FinancialFreedom For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
✅ 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.
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
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
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Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
As the year wraps up, it’s the perfect moment to check in on your finances. These 3 simple steps can help set you up for success in the year ahead:
✅ Review your budget and spending. Make sure your money is working toward your goals.
✅ Assess your debt. Track your progress and explore ways to pay it down faster.
✅ Evaluate your savings. Strengthen your emergency fund, boost retirement contributions and refresh your funding strategies for the coming year.
Not sure where to start? Together, let’s plan how you can start the year on solid footing.
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If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
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