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Insights

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

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📅 Life changes. So can your goals. 🤝 We’re here for the long haul. 🎯 Personalized guidance for today and tomorrow. 👉 Let’s talk. No pressure, no obligation—just a genuine conversation about what matters most to you. #FinancialPlanning #ValuesBasedAdvice 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.

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📅 Life changes. So can your goals. 🤝 We’re here for the long haul. 🎯 Personalized guidance for today and tomorrow. 👉 Let’s talk. No pressure, no obligation—just a genuine conversation about what matters most to you. #FinancialPlanning #ValuesBasedAdvice 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.

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The 3 advantages of life insurance for children

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind...

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When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children. However, life insurance can be beneficial...

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Have you considered Roth conversions? Let’s analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom 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.

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Have you considered Roth conversions? Let’s analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom 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.

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You already know your #retirement should be a priority. But will you have enough income to last in retirement? I can help. 📱(571) 970-0454 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.

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You already know your #retirement should be a priority. But will you have enough income to last in retirement? I can help. 📱(571) 970-0454 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.

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What a fantastic day in Annapolis this past Saturday! 🏈⚓ I had the joy of joining our Northeast Thrivent Member Network for the Navy vs. Alabama Birmingham game. Client Christine Hoeffner and I enjoyed a catered barbecue lunch at the Thrivent tent 🍴 before heading to our sold-out Thrivent section to cheer on the Midshipmen. The afternoon was filled with highlights—a thrilling flyover, a base jumper soaring in, and the stirring procession of the Naval Midshipmen 🇺🇸. It was also special to connect with Jill & Steffen Drees ✈️💙 And to top it all off… Navy brought home the WIN! 😀👏 Grateful for the chance to experience community, tradition, and a great game together. #Thrivent #MemberNetwork #NavyFootball #CommunityAndFaith #LiveGenerously For disclosure information, see thrivent.com/social. No products will be sold.

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What a fantastic day in Annapolis this past Saturday! 🏈⚓ I had the joy of joining our Northeast Thrivent Member Network for the Navy vs. Alabama Birmingham game. Client Christine Hoeffner and I enjoyed a catered barbecue lunch at the Thrivent tent 🍴 before heading to our sold-out Thrivent section to cheer on the Midshipmen. The afternoon was filled with highlights—a thrilling flyover, a base jumper soaring in, and the stirring procession of the Naval Midshipmen 🇺🇸. It was also special to connect with Jill & Steffen Drees ✈️💙 And to top it all off… Navy brought home the WIN! 😀👏 Grateful for the chance to experience community, tradition, and a great game together. #Thrivent #MemberNetwork #NavyFootball #CommunityAndFaith #LiveGenerously For disclosure information, see thrivent.com/social. No products will be sold.

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If experience matters to you, schedule an appointment with me. With many years of experience, I’ve seen it all and I'm ready to help you! 📱(571) 970-0454 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. #experience #professional #finance

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If experience matters to you, schedule an appointment with me. With many years of experience, I’ve seen it all and I'm ready to help you! 📱(571) 970-0454 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. #experience #professional #finance

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With careful planning and guidance, you can navigate financial management complexities for a confident and rewarding retirement journey. 📱(571) 970-0454 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. #experience #professional #finance

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With careful planning and guidance, you can navigate financial management complexities for a confident and rewarding retirement journey. 📱(571) 970-0454 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. #experience #professional #finance

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Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

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Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

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August 2025 Market Update: Stocks set new highs, despite concerns

In the latest market update, Thrivent Asset Management experts discuss concerns about some data, while stocks continue to set new highs.

Market volatility continues, and we anticipate growth to slow.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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