Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for this stage of life.
➡️ Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon and your risk tolerance. Together, they can reveal whether your current allocation still supports what you need in the years ahead.
If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy together and build a financial plan that supports you now—and throughout retirement.
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Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
#FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning
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Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Don't strategize this importance piece of your plan alone. I'm here to help!
(571) 970-0454
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Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
Yesterday I was sitting at a red light when an accident came across the intersection and into me. Two other drivers were taken to the hospital, and I was able to walk away. 😵💫
It was a powerful reminder of how quickly life can change—and how much there is to be grateful for. Hug your people a little tighter, say the prayers, and never take a single day for granted.
Here’s to stepping into the new year with gratitude, perspective, and a whole lot of grace. ✨
#ImReallyThankful #NewYearPerspective #GratefulHeart #LifeIsPrecious #CountYourBlessings #WalkedAway #ThankfulToday #FreshStart #FaithOverFear #Perspective #NewYearGratitude
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Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
With over 15 years at Thrivent and more than 22 years in financial services, I bring experience, perspective, and a collaborative approach to every client relationship.
I also work closely with professional partners when needed to provide individualized, purpose-based solutions—because no two financial situations are the same.
Let’s build a plan designed specifically for you. 📞 571-970-0454
#ExperiencedAdvisor #Guidance #FinancialExperience #PersonalizedPlanning #AlexandriaVA #NorthernVA
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.
If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
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.
