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Insights

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

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Tax diversification = more control over your future income and tax brackets. #TaxStrategy #RetirementPlanning #SmartInvesting #PreRetirement #IncomeStrategy #RetirementReady #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning 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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Tax diversification = more control over your future income and tax brackets. #TaxStrategy #RetirementPlanning #SmartInvesting #PreRetirement #IncomeStrategy #RetirementReady #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning 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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2025 Midyear Market Outlook

Will market volatility continue into the second half of 2025? Thrivent leaders share thoughts on what may happen in the Midyear Market Outlook.

We don’t anticipate the market roller coaster will get less bumpy in the second half of 2025.

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Excellent short read---->https://bit.ly/4kJ89Gj For disclosure information, see thrivent.com/social. #PreRetirement #IncomeStrategy #RetirementReady #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning

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Excellent short read---->https://bit.ly/4kJ89Gj For disclosure information, see thrivent.com/social. #PreRetirement #IncomeStrategy #RetirementReady #RetirementPlanning #RiskMitigation #InvestSmart #aspirefinancialadvisors #ilovemyjobatthrivent #finance #wealth #community #dedicatedplanning

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Here are some recent golfing pics with friends ⛳🏌️‍♂️ and a few shots of summer flowers in full bloom 🌼🌸🌞. Loving every moment outdoors this summer — good company, great weather, and nature showing off! #SummerVibes #GolfLife #Outdoors #NatureLover #GoodTimes #FlowerPower #SunshineAndFriends #MakingMemories For disclosure information, see thrivent.com/social.

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Here are some recent golfing pics with friends ⛳🏌️‍♂️ and a few shots of summer flowers in full bloom 🌼🌸🌞. Loving every moment outdoors this summer — good company, great weather, and nature showing off! #SummerVibes #GolfLife #Outdoors #NatureLover #GoodTimes #FlowerPower #SunshineAndFriends #MakingMemories For disclosure information, see thrivent.com/social.

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Budgeting 101: Definition, purpose & types

Your budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.

Setting a budget can be a powerful tool to help you align everyday money decisions with your values. It can help you spend, save, invest and give without much...

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8 ways to get serious about paying off student loan debt

Is paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️

While the value of education is priceless, student loan debt you've accrued can follow you long into the future. If you're looking for ways to pay off your...

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📍 Local guidance, grounded in faith 📈 Proven strategies, personalized for you 💬 Let’s connect to begin your journey 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent 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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📍 Local guidance, grounded in faith 📈 Proven strategies, personalized for you 💬 Let’s connect to begin your journey 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent 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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Celebrating 20 years of Thrivent Asset Allocation Funds

Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.

Marking two decades of strong performance through market cycles, we celebrate the 20-year journey of Thrivent Asset Allocation Funds.

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I offer personalized, fee-based financial planning that includes retirement income strategies, tax-wise planning, estate planning coordination, education funding, and more. 💬 Let’s connect and build a plan you can trust. 📍 Serving the Alexandria area for 15+ years 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent 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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I offer personalized, fee-based financial planning that includes retirement income strategies, tax-wise planning, estate planning coordination, education funding, and more. 💬 Let’s connect and build a plan you can trust. 📍 Serving the Alexandria area for 15+ years 📱(571) 970-0454 #finance #wealth #community #dedicatedplanning #thrivent #aspirefinancialadvisors #insurance #ilovemyjobatthrivent 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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What is a variable annuity & how does it work?

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is...

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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