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Insights

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

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Investing basics: The complete guide for beginners

Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.​ If you’d like to align your investments with your financial goals, let’s set up a meeting.

Investments can seem complex, but with a foundational understanding, anyone can start building a brighter financial future. Here are the essentials to get you...

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Our collection is underway! Help us help the Build a Basket Easter Outreach Program by adding to the giant office Easter basket. Plastic eggs, easter grass, small WRAPPED or PACKAGED candy (examples: mini candy bars, mini bags of jelly beans or other candy), small toys or crafts can drop them off at our office this M-TH or March 24-26th. Please text Sally to ensure she is in office ahead of swinging by at 813-694-5829. Amazon shipping works too! This is an initiative by The No More Foundation designed to bring hope, joy, and God’s Word to vulnerable communities in the Tampa Bay area. This program provides thoughtfully curated Easter gifts to anti-trafficking ministries, foster care homes, and group homes. These gifts serve as a tangible reminder of God’s promise of freedom. YOU can help make that possible by participating!

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Our collection is underway! Help us help the Build a Basket Easter Outreach Program by adding to the giant office Easter basket. Plastic eggs, easter grass, small WRAPPED or PACKAGED candy (examples: mini candy bars, mini bags of jelly beans or other candy), small toys or crafts can drop them off at our office this M-TH or March 24-26th. Please text Sally to ensure she is in office ahead of swinging by at 813-694-5829. Amazon shipping works too! This is an initiative by The No More Foundation designed to bring hope, joy, and God’s Word to vulnerable communities in the Tampa Bay area. This program provides thoughtfully curated Easter gifts to anti-trafficking ministries, foster care homes, and group homes. These gifts serve as a tangible reminder of God’s promise of freedom. YOU can help make that possible by participating!

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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Help us help the Build a Basket Easter Outreach Program! This is an initiative by The No More Foundation designed to bring hope, joy, and God’s Word to vulnerable communities in the Tampa Bay area. This program provides thoughtfully curated Easter gifts to anti-trafficking ministries, foster care homes, and group homes. These gifts serve as a tangible reminder of God’s promise of freedom. YOU can help make that possible! Let's collect items for the gifts. Here are some ideas: Plastic eggs, easter grass, small WRAPPED or PACKAGED candy (examples: mini candy bars, mini bags of jelly beans or other candy), small toys or crafts You can drop them off at our office next week or March 24-26th. Please text Sally to ensure she is in office ahead of swinging by at 813-694-5829. We love our clients!

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Help us help the Build a Basket Easter Outreach Program! This is an initiative by The No More Foundation designed to bring hope, joy, and God’s Word to vulnerable communities in the Tampa Bay area. This program provides thoughtfully curated Easter gifts to anti-trafficking ministries, foster care homes, and group homes. These gifts serve as a tangible reminder of God’s promise of freedom. YOU can help make that possible! Let's collect items for the gifts. Here are some ideas: Plastic eggs, easter grass, small WRAPPED or PACKAGED candy (examples: mini candy bars, mini bags of jelly beans or other candy), small toys or crafts You can drop them off at our office next week or March 24-26th. Please text Sally to ensure she is in office ahead of swinging by at 813-694-5829. We love our clients!

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Such an amazing moment yesterday being able to place my son’s Eagle Scout neckerchief at his Court of Honor. I am so proud of my son and his accomplishment of Scouting’s highest rank.

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Such an amazing moment yesterday being able to place my son’s Eagle Scout neckerchief at his Court of Honor. I am so proud of my son and his accomplishment of Scouting’s highest rank.

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.

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You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.

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Thankful to spend a few days this week at the Redeeming Money Kingdom Advisor conference, refocusing on my kingdom purpose as a financial advisor.

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Thankful to spend a few days this week at the Redeeming Money Kingdom Advisor conference, refocusing on my kingdom purpose as a financial advisor.

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5 simple retirement planning questions to ask yourself

Living your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️

Your retirement years can be some of the best of your life, but reaching your financial and lifestyle goals requires planning. Here are five questions to help...

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

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