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Excited to partner with the Meridian Library unBound for a Lunch and Learn for Small Businesses. Wed., March 26th at 12 PM You can RSVP to me OR you can RSVP Cortnie Brown or Mariah Farmer. Let me know if you have any questions. Hope to see you there! Disclosures: Thrivent .com/social No products will be sold.

Excited to partner with the Meridian Library unBound for a Lunch and Learn for Small Businesses. Wed., March 26th at 12 PM You can RSVP to me OR you can RSVP Cortnie Brown or Mariah Farmer. Let me know if you have any questions. Hope to see you there! Disclosures: Thrivent .com/social No products will be sold.


Nervous about recent market volatility? It's understandable. When markets are unpredictable, it can make long-term planning feel uncertain. But there are strategies out there that can offer financial clarity, especially when it comes to locking in stable returns. By focusing on solutions that provide guaranteed rates of return, it's possible to build a financial plan that's not dependent on the ups and downs of the market. These solutions can offer a sense of security, knowing exactly what your returns will be, no matter what happens in the broader economy. If you're feeling uneasy about market fluctuations, it might be time to consider a strategy that can help stabilize your future without the stress of market risks. Hit me up for coffee to chat about options. Coffee is on me. ------------ I'm Steve Alderete. I love helping people find financial clarity throughout their lives. Follow for tips and networking opportunities in the Treasure Valley. Disclosures: Thrivent .com/social Guarantees based on the financial strength and claims-paying ability of the company. #MarketVolitility #GuaranteedReturns #Solutions #Economy #MarketFluctuations #Strategy #CoffeeOnMe

Nervous about recent market volatility? It's understandable. When markets are unpredictable, it can make long-term planning feel uncertain. But there are strategies out there that can offer financial clarity, especially when it comes to locking in stable returns. By focusing on solutions that provide guaranteed rates of return, it's possible to build a financial plan that's not dependent on the ups and downs of the market. These solutions can offer a sense of security, knowing exactly what your returns will be, no matter what happens in the broader economy. If you're feeling uneasy about market fluctuations, it might be time to consider a strategy that can help stabilize your future without the stress of market risks. Hit me up for coffee to chat about options. Coffee is on me. ------------ I'm Steve Alderete. I love helping people find financial clarity throughout their lives. Follow for tips and networking opportunities in the Treasure Valley. Disclosures: Thrivent .com/social Guarantees based on the financial strength and claims-paying ability of the company. #MarketVolitility #GuaranteedReturns #Solutions #Economy #MarketFluctuations #Strategy #CoffeeOnMe


Would you be okay with only half of your paycheck? Imagine only insuring half your house. A storm damages it, but only one side is covered. The rest? That’s on you. That’s how most employer disability plans work. They typically cover about 50–60% of your income—before taxes. Now, ask yourself: Could you cover your mortgage, groceries, and bills with that? Maybe. Maybe not. What's really important is knowing how much you are insured. Disability insurance isn’t a one size fits all. But it is one of the most overlooked parts of financial life. When you need it, it could mean the difference between stress and stability. Worth a second look? If you need someone who can read your employee benefits paperwork, I can do that. Disclosures: Thrivent .com/social

Would you be okay with only half of your paycheck? Imagine only insuring half your house. A storm damages it, but only one side is covered. The rest? That’s on you. That’s how most employer disability plans work. They typically cover about 50–60% of your income—before taxes. Now, ask yourself: Could you cover your mortgage, groceries, and bills with that? Maybe. Maybe not. What's really important is knowing how much you are insured. Disability insurance isn’t a one size fits all. But it is one of the most overlooked parts of financial life. When you need it, it could mean the difference between stress and stability. Worth a second look? If you need someone who can read your employee benefits paperwork, I can do that. Disclosures: Thrivent .com/social


Brought lunch. Talked money. Met some awesome people. Solid day. Had a great time at T-Zers, getting to know their team and checking out their impressive shop. Seriously cool place with great people. Thanks Jivan for having us! We brought lunch from Gandolfo’s New York Deli off McMillan, and it was incredible. Even better—they donate a portion of every catering order to the charity of your choice. Love that. Thanks Teri for your generosity! If you're a business owner and want to do something great for your team, I’d love to bring lunch and talk about any financial topic your group is interested in. No sales pitch, just real conversations about money that actually help people. Let me know if you're interested! Disclosures: Thrivent .com/social #LunchAndLearn #FinancialFoundations #Thrivent #Gandolfos #TZers

Brought lunch. Talked money. Met some awesome people. Solid day. Had a great time at T-Zers, getting to know their team and checking out their impressive shop. Seriously cool place with great people. Thanks Jivan for having us! We brought lunch from Gandolfo’s New York Deli off McMillan, and it was incredible. Even better—they donate a portion of every catering order to the charity of your choice. Love that. Thanks Teri for your generosity! If you're a business owner and want to do something great for your team, I’d love to bring lunch and talk about any financial topic your group is interested in. No sales pitch, just real conversations about money that actually help people. Let me know if you're interested! Disclosures: Thrivent .com/social #LunchAndLearn #FinancialFoundations #Thrivent #Gandolfos #TZers


Excited to partner with the Meridian Library unBound for a Lunch and Learn for Small Businesses. Wed., March 26th at 12 PM You can RSVP to me OR you can RSVP Cortnie Brown or Mariah Farmer. Let me know if you have any questions. Hope to see you there! Disclosures: Thrivent .com/social No products will be sold.

Excited to partner with the Meridian Library unBound for a Lunch and Learn for Small Businesses. Wed., March 26th at 12 PM You can RSVP to me OR you can RSVP Cortnie Brown or Mariah Farmer. Let me know if you have any questions. Hope to see you there! Disclosures: Thrivent .com/social No products will be sold.


Save the date: April 2nd at Hotel Renegade (Boise) Doors open 5:30 PM. Dinner 6 PM. Think of when you were at your best. Maybe you felt confident. Or powerful. Or passionate about life. What if you could be at your best more often? What if you could unleash the same power again and again? Inspired by this idea, Eric Boles, the CEO and Founder of The Game Changers, Inc. created a step-by-step approach to boosting performance in every part of life in his book, Moving to Great: Unleashing Your Best in Life and Work. Join us for this engaging presentation where you'll learn how to: - Identify your goals with clarity. - Overcome complacency to unleash your full potential. - Be your best more of the time. Free event. No products will be sold. Dinner included. Spots will fill up fast so let me know soon if you are interested. By RSVP only. Disclosures: Thrivent .com/social

Save the date: April 2nd at Hotel Renegade (Boise) Doors open 5:30 PM. Dinner 6 PM. Think of when you were at your best. Maybe you felt confident. Or powerful. Or passionate about life. What if you could be at your best more often? What if you could unleash the same power again and again? Inspired by this idea, Eric Boles, the CEO and Founder of The Game Changers, Inc. created a step-by-step approach to boosting performance in every part of life in his book, Moving to Great: Unleashing Your Best in Life and Work. Join us for this engaging presentation where you'll learn how to: - Identify your goals with clarity. - Overcome complacency to unleash your full potential. - Be your best more of the time. Free event. No products will be sold. Dinner included. Spots will fill up fast so let me know soon if you are interested. By RSVP only. Disclosures: Thrivent .com/social


Making more money can help, but if you're earning a solid income and still not seeing growth, the real key is in the right mix - a plan, discipline, and time. Wealth isn't just about what you make; it's about combining these three elements so you can reach your financial goals. If your income is strong but your financial progress isn't, let's create a strategy that brings it all together. Disclaimer: Thrivent .com/social

Making more money can help, but if you're earning a solid income and still not seeing growth, the real key is in the right mix - a plan, discipline, and time. Wealth isn't just about what you make; it's about combining these three elements so you can reach your financial goals. If your income is strong but your financial progress isn't, let's create a strategy that brings it all together. Disclaimer: Thrivent .com/social


I've been meeting with church leaders who are taking advantage of Thrivent’s resources for them. Here are a few ways we are supporting churches and their communities: **Money Canvas** – Free Financial Coaching Churches are using our free Money Canvas program as part of their benevolence efforts. It offers three no-strings-attached sessions with a financial coach—available even on weeknights and weekends—to help individuals gain confidence in managing their finances. **Free Church Leader Webinars** That’s right. Thrivent provides webinars designed to support church leaders through various topics relating to church finances. These are free and ongoing. Let me know, and I can send you a link. **403(b) Retirement Plans** Need to set up a 403(b) for your church staff? I can help. **Tax-Free Charitable Giving** - QCD If you’re required to take Required Minimum Distributions (RMDs) from your retirement accounts, you can donate those funds directly to your church through a Qualified Charitable Distribution (QCD)! **Financial Classes** I offer financial education sessions on a variety of topics to help church staff and congregations build financial confidence at no cost. For real. At Thrivent, we’re built on integrity and generosity, values we love passing on to others. If your church could benefit from any of these resources, DM me! Disclaimer: Thrivent .com/social

I've been meeting with church leaders who are taking advantage of Thrivent’s resources for them. Here are a few ways we are supporting churches and their communities: **Money Canvas** – Free Financial Coaching Churches are using our free Money Canvas program as part of their benevolence efforts. It offers three no-strings-attached sessions with a financial coach—available even on weeknights and weekends—to help individuals gain confidence in managing their finances. **Free Church Leader Webinars** That’s right. Thrivent provides webinars designed to support church leaders through various topics relating to church finances. These are free and ongoing. Let me know, and I can send you a link. **403(b) Retirement Plans** Need to set up a 403(b) for your church staff? I can help. **Tax-Free Charitable Giving** - QCD If you’re required to take Required Minimum Distributions (RMDs) from your retirement accounts, you can donate those funds directly to your church through a Qualified Charitable Distribution (QCD)! **Financial Classes** I offer financial education sessions on a variety of topics to help church staff and congregations build financial confidence at no cost. For real. At Thrivent, we’re built on integrity and generosity, values we love passing on to others. If your church could benefit from any of these resources, DM me! Disclaimer: Thrivent .com/social


Last week Thrivent Meridian dropped off donations made by our clients for Safe Families whose mission it is to serve the most vulnerable families in southwest Idaho. Thrivent members can apply for micro-grants (seed money) to host their own drive for a charity of their choice just like this one. I’m happy to share more about Thrivent membership so that you too can get micro-grants that create opportunities for impact in your own community. Disclosures: Thrivent .com/social

Last week Thrivent Meridian dropped off donations made by our clients for Safe Families whose mission it is to serve the most vulnerable families in southwest Idaho. Thrivent members can apply for micro-grants (seed money) to host their own drive for a charity of their choice just like this one. I’m happy to share more about Thrivent membership so that you too can get micro-grants that create opportunities for impact in your own community. Disclosures: Thrivent .com/social


Last week, I drove out to rural Idaho to get a client's signature in person. I love the convenience of Zoom and DocuSign but sometimes, an ink signature is required, and I don't mind that at all. It was easier for the client and it gave us a chance to connect face-to-face. That personal touch matter to me (and I mean, the views aren't terrible either)! Taking the time to show up in person is something I'll always make space for. What about you? How do you go the extra mile for your clients or customers? Disclaimer: Thrivent .com/social

Last week, I drove out to rural Idaho to get a client's signature in person. I love the convenience of Zoom and DocuSign but sometimes, an ink signature is required, and I don't mind that at all. It was easier for the client and it gave us a chance to connect face-to-face. That personal touch matter to me (and I mean, the views aren't terrible either)! Taking the time to show up in person is something I'll always make space for. What about you? How do you go the extra mile for your clients or customers? Disclaimer: Thrivent .com/social