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.
If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.Learn more about your options: https://bit.ly/3VZ6FNl
As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that.This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5ptLet’s review your strategy together and make sure your investments support your next chapter.
2026 IRA contribution deadline: There's still time to maximize your savingsApril 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️
Are your retirement savings on track?Want to help boost your 2025 tax savings? Let's connect to explore how you can balance your retirement goals with your day-to-day.
Leave a legacy of generosityWant to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy.Take a look at these options and let’s connect. 👇🏼
Thrivent Multi-Year Guarantee Annuity™️Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity. For more information, let's connect today.36386A
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇Together, we can make sure your family is covered for the future.
I am thrilled to share that I’m being recognized as a Thrivent Hall of Fame Legend*!For the last 33 years, it’s been my honor and privilege to serve clients and partner with them on their financial journeys. I’m proud to be part of this amazing purpose-driven organization that helps people make the most of all they’ve been given, and I look forward to all that’s to come!*Hall of Fame Legends represent those Hall of Fame members who continue their dedication to our members since induction into the Thrivent Hall of Fame. To qualify as a Legend, a financial advisor or professional must reach 30 years of service, maintain a consistent level of production, and have a favorable compliance history.This recognition does not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor or professionals future performance.
Thrivent Charitable celebrates 2023 Voices in PhilanthropyI am honored to receive the 2023 Voices in Philanthropy recognition from Thrivent Charitable Impact & Investing®️. Thank you to my clients who live out their values by creating the change in their communities and the world that matters most to them. Join me in reading the full news article, announcing this year’s honorees: thriventcharitable.com/2023-VIPs.For important disclosures see thriventcharitable.com/social.
Alex & his son, Jake, representing the Stonebridge Group of Bloomington at the annual Autism Speaks walk. Alex supports families who have financial planning questions regarding Autism and special needs. No products were sold at this event.
Our members gathered on September 15th for a fun afternoon of tailgating before the University of Minnesota Gophers played (and won) against the Miami,OH RedHawks. The event was in partnership with the Union Gospel Mission's Heart for Hunger.
Twin Cities Wedding Expo October 2018We enjoy having a presence at events like Wedding Fair to meet engage couples who are in the process of planning their wedding. Getting married is a major life event, and so much goes into planning for that one day. We like to be a resource in helping to budget for their big day, along with beginning to plan for their future together, whether that be saving for a home, planning for children, or building their retirement nest egg.No products were sold at this event.
The Thrivent Community-Stonebridge of Bloomington hosted an Action Team Appreciation Event at Pinstripes in Edina, MN. It was a night for our members to come together to serve our community and learn more about Thrivent Action Team's. The evening's activities benefited Meals on Wheels of Bloomington, MN
