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Insights

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

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Schedule a meeting to gain insights into your unique financial journey. #SmartMoneyMoves #AdvisorGuidance 📲(440) 299-6663 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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Schedule a meeting to gain insights into your unique financial journey. #SmartMoneyMoves #AdvisorGuidance 📲(440) 299-6663 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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With the #holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with #charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax #planning. Time to connect with our #professionals. 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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With the #holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with #charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax #planning. Time to connect with our #professionals. 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Having the right amount of life insurance coverage can help prevent your family from experiencing financial hardship. Contact me to schedule a personalized consultation. Together, we’ll explore your life insurance options. Source: LIMRA, Life Insurance Offers Sense of Security, 2022 📱(440) 299-6663 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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Having the right amount of life insurance coverage can help prevent your family from experiencing financial hardship. Contact me to schedule a personalized consultation. Together, we’ll explore your life insurance options. Source: LIMRA, Life Insurance Offers Sense of Security, 2022 📱(440) 299-6663 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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A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect. 📱(440) 299-6663 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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A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect. 📱(440) 299-6663 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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With the help of Thrivent's 💸What-If Tax Calculator, we can take a closer look at the tax #implications of your financial decisions. Together we'll use this tool to: ♦️Evaluate tax #impacts of your savings and investments. ♦️Guide you toward a tax-smart financial strategy. Certain adjustments can help you reduce your tax burden and enjoy greater financial flexibility now and in the future. 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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With the help of Thrivent's 💸What-If Tax Calculator, we can take a closer look at the tax #implications of your financial decisions. Together we'll use this tool to: ♦️Evaluate tax #impacts of your savings and investments. ♦️Guide you toward a tax-smart financial strategy. Certain adjustments can help you reduce your tax burden and enjoy greater financial flexibility now and in the future. 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Time to connect. (440) 299-6663 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.

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Time to connect. (440) 299-6663 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.

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Thanksgiving is a time to appreciate the blessings in our lives. We're grateful for the financial journeys we've shared with our clients. Wishing you a Happy Thanksgiving!

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Thanksgiving is a time to appreciate the blessings in our lives. We're grateful for the financial journeys we've shared with our clients. Wishing you a Happy Thanksgiving!

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#Insuring your kids isn’t just about a death benefit. It’s about helping them plan for their future long before the uncertainty of life and health takes that opportunity away from them. 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. #kids #family #retirement #plan #finance #lifeinsurance

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#Insuring your kids isn’t just about a death benefit. It’s about helping them plan for their future long before the uncertainty of life and health takes that opportunity away from them. 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. #kids #family #retirement #plan #finance #lifeinsurance

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For example, you may be able to defer a year-end bonus or delay the collection of business debts, rents, and payments for services. Doing so may enable you to postpone payment of tax on the income until next year. 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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For example, you may be able to defer a year-end bonus or delay the collection of business debts, rents, and payments for services. Doing so may enable you to postpone payment of tax on the income until next year. 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Thank you for helping make our Comedy for a Cause night a success❤️ #community #generosity

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Thank you for helping make our Comedy for a Cause night a success❤️ #community #generosity

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 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.

Not all team members may provide all products, programs and services in all states.

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.

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