🌟 After going through my dad, mother in law and father in laws passings, I have learned quite a bit. Death is not usually something you expect or plan for, but it’s the one thing that’s a certainty for all of us. If you have children, the biggest gift you can give them is a plan. Have a will, a trust, communicate about finances and wishes, prepare!! Losing a family member is difficult enough, but if your children and family left behind have to deal with paying out of pocket to give you a proper funeral, probate or other issues, it makes the process that much more painful. 🥺
I’ve been there. I understand all of the emotions surrounding these decisions and can help with a clear mind & steady hand. From life insurance, to investments, to utilizing the Thrivent Trust Company, I’m here to make the process easier. Contact me to set up a free consult & let’s change your family tree 💕
See Thrivent.com/social for important disclosures
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.
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
Thrivent Market & Economic updateThrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.
🌟 Our IRAs and IPAs workshop was a hit!! Thanks to Brewery 4Two4 in Holland for hosting this informative event, and for our amazing guests! Everyone who attended said they learned something and lots of great questions were asked. Looking forward to the next one!! 🍻
No products were sold at this event. See Thrivent.com/social for important disclosures
8 ways to get serious about paying off student loan debtIs 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. ⬇️
Financial Fitness Friday!!
Today’s Tip: Automate your savings like a bill
Set up automatic transfers from your checking account to a savings or investment account right after each payday. Treat it like a non-negotiable expense. This helps you “pay yourself first” and build wealth consistently, without relying on willpower.
See Thrivent.com/social for important disclosures
June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.
IRAs and IPAs: 5 Phases of an IRA at Brewery 4 Two 4Come join us for our first workshop at Brewery 4 Two 4 in Holland on Monday, June 30!! We will be discussing the 5 phases of an IRA, along with a Q & A session at the end. This workshop is great for anyone wanting to learn more about their retirement accounts and options available with them. Your first pour of beer or cider is on us, and we will also have some light appetizers available! Seating is limited, so click on the link below to register ASAP. Look forward to seeing you there!!
See thrivent.com/social for important disclosures. No products will be sold at this event.
Today’s Tip: Review Your Subscriptions
Take a few minutes to review all your monthly subscriptions, including streaming services, apps, magazines, memberships. Cancel anything you don’t use regularly. This small step can free up cash each month that could go toward savings or debt reduction instead.
See Thrivent.com/social for important disclosures
Financial Fitness Friday!!
Today’s Tip: Automate Your Savings
Set up automatic transfers from your checking account to your savings or investment accounts right after each payday. This “pay yourself first” strategy removes the temptation to spend what you plan to save and builds wealth consistently over time, without needing to think about it.
See Thrivent.com/social for important disclosures
May 2025 Market Update: Volatility goes up and downMixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.
✨ TEACHER’S APPRECIATION WEEK✨
Today, I brought lunch for the teachers and staff at my youngest son’s elementary school. We have been so blessed with amazing teachers, secretaries, principals, admin and para pros as my boys have grown through this school system and I’m grateful to be able to show a small token of our appreciation! 🥰🙏🏼
Thanks to Greco’s Pizza for providing the pizza, pastas and salads for this lunch!
#teacherappreciation #hudsonvillepublic
Financial Fitness Friday!!
Today’s Tip: Review your financial plan often!
Life is constantly changing, and your financial plan should evolve with it. Whether it’s a career shift, health issue, relocation, or changes in your family’s needs, these events can significantly impact your long-term goals. That’s why it’s essential to regularly review your current financial situation with your financial advisor to ensure it still aligns with where you want to go. Even small adjustments made early may lead to major benefits down the road.
See Thrivent.com/social for important disclosures
"He is not here; He has risen, just as He said. Come and see the place where He lay." - Matthew 28:6
Happy Easter! We rejoice in the resurrection of Jesus.
Financial Fitness Friday!!
Today’s Tip: Separate Personal and Business Finances
Use separate bank accounts and credit cards. Although there is no legal requirement for this, it’s good practice to maintain separate accounts and there are many reasons why. It simplifies taxes, reduces liability risks by creating a clear audit trail, and gives a clearer picture of business performance. It also creates a business credit score that’s separate from your personal one. It does take some time and effort, but your future self will thank you for it!
See Thrivent.com/social for important disclosures
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Financial Fitness Friday!!
Today’s tip: Cash is King!
Use cash as often as you can! Many establishments give discounts for using cash, including doctor’s offices, restaurants, nail/hair salons and more! Be mindful of the extra fees that are sometimes tacked on to bills for using a credit card. Little changes can make a big difference in your budget, plus you’re less likely to overspend!
See Thrivent.com/social for important disclosures
Retirement savings by age: How much should you have?Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.
