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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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Let’s talk about how I can help you plan with purpose! 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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Let’s talk about how I can help you plan with purpose! 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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Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. Meet with me to learn more! For more information visit 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. Meet with me to learn more! For more information visit 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

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Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #preparation #finance #family

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I'm proud to hold my Retirement Income Certified Professional®️ (RICP®️) designation. This specialized certification, awarded by The American College of Financial Services, equips advisors with advanced knowledge in retirement income planning, including: ✔️ Strategies to maximize Social Security & pensions ✔️ Tax-efficient withdrawal planning ✔️ Long-term care & healthcare considerations ✔️ Sustainable income solutions for a confident retirement With me, you get a personalized approach to turning your savings into a reliable income stream—so you can enjoy retirement on your terms. 📱410-952-4536 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. 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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I'm proud to hold my Retirement Income Certified Professional®️ (RICP®️) designation. This specialized certification, awarded by The American College of Financial Services, equips advisors with advanced knowledge in retirement income planning, including: ✔️ Strategies to maximize Social Security & pensions ✔️ Tax-efficient withdrawal planning ✔️ Long-term care & healthcare considerations ✔️ Sustainable income solutions for a confident retirement With me, you get a personalized approach to turning your savings into a reliable income stream—so you can enjoy retirement on your terms. 📱410-952-4536 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. 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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#Preparation is important when it comes to your finances. Time to connect! 📱410-952-4536 For more information visit 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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#Preparation is important when it comes to your finances. Time to connect! 📱410-952-4536 For more information visit 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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Together we can review your options. #RetirementPlanning #WealthBuilding #FinancialFreedom See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Together we can review your options. #RetirementPlanning #WealthBuilding #FinancialFreedom See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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The mission of Kingdom Advisors (KA) is to provide public benefit by granting the Certified Kingdom Advisor®️ designation, which represents excellence in biblically wise financial guidance. CKA Designees must comply with ethical principles, rules, and standards to maintain their designation. For more information visit Thrivent.com/social.

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The mission of Kingdom Advisors (KA) is to provide public benefit by granting the Certified Kingdom Advisor®️ designation, which represents excellence in biblically wise financial guidance. CKA Designees must comply with ethical principles, rules, and standards to maintain their designation. For more information visit Thrivent.com/social.

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Time to review your accounts. 📱410-952-4536 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. 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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Time to review your accounts. 📱410-952-4536 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. 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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Your #legacy isn’t just about what you leave behind—it’s about who you prepare to carry it forward. For more information visit Thrivent.com/social.

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Your #legacy isn’t just about what you leave behind—it’s about who you prepare to carry it forward. For more information visit Thrivent.com/social.

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

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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