That’s why intentional planning matters. With the right guidance and a strategy built around your unique journey, you can move toward a confident retirement—on your terms. 💛
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Guidance to confidently reach your financial goals, your way.
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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. https://bit.ly/4nryLvV
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Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s most important to you.
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When it comes to your financial future, waiting too long to act can have real consequences.
From enrolling in your 401(k) to reviewing your investment mix, every choice—or lack of one—shapes your long-term outcomes. Your future self will thank you for making intentional decisions today.
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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
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Take time to reflect, review, and realign your strategy. Thoughtful decisions today can lead to a more confident tomorrow.
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No need to strategize alone.
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With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. 410-952-4536
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Together, we’ll create a plan that supports your dreams and protects what matters most.
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Through thoughtful planning and intentional decisions, you can use your financial resources to care for yourself, your loved ones, and the causes close to your heart.
I’m here to help you make wise money choices so you can live out your faith and purpose with confidence.
✨ Let’s begin your journey today — 410-952-4536
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Whether it’s planning for retirement, protecting loved ones, or leaving a legacy, we’ll create a strategy that aligns with what matters most to you.
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Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Are your financial decisions aligned with your values and life purpose? Let’s work together to create a personalized strategy that reflects your priorities.
📞 Call me at 410-952-4536 to get started.
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Are your financial decisions aligned with your values and life purpose? Let’s work together to create a personalized strategy that reflects your priorities.
📞 Call me at 410-952-4536 to get started.
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With interest rates expected to continue shifting, now is a smart time to revisit your cash savings.
By planning ahead, we can explore timely strategies designed to help keep your cash productive and aligned with your needs.
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💡 Portfolio construction tailored to your risk tolerance
💡 Tax-efficient investing strategies
💡 Retirement income planning & long-term growth
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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.
