Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image Read Post
Image

Choice Dollars may be directed through multiple channels: • Online by visiting Thrivent.com/thriventchoice. Click on "log in" at the top right of your screen and enter your MyThrivent user ID and password. • Call 800-847-4836 and when prompted, say "Thrivent Choice." For disclosure information, see thrivent.com/social

Image

Choice Dollars may be directed through multiple channels: • Online by visiting Thrivent.com/thriventchoice. Click on "log in" at the top right of your screen and enter your MyThrivent user ID and password. • Call 800-847-4836 and when prompted, say "Thrivent Choice." For disclosure information, see thrivent.com/social

Image VIEW MORE +
Image

2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

Image Read Post
Image

How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱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 Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Image

How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱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 Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Image Read Post
Image

#ThursdayThoughts 💡💡 For disclosure information, see thrivent.com/social

Image

#ThursdayThoughts 💡💡 For disclosure information, see thrivent.com/social

Image Read Post
Image

Let's work together to optimize your retirement strategy. 410-952-4536 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.

Image

Let's work together to optimize your retirement strategy. 410-952-4536 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.

Image Read Post
Image

Here are some roles to consider as examples: Teacher Mentor Consultant Transforming a hobby into a side gig Non-profit leadership Seasonal work Returning to education Organizing travel groups An Encore Career can take the form of either a paid position or a volunteer opportunity, but it should always be enjoyable! For disclosure information, see thrivent.com/social

Image

Here are some roles to consider as examples: Teacher Mentor Consultant Transforming a hobby into a side gig Non-profit leadership Seasonal work Returning to education Organizing travel groups An Encore Career can take the form of either a paid position or a volunteer opportunity, but it should always be enjoyable! For disclosure information, see thrivent.com/social

Image Read Post
Image

By understanding the aspects of taxable accounts, you'll be better equipped to build a diverse approach to achieving your short- and long-term financial goals. Connect 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.

Image

By understanding the aspects of taxable accounts, you'll be better equipped to build a diverse approach to achieving your short- and long-term financial goals. Connect 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.

Image Read Post
Image

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.

Image

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.

Image Read Post
Image

Guidance to confidently reach your financial goals, your way. For disclosure information, see thrivent.com/social #tipoftheday #finance

Image

Guidance to confidently reach your financial goals, your way. For disclosure information, see thrivent.com/social #tipoftheday #finance

Image Read Post
Image

With so many changes, it's important to stay informed. 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.

Image

With so many changes, it's important to stay informed. 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.

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.

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

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.