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Insights

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

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We talk about: ✅ What you’re passionate about ✅ Who you’re providing for ✅ How you want to make an impact It’s not just financial planning — it’s life planning with purpose. 📱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 #FaithBasedFinance #FinancialWellness #Thrivent

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We talk about: ✅ What you’re passionate about ✅ Who you’re providing for ✅ How you want to make an impact It’s not just financial planning — it’s life planning with purpose. 📱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 #FaithBasedFinance #FinancialWellness #Thrivent

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Have you covered your bases? Let’s talk. #RiskManagement #PlanForTheUnexpected #SmartMoneyMoves 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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Have you covered your bases? Let’s talk. #RiskManagement #PlanForTheUnexpected #SmartMoneyMoves 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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You don’t need to “time the market”—what you truly need is time in the market. The sooner you begin investing, the more compound interest will work in your favor. For disclosure information, see thrivent.com/social.

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You don’t need to “time the market”—what you truly need is time in the market. The sooner you begin investing, the more compound interest will work in your favor. For disclosure information, see thrivent.com/social.

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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom 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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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom 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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Schedule an appointment to learn more. 📱(410) 952-4536 #InvestEarly #CompoundInterest #MoneyMoves 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 an appointment to learn more. 📱(410) 952-4536 #InvestEarly #CompoundInterest #MoneyMoves 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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I can help you craft a more risk-ready financial plan that suits your risk tolerance and goals. 📱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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I can help you craft a more risk-ready financial plan that suits your risk tolerance and goals. 📱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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Annuities aren’t for everyone, but they can work nicely for this goal. For more information, see Annuities (thrivent.com). 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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Annuities aren’t for everyone, but they can work nicely for this goal. For more information, see Annuities (thrivent.com). 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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Curious if an annuity fits your plan? Let’s talk. For more information, see Annuities (thrivent.com). 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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Curious if an annuity fits your plan? Let’s talk. For more information, see Annuities (thrivent.com). 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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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. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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Just finished taxes? Great! Now is the best time to use that info for smarter planning—whether it’s investing a refund, increasing retirement contributions, or adjusting withholdings. 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.

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Just finished taxes? Great! Now is the best time to use that info for smarter planning—whether it’s investing a refund, increasing retirement contributions, or adjusting withholdings. 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.

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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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