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Insights

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

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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.

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Ready to design the life and future you dream of? #LegacyPlanning #LifeWellLived #BuildYourLegacy See thrivent.com/social for important disclosures.

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Ready to design the life and future you dream of? #LegacyPlanning #LifeWellLived #BuildYourLegacy See thrivent.com/social for important disclosures.

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Through this service, we’ll work together to assess your current financial situation, determine your future priorities, and craft a personalized dedicated plan to help you reach your goals. 📱(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.

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Through this service, we’ll work together to assess your current financial situation, determine your future priorities, and craft a personalized dedicated plan to help you reach your goals. 📱(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.

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Are you looking for a relationship that provides ongoing financial advice in your best interest? I can build a customized objective dedicated plan to help you reach your financial goals so that you can focus on the things that truly matter. Contact me to get started. 📱(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. #FinancialPlanning

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Are you looking for a relationship that provides ongoing financial advice in your best interest? I can build a customized objective dedicated plan to help you reach your financial goals so that you can focus on the things that truly matter. Contact me to get started. 📱(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. #FinancialPlanning

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Guided by your goals and values, I'll use my industry experience to help you plan for a more confident financial future. 📱 410-952-4536 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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Guided by your goals and values, I'll use my industry experience to help you plan for a more confident financial future. 📱 410-952-4536 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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Because building wealth isn’t just about numbers — it’s about mindset. Work with someone who understands both. For disclosure information, see thrivent.com/social #BFA #BehavioralFinance #FinancialConfidence #MindOverMoney #ValuesBasedPlanning #SmartChoices #WealthWithPurpose #MoneyMindset #PlanWithPurpose

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Because building wealth isn’t just about numbers — it’s about mindset. Work with someone who understands both. For disclosure information, see thrivent.com/social #BFA #BehavioralFinance #FinancialConfidence #MindOverMoney #ValuesBasedPlanning #SmartChoices #WealthWithPurpose #MoneyMindset #PlanWithPurpose

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Make a difference today! See thrivent.com/social for important disclosures.

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Make a difference today! See thrivent.com/social for important disclosures.

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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