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✨ Let’s Talk Year-End Money Magic ✨ Hey friends! Can you believe we’re already in the final stretch of 2025? This is a great time to think through your finances! 💁🏼♀️ Here’s why: Year-end planning isn’t just about taxes—it’s about aligning your money with what matters most to YOU. A few things I’m thinking about: 💖 Charitable giving - If there’s a cause close to your heart, giving before December 31st can reduce your tax bill while making a real impact. Win-win! 📊 Tax-advantaged moves - Max out that retirement contribution, harvest some tax losses, or use your FSA funds before they disappear 🎯 Setting intentions - What do you want your money to do for you next year? Now’s the perfect time to dream and plan Here’s what I want you to remember: Your generosity and your financial goals don’t have to compete. They can actually work together beautifully. You don’t have to be wealthy to give, and you don’t have to sacrifice your security to be generous. Start where you are. Give what feels right. Plan for what matters. Your move: Take 30 minutes this week to look at your year-end financial picture. Future you will be so grateful. 💪 Need a little guidance? I would love to sit with you and hear your ideas and goals. What’s one financial goal you’re wrapping up or one cause you’re supporting this year? I’d love to hear! 👇 Please 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. #YearEndPlanning #FinancialWellness #CharitableGiving #MoneyMindset #WomenAndMoney #FinancialEmpowerment #SmartGiving #FinancialGoals

✨ Let’s Talk Year-End Money Magic ✨ Hey friends! Can you believe we’re already in the final stretch of 2025? This is a great time to think through your finances! 💁🏼♀️ Here’s why: Year-end planning isn’t just about taxes—it’s about aligning your money with what matters most to YOU. A few things I’m thinking about: 💖 Charitable giving - If there’s a cause close to your heart, giving before December 31st can reduce your tax bill while making a real impact. Win-win! 📊 Tax-advantaged moves - Max out that retirement contribution, harvest some tax losses, or use your FSA funds before they disappear 🎯 Setting intentions - What do you want your money to do for you next year? Now’s the perfect time to dream and plan Here’s what I want you to remember: Your generosity and your financial goals don’t have to compete. They can actually work together beautifully. You don’t have to be wealthy to give, and you don’t have to sacrifice your security to be generous. Start where you are. Give what feels right. Plan for what matters. Your move: Take 30 minutes this week to look at your year-end financial picture. Future you will be so grateful. 💪 Need a little guidance? I would love to sit with you and hear your ideas and goals. What’s one financial goal you’re wrapping up or one cause you’re supporting this year? I’d love to hear! 👇 Please 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. #YearEndPlanning #FinancialWellness #CharitableGiving #MoneyMindset #WomenAndMoney #FinancialEmpowerment #SmartGiving #FinancialGoals

Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

Estate planning isn’t just for the wealthy—it’s for everyone. If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes. Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42 👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned. See thrivent.com/social for important disclosures.

Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD

Your legacy is more than what you leave behind—it’s what you intentionally pass forward. Whether you’re still building or ready to pass it on, let’s connect to make it lasting and meaningful. Legacy planning looks different for everyone. This guide helps you explore key areas so your plan reflects what matters most: https://bit.ly/3IeMVSD

Your Money, Your Values, Your Life ✨ Can we talk about budgeting for a second? Not the kind that makes you feel guilty for buying coffee or investing in things that bring you joy. I’m talking about the kind that actually works WITH your life, not against it. Here’s what I’ve learned: Common sense budgeting isn’t about restriction—it’s about intention. It’s deciding that yes, you’re going to invest in your retirement AND take that trip with your best friend. You’re going to build your emergency fund AND invest in that course that could level up your career. You’re going to save for a house AND buy yourself flowers on a random Tuesday. The secret? Getting clear on what actually matters to YOU. Not what personal finance bros on the internet say you should prioritize. Not what your parents think is responsible. What lights YOU up and moves you toward the future you’re building. Here’s my approach: Start by naming your values. Is it freedom? Security? Adventure? Growth? Connection? Whatever they are, your budget should reflect them. If family is everything to you but you never budget for visits home, something’s off. If learning feeds your soul but you cut “fun money” first, that’s not sustainable. Then set goals that excite you—both the practical ones (hello, fully funded emergency fund) and the dream ones (that certification, that remodel, that sabbatical). Your money gets to work toward ALL of it. The magic happens when you realize you don’t have to choose between being financially responsible and actually living your life. You can do both. You just have to be honest about your priorities and creative about your plan. Bottom line: Build a budget that respects your future self while honoring who you are right now. That’s not just smart money management—that’s living with intention. What’s one financial goal you’re working toward that truly reflects your values? 💭 Please see Thrivent.com/social for important disclosures #PersonalFinance #BudgetingTips #FinancialGoals #MoneyMindset #WomenAndMoney #FinancialFreedom #IntentionalLiving #SmartMoney #InvestInYourself

Your Money, Your Values, Your Life ✨ Can we talk about budgeting for a second? Not the kind that makes you feel guilty for buying coffee or investing in things that bring you joy. I’m talking about the kind that actually works WITH your life, not against it. Here’s what I’ve learned: Common sense budgeting isn’t about restriction—it’s about intention. It’s deciding that yes, you’re going to invest in your retirement AND take that trip with your best friend. You’re going to build your emergency fund AND invest in that course that could level up your career. You’re going to save for a house AND buy yourself flowers on a random Tuesday. The secret? Getting clear on what actually matters to YOU. Not what personal finance bros on the internet say you should prioritize. Not what your parents think is responsible. What lights YOU up and moves you toward the future you’re building. Here’s my approach: Start by naming your values. Is it freedom? Security? Adventure? Growth? Connection? Whatever they are, your budget should reflect them. If family is everything to you but you never budget for visits home, something’s off. If learning feeds your soul but you cut “fun money” first, that’s not sustainable. Then set goals that excite you—both the practical ones (hello, fully funded emergency fund) and the dream ones (that certification, that remodel, that sabbatical). Your money gets to work toward ALL of it. The magic happens when you realize you don’t have to choose between being financially responsible and actually living your life. You can do both. You just have to be honest about your priorities and creative about your plan. Bottom line: Build a budget that respects your future self while honoring who you are right now. That’s not just smart money management—that’s living with intention. What’s one financial goal you’re working toward that truly reflects your values? 💭 Please see Thrivent.com/social for important disclosures #PersonalFinance #BudgetingTips #FinancialGoals #MoneyMindset #WomenAndMoney #FinancialFreedom #IntentionalLiving #SmartMoney #InvestInYourself

The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt

The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt

Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

Thrivent raised more than $1 million for three nonprofits helping with disaster relief efforts in Texas after the July 4 flooding. Thank you clients and friends for continuing to make the most of all you’ve been given!

Great news! Thrivent is maintaining its strong financial ratings from Moody’s Ratings, reflecting our ongoing financial strength and stability. These ratings reflect our excellent financial profile, business fundamentals and performance. Proud to be part of an organization that is financially strong and committed to serving clients for the long-term! Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Great news! Thrivent is maintaining its strong financial ratings from Moody’s Ratings, reflecting our ongoing financial strength and stability. These ratings reflect our excellent financial profile, business fundamentals and performance. Proud to be part of an organization that is financially strong and committed to serving clients for the long-term! Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb
