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Insights

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

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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Grateful I got to attend Thrivent’s Business Development Conference in Atlanta this week. Taking time to learn and grow is important to me because I believe God calls us to use our gifts to serve others well. My goal is always to better serve the families and clients I’m blessed to walk alongside as they plan for their futures. One of the things I love most about Thrivent is the focus on leading with faith, living generously, and supporting the causes we care about. A highlight of the conference was serving together through an Action Team by helping fill 5,000 Easter eggs for a local Atlanta nonprofit. Moments like this are a great reminder that serving others is at the heart of what we do. Thankful for the opportunity to grow, serve, and continue helping others live generously and pursue the plans God has placed on their hearts. See thrivent.com/social for important disclosures.

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Grateful I got to attend Thrivent’s Business Development Conference in Atlanta this week. Taking time to learn and grow is important to me because I believe God calls us to use our gifts to serve others well. My goal is always to better serve the families and clients I’m blessed to walk alongside as they plan for their futures. One of the things I love most about Thrivent is the focus on leading with faith, living generously, and supporting the causes we care about. A highlight of the conference was serving together through an Action Team by helping fill 5,000 Easter eggs for a local Atlanta nonprofit. Moments like this are a great reminder that serving others is at the heart of what we do. Thankful for the opportunity to grow, serve, and continue helping others live generously and pursue the plans God has placed on their hearts. See thrivent.com/social for important disclosures.

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I’m in Atlanta attending a Business Development Conference to continue learning and growing professionally. Opportunities like this help me stay fresh, informed, and focused on what matters most—serving my clients well and helping them make confident decisions.

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I’m in Atlanta attending a Business Development Conference to continue learning and growing professionally. Opportunities like this help me stay fresh, informed, and focused on what matters most—serving my clients well and helping them make confident decisions.

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🌟 Celebrating Service at One of Our Clients’ Retirement Celebrations 🌟 At one of our clients’ retirement celebrations, we had the special opportunity to turn gratitude into action through two meaningful service projects that will touch lives within our community. 💙 Warrior Bags for Oncology Patients – Alomere Health Together, we assembled Warrior Bags for patients beginning Chemotherapy or Radiation at Alomere Health. Each bag included thoughtful comfort items: A warm blanket, Water bottle, Mints, Chapstick, Chocolates, and a code to receive groceries or gas. These bags are distributed to individuals starting their treatment journey, offering a reminder that they are supported and not alone. 🙏 Care Bags for Men Entering Teen Challenge - Provided by the Non-Profit - Sharing Love and Hope We also packed care bags for men entering Teen Challenge, offering encouragement as they begin their path toward recovery. Each bag contained: Hygiene essentials, Blanket, Socks, Candy, Bible, and a devotional. These gifts were created to share hope, dignity, and support with those stepping into a new chapter. ✨ A Night Filled With Purpose It was a beautiful way to honor a milestone by giving back. Thank you to everyone who contributed their time, heart, and energy to make these projects possible. Your kindness reaches far beyond the celebration itself.

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🌟 Celebrating Service at One of Our Clients’ Retirement Celebrations 🌟 At one of our clients’ retirement celebrations, we had the special opportunity to turn gratitude into action through two meaningful service projects that will touch lives within our community. 💙 Warrior Bags for Oncology Patients – Alomere Health Together, we assembled Warrior Bags for patients beginning Chemotherapy or Radiation at Alomere Health. Each bag included thoughtful comfort items: A warm blanket, Water bottle, Mints, Chapstick, Chocolates, and a code to receive groceries or gas. These bags are distributed to individuals starting their treatment journey, offering a reminder that they are supported and not alone. 🙏 Care Bags for Men Entering Teen Challenge - Provided by the Non-Profit - Sharing Love and Hope We also packed care bags for men entering Teen Challenge, offering encouragement as they begin their path toward recovery. Each bag contained: Hygiene essentials, Blanket, Socks, Candy, Bible, and a devotional. These gifts were created to share hope, dignity, and support with those stepping into a new chapter. ✨ A Night Filled With Purpose It was a beautiful way to honor a milestone by giving back. Thank you to everyone who contributed their time, heart, and energy to make these projects possible. Your kindness reaches far beyond the celebration itself.

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Happy New Year! With the new year come exciting changes-we’ve moved to a new location with other Thrivent Advisors at 2308 S Broadway St, Suite 4, in Alexandria. Lucas Kosters and I have also formed Heritage Financial Associates, now serving both Alexandria and Sauk Centre. Watch for details on an upcoming open house-we’d love to see you.

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Happy New Year! With the new year come exciting changes-we’ve moved to a new location with other Thrivent Advisors at 2308 S Broadway St, Suite 4, in Alexandria. Lucas Kosters and I have also formed Heritage Financial Associates, now serving both Alexandria and Sauk Centre. Watch for details on an upcoming open house-we’d love to see you.

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Sequence of returns risk: What it means for your retirement

The 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.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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Proud to be a sponsor of the KT Humble Hearts Remembrance Walk. They do an amazing job of walking with families in their grief journey. If you would like to support them through your Action Teams or Choice Dollars reach out.

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Proud to be a sponsor of the KT Humble Hearts Remembrance Walk. They do an amazing job of walking with families in their grief journey. If you would like to support them through your Action Teams or Choice Dollars reach out.

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Chris Grieve and I were blessed to spend the afternoon yesterday being a hole sponsor at the Brandon-Evansville Golf Tournament. These funds help with the extra cost of Activities for the District. Go Chargers!

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Chris Grieve and I were blessed to spend the afternoon yesterday being a hole sponsor at the Brandon-Evansville Golf Tournament. These funds help with the extra cost of Activities for the District. Go Chargers!

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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