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

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Retirement planning isn’t just about how much you save - it’s also about how your income may be taxed. Brandon is passionate about helping clients be strategic and tax‑efficient with their retirement income, so there are fewer surprises and more confidence along the way. With the right guidance today, peace of mind tomorrow becomes much more achievable. We’re always happy to be a resource; contact our office to learn more. Disclosures: thrivent.com/social

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Retirement planning isn’t just about how much you save - it’s also about how your income may be taxed. Brandon is passionate about helping clients be strategic and tax‑efficient with their retirement income, so there are fewer surprises and more confidence along the way. With the right guidance today, peace of mind tomorrow becomes much more achievable. We’re always happy to be a resource; contact our office to learn more. Disclosures: thrivent.com/social

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1st Quarter 2026 Market Review: Geopolitics takes center stage

Q1 reminded investors that markets don’t move in straight lines. Thrivent's Q1 2026 Market Review highlights increased volatility in stocks, growth in small-cap and value stocks and that bonds faced pressure as yields moved higher.

Escalating geopolitical tensions reshaped markets, influencing inflation, consumer confidence, equity leadership, bond yields and commodity prices during a...

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Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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If you’re hoping to retire in the next 5 - 10 years, these are worth thinking about: 1️⃣ Do I know where my retirement income will come from? 2️⃣ Do I understand how taxes will affect my withdrawals? 3️⃣ Do I know what happens if the market drops early in retirement? If you’re unsure about even one of these, that’s very common. These are exactly the kinds of conversations Brandon helps clients work through so retirement can feel clearer and more confident. You shouldn’t have to navigate this on your own. See thrivent.com/social for important disclosures.

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If you’re hoping to retire in the next 5 - 10 years, these are worth thinking about: 1️⃣ Do I know where my retirement income will come from? 2️⃣ Do I understand how taxes will affect my withdrawals? 3️⃣ Do I know what happens if the market drops early in retirement? If you’re unsure about even one of these, that’s very common. These are exactly the kinds of conversations Brandon helps clients work through so retirement can feel clearer and more confident. You shouldn’t have to navigate this on your own. See thrivent.com/social for important disclosures.

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You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

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You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

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Financial literacy for teens: 6 lessons about money management

One of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️

Teenagers tend to live in the here and now, especially when it comes to money. In just a few short years, however, they'll need to make important financial...

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February 2026 Market Update: Stocks rose and broadened

International equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️

Resilient economic data, broadening market strength and improving bond conditions set an encouraging tone for investors in January’s dynamic market landscape.

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We plan vacations. We plan birthdays. But planning for our own future? That often gets pushed aside. For some, retirement feels like it’s coming up fast. For others, it still seems far away. Maybe you and your partner talk about “someday,” but it always feels like a distant milestone. Or maybe you’re in your 50s, wondering what your number is - the point where you can confidently say goodbye to full‑time work. No matter where you are on that spectrum, we’re here to help. There’s nothing we enjoy more than sitting down with families, learning about your goals, and helping you get your financial ducks in a row so you can retire with confidence.

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We plan vacations. We plan birthdays. But planning for our own future? That often gets pushed aside. For some, retirement feels like it’s coming up fast. For others, it still seems far away. Maybe you and your partner talk about “someday,” but it always feels like a distant milestone. Or maybe you’re in your 50s, wondering what your number is - the point where you can confidently say goodbye to full‑time work. No matter where you are on that spectrum, we’re here to help. There’s nothing we enjoy more than sitting down with families, learning about your goals, and helping you get your financial ducks in a row so you can retire with confidence.

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Talking with your parents about their wishes can be tough, but those conversations matter more than ever. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

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Talking with your parents about their wishes can be tough, but those conversations matter more than ever. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most. Here’s how to approach these conversations with empathy and clarity. ⬇️ see thrivent.com/social for important disclosures.

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Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2

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Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2

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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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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