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Insights

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

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As a mom and financial advisor, I think about this a lot… If something happened to you, would your family be financially okay? ❤️ Yes ⚠️ Not sure ❌ Probably not No pressure—but if you’d like help thinking through it, I’m here. You can also message me or we can set up a quick conversation. See thrivent.com/social for important disclosures.

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As a mom and financial advisor, I think about this a lot… If something happened to you, would your family be financially okay? ❤️ Yes ⚠️ Not sure ❌ Probably not No pressure—but if you’d like help thinking through it, I’m here. You can also message me or we can set up a quick conversation. See thrivent.com/social for important disclosures.

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May Day is today! Here is a picture of Hilda in the sunflowers last fall, and it reminded us of one of the sweetest traditions—leaving flowers on someone’s doorstep just to brighten their day. Lydia's family had this tradition! Did you ever do May Day flowers growing up? 🌷 Yes 🌼 No 🌸 Might have to start this year Let us know below! See thrivent.com/social for important disclosures.

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May Day is today! Here is a picture of Hilda in the sunflowers last fall, and it reminded us of one of the sweetest traditions—leaving flowers on someone’s doorstep just to brighten their day. Lydia's family had this tradition! Did you ever do May Day flowers growing up? 🌷 Yes 🌼 No 🌸 Might have to start this year Let us know below! See thrivent.com/social for important disclosures.

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Spring events, field trips, track meets, and other end-of-year activities galore! Usually even with the all the happenings either Lydia or Kaitie are able to be in the office, but today we are out. Please feel free to reach out to us via email or call and leave a voicemail. Hope you all have a great weekend! #brickstreetfinancialgroup #outofoffice #spring #trackseason

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Spring events, field trips, track meets, and other end-of-year activities galore! Usually even with the all the happenings either Lydia or Kaitie are able to be in the office, but today we are out. Please feel free to reach out to us via email or call and leave a voicemail. Hope you all have a great weekend! #brickstreetfinancialgroup #outofoffice #spring #trackseason

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What is a multi-year guaranteed annuity (MYGA) & how does it work?

Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty? 1. Certificate of deposit (CD) 2. High-yield savings account 3. Multi-Year Guarantee Annuity (MYGA) If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you. 36386k

When you're looking for investment solutions that offer stability and security—especially in an uncertain market—your options aren't just limited to CDs and...

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What is portfolio rebalancing? Tips to maintain your target investment mix

Is now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇

Keeping your investments on track isn’t a set-it-and-forget-it process. Over time, market shifts can throw off your portfolio’s balance, exposing you to more...

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If you’re a single parent, life insurance helps ensure housing, education, and stability for your kids—no matter what. Name a guardian and confirm coverage aligns with long-term care plans. #LifeInsurance #Thrivent #FinancialPlanning Insurance products issued by Thrivent. Licensed agent/producer. See thrivent.com/social for important disclosures.

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If you’re a single parent, life insurance helps ensure housing, education, and stability for your kids—no matter what. Name a guardian and confirm coverage aligns with long-term care plans. #LifeInsurance #Thrivent #FinancialPlanning Insurance products issued by Thrivent. Licensed agent/producer. See thrivent.com/social for important disclosures.

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Portfolio diversification: Importance, benefits & how to start

Is your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️

As you manage your investments, you may have heard that it's a good idea to diversify your portfolio—or have a mix of assets. The idea is to avoid putting all...

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Life Changes = Time to Review If any of these happened recently, it’s probably time for a review: New baby 👶 marriage 💍 divorce 🔄 new home 🏡 new business 💼 pay raise 📈 Pick one: beneficiaries, coverage amount, or policy type—then review it this month. #LifeTransitions #FinancialPlanning #FinancialLiteracyMonth Insurance products issued by Thrivent. Licensed agent/producer. See thrivent.com/social for important disclosures.

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Life Changes = Time to Review If any of these happened recently, it’s probably time for a review: New baby 👶 marriage 💍 divorce 🔄 new home 🏡 new business 💼 pay raise 📈 Pick one: beneficiaries, coverage amount, or policy type—then review it this month. #LifeTransitions #FinancialPlanning #FinancialLiteracyMonth Insurance products issued by Thrivent. Licensed agent/producer. See thrivent.com/social for important disclosures.

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Sunday Spotlight! Blake & Skyler used Thrivent Action Teams as they volunteered at their son's school providing awareness and education about autism. #autismawareness #livegenerously #brickstreetfinancialgroup #WorldAutismAcceptanceMonth

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Sunday Spotlight! Blake & Skyler used Thrivent Action Teams as they volunteered at their son's school providing awareness and education about autism. #autismawareness #livegenerously #brickstreetfinancialgroup #WorldAutismAcceptanceMonth

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For farm families, life insurance can help cover farm debt, protect land and equipment, and support business continuity across generations. Review coverage as operating loans or land values grow. #FarmFamily #AgLegacy #RuralPlanning #LifeInsurance #Thrivent See thrivent.com/social for important disclosures.

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For farm families, life insurance can help cover farm debt, protect land and equipment, and support business continuity across generations. Review coverage as operating loans or land values grow. #FarmFamily #AgLegacy #RuralPlanning #LifeInsurance #Thrivent 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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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