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

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I often get asked by clients, “Will Social Security even be there for me when I retire?” – well, Social Security has this cool new tool where you can learn about the system and then play around with some proposed changes and see what the impact will be. If you have a few extra minutes, it’s kind of fun. https://socialsecurity.actuary.org/ Let me know how your changes worked out and if you have the solution to fix Social Security!

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I often get asked by clients, “Will Social Security even be there for me when I retire?” – well, Social Security has this cool new tool where you can learn about the system and then play around with some proposed changes and see what the impact will be. If you have a few extra minutes, it’s kind of fun. https://socialsecurity.actuary.org/ Let me know how your changes worked out and if you have the solution to fix Social Security!

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How to know if you're saving enough for retirement

Roadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇

Sure, it’s important to save for retirement. But other major priorities, such as your kids’ tuition, or a big wedding to plan, could throw you off course.

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1) The fact that nearly 1/3 of people checking the "Lost and Found" found retirement money that was theirs is a staggeringly high percentage, and highlights just how many people are likely to have forgotten about "old" retirement money. 💰 2) As a matter of practice, along with suggesting periodic checks of unclaimed property at the state level, advisors should also encourage clients to double-check the Retirement Savings Lost and Found.✅ 3) I don't think I'll ever not find the name "Retirement Savings Lost and Found" beyond silly. "Of the 236,269 unique visitors who logged onto the Labor Department’s Retirement Savings Lost and Found Database from its launch in late December 2024 through the end of 2025, about 29.5% — 69,712 — found an old 401(k), pension or other workplace retirement plan associated with their Social Security number" https://www.cnbc.com/2026/02/04/retirement-savings-lost-and-found.html

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1) The fact that nearly 1/3 of people checking the "Lost and Found" found retirement money that was theirs is a staggeringly high percentage, and highlights just how many people are likely to have forgotten about "old" retirement money. 💰 2) As a matter of practice, along with suggesting periodic checks of unclaimed property at the state level, advisors should also encourage clients to double-check the Retirement Savings Lost and Found.✅ 3) I don't think I'll ever not find the name "Retirement Savings Lost and Found" beyond silly. "Of the 236,269 unique visitors who logged onto the Labor Department’s Retirement Savings Lost and Found Database from its launch in late December 2024 through the end of 2025, about 29.5% — 69,712 — found an old 401(k), pension or other workplace retirement plan associated with their Social Security number" https://www.cnbc.com/2026/02/04/retirement-savings-lost-and-found.html

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This is my view at the office most days. I can’t function without my wireless headset! It lets me be hands free to still be able to find things on the computer and on conference calls I can be moving around vs being tied to the phone cord! Do you have a favorite office tool at your desk?

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This is my view at the office most days. I can’t function without my wireless headset! It lets me be hands free to still be able to find things on the computer and on conference calls I can be moving around vs being tied to the phone cord! Do you have a favorite office tool at your desk?

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Jeff, Maddie, and I took a CPR course last night. It was helpful to brush up on our skills so we can jump into action if we ever need to. Are you up to date on your training?

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Jeff, Maddie, and I took a CPR course last night. It was helpful to brush up on our skills so we can jump into action if we ever need to. Are you up to date on your training?

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Finances + Generosity | Thrivent

Even though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?

Thrivent can help you plan your finances for the people, causes and communites you love.

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Nice day yesterday to get in a walk in downtown Atlanta before meeting kick off!

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Nice day yesterday to get in a walk in downtown Atlanta before meeting kick off!

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Come join me on Feb 19th as we all learn more about the good work Habitat for Humanity is doing in our community! You’re invited to an evening of gratitude and connection. Join us a special appreciation event for the supporters who make our mission possible. This gathering is all about you—your commitment, your belief in affordable homeownership, and the impact you help create every single day. We’ll share updates on Loveland Habitat for Humanity, highlight the progress you’ve fueled, and take a moment to celebrate the community standing behind this work. The Forge Event Center 815 14th St., SW Bldg 120 Loveland, CO 80537 Thursday, February 19 5:00–7:00 PM Light hors d’oeuvres, beer, and wine provided. We’d be honored to have you with us for a warm, uplifting evening built around appreciation and hope. Let’s look ahead together to what’s possible next. Email us @ tori@lovelandhabitat.org or Call us at (970) 669-9769 to RSVP! No products will be sold.

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Come join me on Feb 19th as we all learn more about the good work Habitat for Humanity is doing in our community! You’re invited to an evening of gratitude and connection. Join us a special appreciation event for the supporters who make our mission possible. This gathering is all about you—your commitment, your belief in affordable homeownership, and the impact you help create every single day. We’ll share updates on Loveland Habitat for Humanity, highlight the progress you’ve fueled, and take a moment to celebrate the community standing behind this work. The Forge Event Center 815 14th St., SW Bldg 120 Loveland, CO 80537 Thursday, February 19 5:00–7:00 PM Light hors d’oeuvres, beer, and wine provided. We’d be honored to have you with us for a warm, uplifting evening built around appreciation and hope. Let’s look ahead together to what’s possible next. Email us @ tori@lovelandhabitat.org or Call us at (970) 669-9769 to RSVP! No products will be sold.

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Clients often ask us where to take mom or dad for care and what are good facilities in town. We've partnered with All About Seniors who offer a free service that helps families evaluate and choose facilities best for their needs. Please join us at Verboten Brewery for Happy Hour on Wednesday, February 18th from 4-5pm to better understand: - New Trends in housing options for those 55+ - Senior living options & associated costs - Medicare/Medicaid and the different insurances that pay for housing and health care - Care options in the home & associated costs PLEASE RSVP to maddie.elder@thrivent.com or call the office at 970-744-4629. For more information, you can visit: www.allaboutseniorsinc.net Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. No products will be sold. See thrivent.com/social for important disclosure information.

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Clients often ask us where to take mom or dad for care and what are good facilities in town. We've partnered with All About Seniors who offer a free service that helps families evaluate and choose facilities best for their needs. Please join us at Verboten Brewery for Happy Hour on Wednesday, February 18th from 4-5pm to better understand: - New Trends in housing options for those 55+ - Senior living options & associated costs - Medicare/Medicaid and the different insurances that pay for housing and health care - Care options in the home & associated costs PLEASE RSVP to maddie.elder@thrivent.com or call the office at 970-744-4629. For more information, you can visit: www.allaboutseniorsinc.net Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. No products will be sold. See thrivent.com/social for important disclosure information.

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An Evening with Terrell Davis: Football, Grit, and Gridiron Glory EHills Church, 25511 East Smoky Hill Road, Aurora, CO 80016 This free event is made available to all Thrivent clients. You are welcome to invite family and friends to attend with you. Please register each attendee. Registration is required: https://www.eventbrite.com/e/an-evening-with-terrell-davis-football-grit-and-gridiron-glory-tickets-1964451175347?aff=Thrivent or https://bit.ly/3L1gPey Brought to you by the Thrivent Member Network, we invite you to join Super Bowl MVP, NFL MVP, and Pro Football Hall of Famer Terrell Davis for an electrifying night of stories, insights, and inspiration! In partnership with Fellowship of Christian Athletes and hosted at Eastern Hills Church, this exclusive event takes place the Friday before the Super Bowl. Hear Terrell break down his journey from underdog to legend, the mindset that fueled two Super Bowl titles, and what it takes to dominate on the biggest stage. Childcare provided for ages 0-10. Registration is required; seating is limited. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

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An Evening with Terrell Davis: Football, Grit, and Gridiron Glory EHills Church, 25511 East Smoky Hill Road, Aurora, CO 80016 This free event is made available to all Thrivent clients. You are welcome to invite family and friends to attend with you. Please register each attendee. Registration is required: https://www.eventbrite.com/e/an-evening-with-terrell-davis-football-grit-and-gridiron-glory-tickets-1964451175347?aff=Thrivent or https://bit.ly/3L1gPey Brought to you by the Thrivent Member Network, we invite you to join Super Bowl MVP, NFL MVP, and Pro Football Hall of Famer Terrell Davis for an electrifying night of stories, insights, and inspiration! In partnership with Fellowship of Christian Athletes and hosted at Eastern Hills Church, this exclusive event takes place the Friday before the Super Bowl. Hear Terrell break down his journey from underdog to legend, the mindset that fueled two Super Bowl titles, and what it takes to dominate on the biggest stage. Childcare provided for ages 0-10. Registration is required; seating is limited. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional 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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