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Insights

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

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Hot off the press, Thrivent's fifth annual Boomerang Kids Survey where I'm quoted! Check it out, especially if you have young adult children. https://www.prnewswire.com/news-releases/economic-pressure-makes-boomerang-living-a-new-normal-annual-thrivent-survey-finds-302755068.html

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Hot off the press, Thrivent's fifth annual Boomerang Kids Survey where I'm quoted! Check it out, especially if you have young adult children. https://www.prnewswire.com/news-releases/economic-pressure-makes-boomerang-living-a-new-normal-annual-thrivent-survey-finds-302755068.html

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Did you know we moved offices? Well, sort of. Our address is the same, but we are now in Suite #102. Come in the building like you would and simply turn left! We are looking forward to welcoming you to our new space. Here is a sneak peek until you can come see in person!

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Did you know we moved offices? Well, sort of. Our address is the same, but we are now in Suite #102. Come in the building like you would and simply turn left! We are looking forward to welcoming you to our new space. Here is a sneak peek until you can come see in person!

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Would you like your contributions to have an even greater impact on the causes you care about? At this free workshop, Thrivent Charitable Impact & Investing Gift Planner, Ben Boline, will discuss ways to help you make the most of what you’ve been given as well as potential tax benefits. Join us for dinner and a presentation, courtesy of the Thrivent Member Network - Front Range Region: Wed., April 29, 2026 | 6:30 - 8:00 p.m. - TPC Clubhouse, Berthoud, CO Register at: https://www.eventbrite.com/e/1983586957988?aff=oddtdtcreator Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.No products will be sold. 27878F R7-24

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Would you like your contributions to have an even greater impact on the causes you care about? At this free workshop, Thrivent Charitable Impact & Investing Gift Planner, Ben Boline, will discuss ways to help you make the most of what you’ve been given as well as potential tax benefits. Join us for dinner and a presentation, courtesy of the Thrivent Member Network - Front Range Region: Wed., April 29, 2026 | 6:30 - 8:00 p.m. - TPC Clubhouse, Berthoud, CO Register at: https://www.eventbrite.com/e/1983586957988?aff=oddtdtcreator Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.No products will be sold. 27878F R7-24

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I am honored to have been inducted into the Thrivent Charitable Voices in Philanthropy Hall of Honor. Throughout my career, I have helped serve clients' charitable interests in more than $5 million in current or deferred gifts through Thrivent Charitable. The top 59 active financial advisors collective impact has resulted in over $747 million in total gifts to Thrivent Charitable, helping support the communities and causes our shared clients care about most.

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I am honored to have been inducted into the Thrivent Charitable Voices in Philanthropy Hall of Honor. Throughout my career, I have helped serve clients' charitable interests in more than $5 million in current or deferred gifts through Thrivent Charitable. The top 59 active financial advisors collective impact has resulted in over $747 million in total gifts to Thrivent Charitable, helping support the communities and causes our shared clients care about most.

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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.

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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