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Insights

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

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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

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Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX

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How to start investing with little money

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

When you've been busy with a growing family and financial goals like buying a house or paying down debt, it's understandable that you might have put off...

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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1 in 2 adults have moved back in with their parents. If that's you, here are 5 ways to make it pay off

Moving back home as an adult can come with a lot of financial questions, but it can also be an opportunity to take a step back, reassess your finances, and make progress toward your goals. In this article, I share some tips to consider if you’ve moved back home — from getting organized with a budget to making the most of the opportunity to save and plan ahead. If you or someone in your family is navigating this transition, I hope you’ll give it a read! You can check it out here: https://www.cnbc.com/select/financial-moves-to-make-if-youve-moved-back-home/#park-the-extra-savings-in-a-high-yield-savings-account

Moved back home? Here's how to use it to get ahead financially, from setting a goal to knowing where to park your money.

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Happy National Ice Cream Day! With a high of 95 degrees today, ice cream should be celebrated! Chocolate or chocolate peanut butter chunk is my go to flavor, do you have a favorite? Are you going to go celebrate today?

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Happy National Ice Cream Day! With a high of 95 degrees today, ice cream should be celebrated! Chocolate or chocolate peanut butter chunk is my go to flavor, do you have a favorite? Are you going to go celebrate today?

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5 financial risks (and how to adapt your financial plan)

Preparing for financial surprises doesn't have to be complicated! Proactive planning can help you stay ahead and avoid other risks that could impact your financial plan. Learn more about strategies to set you up for long-term success here: https://www.thrivent.com/insights/financial-planning/risks-and-habits-that-can-derail-your-financial-plan?utm_source=fieldfb&utm_campaign=2025_P2T_Derailers&utm_medium=fieldsocial&utm_content=DerailFinPlan See thrivent.com.social for important disclosures.

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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Today is my birthday and since I'm starting my last year in my 40s, I figured I could get away with wearing this wild shirt! I'm certainly thankful for being able to celebrate another birthday. For my friends over age 50, what suggestions or guidance do you have for me as I near the half-way point?! For my friends under age 50, what suggestions or guidance can I share with you?

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Today is my birthday and since I'm starting my last year in my 40s, I figured I could get away with wearing this wild shirt! I'm certainly thankful for being able to celebrate another birthday. For my friends over age 50, what suggestions or guidance do you have for me as I near the half-way point?! For my friends under age 50, what suggestions or guidance can I share with you?

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Every shaded state on this map is where I have clients that I'm blessed to serve. Some are when I started in Salt Lake City and stayed with me. Some moved to other states and asked if they could continue working with me. I tease my warm weather state clients that It's always a good idea to have clients to go visit when it gets cold in Colorado! With technology it's easy to meet virtually, so if you have friends or family in any of these states, I'm happy to meet them! Getting to know people all across the country is a fun part of working with Thrivent. I am honored to be apart of so many people's financial stories across 27 states!

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Every shaded state on this map is where I have clients that I'm blessed to serve. Some are when I started in Salt Lake City and stayed with me. Some moved to other states and asked if they could continue working with me. I tease my warm weather state clients that It's always a good idea to have clients to go visit when it gets cold in Colorado! With technology it's easy to meet virtually, so if you have friends or family in any of these states, I'm happy to meet them! Getting to know people all across the country is a fun part of working with Thrivent. I am honored to be apart of so many people's financial stories across 27 states!

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

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It's important to remember that FAFSA must be submitted every year you want aid (grants, loans, or work study). Mark your calendar well in advance and complete your application as sooon as posisble -- some finanical aid is first come, first served. Typically, the application opens on Oct. 1 for the next school year. Check here for dates and application info: studentaid.gov See thrivent.com/social for important disclosures.

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It's important to remember that FAFSA must be submitted every year you want aid (grants, loans, or work study). Mark your calendar well in advance and complete your application as sooon as posisble -- some finanical aid is first come, first served. Typically, the application opens on Oct. 1 for the next school year. Check here for dates and application info: studentaid.gov 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.

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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