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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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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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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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Did you know it’s National Dog Day?! Dogs may not understand retirement planning, but they sure do love our attention! Do you have a dog? Drop a picture below!

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Did you know it’s National Dog Day?! Dogs may not understand retirement planning, but they sure do love our attention! Do you have a dog? Drop a picture below!

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Happy National Relaxation Day! Being on the water is my happy place. Jen & I love spending a hot summer day in our kayaks on a nice quiet lake. What would your dream relaxing day look like?

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Happy National Relaxation Day! Being on the water is my happy place. Jen & I love spending a hot summer day in our kayaks on a nice quiet lake. What would your dream relaxing day look like?

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Happy National Ice Cream Day! With a high of 95 degrees today, ice cream should be celebrated! Vanilla is my favorite flavor, do you have a favorite flavor? 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! Vanilla is my favorite flavor, do you have a favorite flavor? 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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While I'm based in Loveland, Colorado, a lot of my clients aren't. Every shaded state on this map is where I have clients that I get the opportunity to serve! → Some I've never met in person. → Some moved away years ago and stayed with me. → All get the same care, attention and service as those who live just down the street! Getting to know people all across the country is one of my favorite parts of working with Thrivent. I am honored to be apart of so many people's financial stories across 13 states! Still waiting for my first Hawaiian addition, and the excuse (I mean reason) for annual face to face meetings!

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While I'm based in Loveland, Colorado, a lot of my clients aren't. Every shaded state on this map is where I have clients that I get the opportunity to serve! → Some I've never met in person. → Some moved away years ago and stayed with me. → All get the same care, attention and service as those who live just down the street! Getting to know people all across the country is one of my favorite parts of working with Thrivent. I am honored to be apart of so many people's financial stories across 13 states! Still waiting for my first Hawaiian addition, and the excuse (I mean reason) for annual face to face meetings!

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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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