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

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Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Estate planning is not determined by age; it’s all about being prepared. We collaborate with your attorney so that your estate plan aligns seamlessly with your overall financial strategy. For disclosure information, see thrivent.com/social. #EstatePlanningMatters #FinancialAdvisor #LifePlanning #FutureFocused #HolisticPlanning

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Estate planning is not determined by age; it’s all about being prepared. We collaborate with your attorney so that your estate plan aligns seamlessly with your overall financial strategy. For disclosure information, see thrivent.com/social. #EstatePlanningMatters #FinancialAdvisor #LifePlanning #FutureFocused #HolisticPlanning

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Your financial future deserves more than guesswork — it deserves a strategy built around your goals, your timeline, and what matters most to you. Let’s talk about how intentional investing and thoughtful planning can help you move forward with clarity and confidence. See thrivent.com/social for important disclosures #InvestWithPurpose #GrowWithConfidence #FinancialPlanning #WealthStrategy #SmartInvesting #FutureFocused #PlanWithConfidence #YourGoalsYourPlan

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Your financial future deserves more than guesswork — it deserves a strategy built around your goals, your timeline, and what matters most to you. Let’s talk about how intentional investing and thoughtful planning can help you move forward with clarity and confidence. See thrivent.com/social for important disclosures #InvestWithPurpose #GrowWithConfidence #FinancialPlanning #WealthStrategy #SmartInvesting #FutureFocused #PlanWithConfidence #YourGoalsYourPlan

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Let's connect---(262) 338-7770 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Let's connect---(262) 338-7770 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Many retirement plans look solid on paper—but have they been tested against real-life scenarios? Market changes, healthcare costs, inflation, and longevity can all impact your retirement income. Stress testing your plan helps identify gaps, strengths, and opportunities—so you can move forward with confidence. Let’s take a closer look together. #HolisticPlanning #FinancialClarity For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #RetirementPlanning #StressTestYourPlan #FinancialConfidence #RetirementReady #FinancialAdvisor #FutureFocused

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Many retirement plans look solid on paper—but have they been tested against real-life scenarios? Market changes, healthcare costs, inflation, and longevity can all impact your retirement income. Stress testing your plan helps identify gaps, strengths, and opportunities—so you can move forward with confidence. Let’s take a closer look together. #HolisticPlanning #FinancialClarity For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #RetirementPlanning #StressTestYourPlan #FinancialConfidence #RetirementReady #FinancialAdvisor #FutureFocused

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You’re in control of how much you contribute (within IRS limits), how your money is invested, and where the account is held. Plus, because IRAs aren’t tied to an employer, they move with you throughout your career—making them a powerful tool for long-term retirement planning. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRAPlanning #RetirementSavings #FinancialFlexibility #InvestForTheFuture #MoneyManagement #FinancialConfidence

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You’re in control of how much you contribute (within IRS limits), how your money is invested, and where the account is held. Plus, because IRAs aren’t tied to an employer, they move with you throughout your career—making them a powerful tool for long-term retirement planning. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRAPlanning #RetirementSavings #FinancialFlexibility #InvestForTheFuture #MoneyManagement #FinancialConfidence

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Retirement isn’t one chapter—it’s a journey with changing needs over time. Working with our team means having a strategy designed for today, tomorrow, and the years ahead—helping you feel prepared no matter what retirement brings. #RetirementReady #FinancialPlanning #LongTermPlanning #IncomeInRetirement For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Retirement isn’t one chapter—it’s a journey with changing needs over time. Working with our team means having a strategy designed for today, tomorrow, and the years ahead—helping you feel prepared no matter what retirement brings. #RetirementReady #FinancialPlanning #LongTermPlanning #IncomeInRetirement For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Saving for retirement is important—but knowing whether your savings will last is essential. A retirement stress test helps evaluate how your plan holds up under different scenarios and life changes. If you’ve ever wondered, “Will I have enough?” this is a great place to start. Let’s build clarity and confidence together. #RetirementGoals #PlanWithConfidence #StressTest #FinancialPlanning #RetirementIncome For disclosure information, see thrivent.com/social.

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Saving for retirement is important—but knowing whether your savings will last is essential. A retirement stress test helps evaluate how your plan holds up under different scenarios and life changes. If you’ve ever wondered, “Will I have enough?” this is a great place to start. Let’s build clarity and confidence together. #RetirementGoals #PlanWithConfidence #StressTest #FinancialPlanning #RetirementIncome For disclosure information, see thrivent.com/social.

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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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View your tax forms along with other documents online! 💻 https://www.thrivent.com/ Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures.

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View your tax forms along with other documents online! 💻 https://www.thrivent.com/ Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. 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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