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Insights

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

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When people think about retirement planning, they often focus on the numbers. But one of my favorite questions to ask is: "What do you want retirement to look like?" Travel? More time with family? Volunteering? Pursuing a passion project? A financial plan isn't just about saving money. It's about creating the freedom to spend your time on what matters most. Visit Thrivent.com/social for imporant disclosures

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When people think about retirement planning, they often focus on the numbers. But one of my favorite questions to ask is: "What do you want retirement to look like?" Travel? More time with family? Volunteering? Pursuing a passion project? A financial plan isn't just about saving money. It's about creating the freedom to spend your time on what matters most. Visit Thrivent.com/social for imporant disclosures

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Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)

Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you. 36386k-2

Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to...

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Investing & taxes: Understanding tax on dividends, interest & capital gains

Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️

Taxes may not be the most exciting aspect of investing, but it's important to understand the basics of how they impact your investment income.

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6 common investing mistakes & how to avoid them

What are common mistakes people make when investing?​ 1️⃣ Lacking diversification​ 2️⃣ Trying to time the market​ 3️⃣ Investing with your emotions​ 4️⃣ Ignoring fees and taxes​ For more mistakes to watch out for and smart strategies to consider. 👇

If you're not a pro at investing, you can get tripped up. Here's what you need to know to sidestep common investment pitfalls and make the most of your money.

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💡 Money Tip of the Week: Treat your savings like a bill you pay yourself. Even setting aside a small amount automatically each month can add up over time 👍 Small steps today can lead to big confidence tomorrow. #MoneyTip #FinancialWellness #SmartHabits

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💡 Money Tip of the Week: Treat your savings like a bill you pay yourself. Even setting aside a small amount automatically each month can add up over time 👍 Small steps today can lead to big confidence tomorrow. #MoneyTip #FinancialWellness #SmartHabits

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Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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Happy to share Thrivent has been named to the Fortune 500 list in 2026 for the 32nd consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.

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June 2026 Market Update: Stocks and inflation keep rising

Markets up. Risks remain. See what’s driving Thrivent's outlook. ⬇️

Positive equity momentum continues, tempered by concerns around inflation, consumer resilience, and global conflict.

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This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

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This Memorial Day, we pause to remember and honor the brave men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

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Everyone’s vision for retirement looks a little different. For some it’s travel and adventure ✈️ For others it’s time with family 👨‍👩‍👧‍👦 For many it’s peace of mind and financial confidence 💛 What does your retirement dream look like? Share in the comments or connect with us to start building a plan to make it happen. #RetirementGoals #DreamRetirement #FinancialConfidence #JuliaWestonCFP #ThriventAdvisor #FarmingtonCT #RetirementPlanning See thrivent.com/social for disclosures

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Everyone’s vision for retirement looks a little different. For some it’s travel and adventure ✈️ For others it’s time with family 👨‍👩‍👧‍👦 For many it’s peace of mind and financial confidence 💛 What does your retirement dream look like? Share in the comments or connect with us to start building a plan to make it happen. #RetirementGoals #DreamRetirement #FinancialConfidence #JuliaWestonCFP #ThriventAdvisor #FarmingtonCT #RetirementPlanning See thrivent.com/social for disclosures

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18 fun (and affordable) ways to make the most of summer

Spring may have just arrived, but warmer weather often gets us thinking about summer plans — vacations, backyard gatherings, road trips, and time with family and friends. 🌼☀️ The good news? You don’t have to overspend to enjoy a memorable summer. A little planning can help you make the most of the season while staying mindful of your budget. Here are a few ideas to get started: 🏖️ Plan local adventures like parks, beaches, or hiking trails 🎬 Host a backyard movie night with friends or family 🍉 Organize a potluck picnic or BBQ 🚲 Explore your community by bike or on foot Check out 18 fun and affordable ways to make the most of summer here: 👉 https://www.thrivent.com/insights/budgeting-saving/18-fun-and-affordable-ways-to-make-the-most-of-summer With a little creativity and intentional planning, summer memories don’t have to come with a big price tag. #SummerPlanning #SmartSpending #BudgetFriendlyFun #FinancialWellness #JuliaWestonCFP #ThriventAdvisor #FarmingtonCT #FamilyMoments #PlanAhead #FaithAndFinance See thrivent.com/social for disclosures

The sweetest moments of summer don’t have to be expensive ones. Even if you’ve put pricey vacation plans on hold while you’re working toward other financial...

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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