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Insights

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

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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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From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn

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From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn

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Looking to learn more about Social Security options and some of the choices you have? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join Thrivent for this FREE virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. Webinar Registration - Zoom No products will be sold. See thrivent.com/social for important disclosures.

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Looking to learn more about Social Security options and some of the choices you have? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join Thrivent for this FREE virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. Webinar Registration - Zoom No products will be sold. See thrivent.com/social for important disclosures.

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Resist relying on guesswork when understanding a school’s price. Instead, consider the full scope of a selection’s cost, including tuition, housing, meals, books, transportation and personal expenses. Then compare this number against your projected aid and savings to see the real gaps. If the process feels daunting, remember I am here to help. Together, we can review your options and identify the schools that fit best with your unique situation. See thrivent.com/social for important disclosures.

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Resist relying on guesswork when understanding a school’s price. Instead, consider the full scope of a selection’s cost, including tuition, housing, meals, books, transportation and personal expenses. Then compare this number against your projected aid and savings to see the real gaps. If the process feels daunting, remember I am here to help. Together, we can review your options and identify the schools that fit best with your unique situation. See thrivent.com/social for important disclosures.

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A balanced financial plan keeps long-term security in view while you prepare for near-term education costs. It doesn’t have to be “either/or”—it’s about prioritizing and sequencing. Contact me today if you'd like help mapping your goals and timeline. See thrivent.com/social for important disclosures.

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A balanced financial plan keeps long-term security in view while you prepare for near-term education costs. It doesn’t have to be “either/or”—it’s about prioritizing and sequencing. Contact me today if you'd like help mapping your goals and timeline. See thrivent.com/social for important disclosures.

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You’ll want to understand the difference between grants, work-study and loans. Same goes for how funds are disbursed and what must be accepted or declined. As a rule of thumb, accept only what you need. Let me know if you'd like a quick explanation before responding. See thrivent.com/social for important disclosures.

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You’ll want to understand the difference between grants, work-study and loans. Same goes for how funds are disbursed and what must be accepted or declined. As a rule of thumb, accept only what you need. Let me know if you'd like a quick explanation before responding. See thrivent.com/social for important disclosures.

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Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open. Not sure if you should apply? I'm here to review your financial situation with you before deadlines hit. For more information on FAFSA: studentaid.gov See thrivent.com/social for important disclosures.

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Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open. Not sure if you should apply? I'm here to review your financial situation with you before deadlines hit. For more information on FAFSA: studentaid.gov See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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How an allowance for kids teaches financial lessons for adulthood

Looking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️

Educating children about money goes well beyond knowing how many quarters are in a dollar. You also can teach them that money represents something that can be...

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Financial literacy for teens: 6 lessons about money management

One of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️

Teenagers tend to live in the here and now, especially when it comes to money. In just a few short years, however, they'll need to make important financial...

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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.

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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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