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Insights

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

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An Exciting New Chapter! I am delighted to share that I have joined Roots Financial Group as an Associate Financial Advisor. While my commitment to serving you remains unchanged, this transition allows me to continue providing personalized financial guidance with the support of a team that shares my values of compassion, trust, and helping people make confident financial decisions. As many of you know, I am passionate about helping individuals and families navigate important life transitions, including divorce, retirement, and other significant financial milestones. My designations of Certified Divorce Financial Analyst®️ (CDFA®️) and Behavior al Financial Advisor™️ (BFA™️) as well as my specialized training allows me to support clients not only with financial planning strategies, but also with the emotional and behavioral aspects of financial decision-making. I am excited about the expanded resources, collaborative expertise, and client-focused approach that Roots Financial Group brings, and I look forward to continuing to help you pursue your financial goals with clarity and confidence. To learn more about the team and the services available to support you, I invite you to visit the Roots Financial Group website and explore the talented professionals who make up our team: Roots Financial Group, Thrivent. Most importantly, thank you for your trust. It is a privilege to be part of your financial journey, and I look forward to serving you in this next chapter.

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An Exciting New Chapter! I am delighted to share that I have joined Roots Financial Group as an Associate Financial Advisor. While my commitment to serving you remains unchanged, this transition allows me to continue providing personalized financial guidance with the support of a team that shares my values of compassion, trust, and helping people make confident financial decisions. As many of you know, I am passionate about helping individuals and families navigate important life transitions, including divorce, retirement, and other significant financial milestones. My designations of Certified Divorce Financial Analyst®️ (CDFA®️) and Behavior al Financial Advisor™️ (BFA™️) as well as my specialized training allows me to support clients not only with financial planning strategies, but also with the emotional and behavioral aspects of financial decision-making. I am excited about the expanded resources, collaborative expertise, and client-focused approach that Roots Financial Group brings, and I look forward to continuing to help you pursue your financial goals with clarity and confidence. To learn more about the team and the services available to support you, I invite you to visit the Roots Financial Group website and explore the talented professionals who make up our team: Roots Financial Group, Thrivent. Most importantly, thank you for your trust. It is a privilege to be part of your financial journey, and I look forward to serving you in this next chapter.

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Should you get life insurance in your 20s? 5 reasons to consider it

Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​

When you have children or other dependents, the protection offered by life insurance can become a financial necessity. But that doesn't mean you have to put...

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.

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Your super catch-up window is here

Between ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can: • See if you qualify and how much extra you may be eligible to contribute. • Understand the factors that may influence this decision. • Evaluate if contributing more—or another strategy—makes the most sense for your goals. Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️

Between ages 60 and 63, you may have a unique opportunity to boost your retirement savings through the super catch-up provision, if your employer’s retirement...

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Basics of a financial plan: What it is & getting started

Feel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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An Exciting New Chapter! I am delighted to share that I have joined Roots Financial Group as an Associate Financial Advisor. While my commitment to serving you remains unchanged, this transition allows me to continue providing personalized financial guidance with the support of a team that shares my values of compassion, trust, and helping people make confident financial decisions. As many of you know, I am passionate about helping individuals and families navigate important life transitions, including divorce, retirement, and other significant financial milestones. My designations of Certified Divorce Financial Analyst®️ (CDFA®️) and Behavior al Financial Advisor™️ (BFA™️) as well as my specialized training allows me to support clients not only with financial planning strategies, but also with the emotional and behavioral aspects of financial decision-making. I am excited about the expanded resources, collaborative expertise, and client-focused approach that Roots Financial Group brings, and I look forward to continuing to help you pursue your financial goals with clarity and confidence. To learn more about the team and the services available to support you, I invite you to visit the Roots Financial Group website and explore the talented professionals who make up our team: Roots Financial Group, Thrivent. Most importantly, thank you for your trust. It is a privilege to be part of your financial journey, and I look forward to serving you in this next chapter.

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An Exciting New Chapter! I am delighted to share that I have joined Roots Financial Group as an Associate Financial Advisor. While my commitment to serving you remains unchanged, this transition allows me to continue providing personalized financial guidance with the support of a team that shares my values of compassion, trust, and helping people make confident financial decisions. As many of you know, I am passionate about helping individuals and families navigate important life transitions, including divorce, retirement, and other significant financial milestones. My designations of Certified Divorce Financial Analyst®️ (CDFA®️) and Behavior al Financial Advisor™️ (BFA™️) as well as my specialized training allows me to support clients not only with financial planning strategies, but also with the emotional and behavioral aspects of financial decision-making. I am excited about the expanded resources, collaborative expertise, and client-focused approach that Roots Financial Group brings, and I look forward to continuing to help you pursue your financial goals with clarity and confidence. To learn more about the team and the services available to support you, I invite you to visit the Roots Financial Group website and explore the talented professionals who make up our team: Roots Financial Group, Thrivent. Most importantly, thank you for your trust. It is a privilege to be part of your financial journey, and I look forward to serving you in this next chapter.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk 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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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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The great wealth transfer: What baby boomers need to know

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

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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