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

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Want to learn more about taxes and retirement? Join me on March 6th for a free workshop at the Franklin Public Library! Sign up via the links below. When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check. Want to join me? Here are the details: Friday, March 6th - there will be two sessions, 11:30am & 1pm - at the Franklin Public Library. Sign up via the links below or call our office at 262-679-3280. 11:30am session: https://bit.ly/4tlMJ6H 1pm session: https://bit.ly/3ZSTdMU No products will be sold. See thrivent.com/social for important disclosures.

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Want to learn more about taxes and retirement? Join me on March 6th for a free workshop at the Franklin Public Library! Sign up via the links below. When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check. Want to join me? Here are the details: Friday, March 6th - there will be two sessions, 11:30am & 1pm - at the Franklin Public Library. Sign up via the links below or call our office at 262-679-3280. 11:30am session: https://bit.ly/4tlMJ6H 1pm session: https://bit.ly/3ZSTdMU No products will be sold. See thrivent.com/social for important disclosures.

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Will your taxes affect your retirement? Join me on March 6th for a free workshop I am hosting where I will discuss that very question! When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check. Want to join me? Here are the details: Friday, March 6th - there will be two sessions, 11:30am & 1pm - at the Franklin Public Library. Sign up via the links below or call our office at 262-679-3280. 11:30am session: https://bit.ly/4tlMJ6H 1pm session: https://bit.ly/3ZSTdMU No products will be sold. See thrivent.com/social for important disclosures.

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Will your taxes affect your retirement? Join me on March 6th for a free workshop I am hosting where I will discuss that very question! When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check. Want to join me? Here are the details: Friday, March 6th - there will be two sessions, 11:30am & 1pm - at the Franklin Public Library. Sign up via the links below or call our office at 262-679-3280. 11:30am session: https://bit.ly/4tlMJ6H 1pm session: https://bit.ly/3ZSTdMU No products will be sold. See thrivent.com/social for important disclosures.

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What a holiday season! I had such a nice time with my family. Hope you all had a very merry Christmas and a happy new year as well!

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What a holiday season! I had such a nice time with my family. Hope you all had a very merry Christmas and a happy new year as well!

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6 year-end financial tasks

The hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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Join me next week for some drinks and light appetizers at Eagle Park in Muskego! I appreciate your business and would love to see you all there. Feel free to show up any time between 6-9pm. If you plan on attending, please RSVP here: http://bit.ly/47KfaTF Thursday, September 25th 6:00 PM – 9:00 PM Eagle Park Brewing & Distilling, Muskego S64 W15640 Commerce Center Pkwy Muskego, WI 53150 Come relax, connect, and enjoy a great time with us. We look forward to seeing you there! No products will be sold.

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Join me next week for some drinks and light appetizers at Eagle Park in Muskego! I appreciate your business and would love to see you all there. Feel free to show up any time between 6-9pm. If you plan on attending, please RSVP here: http://bit.ly/47KfaTF Thursday, September 25th 6:00 PM – 9:00 PM Eagle Park Brewing & Distilling, Muskego S64 W15640 Commerce Center Pkwy Muskego, WI 53150 Come relax, connect, and enjoy a great time with us. We look forward to seeing you there! No products will be sold.

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Pros & cons of paying off your mortgage before you retire

If you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire? While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.

If you bought or refinanced your home when you were in your mid-30s or older, you may find yourself headed into retirement with a mortgage in tow. You may have...

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

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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When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step.

When should you get life insurance? For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children...

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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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What is a deferred annuity & how does it work?

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Income in retirement 👉 Risk-based options 👉 Tax-deferred growth 👉 Optional rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months...

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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