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Insights

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

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The first week of school flew by! Hilda is loving 1st grade so far, and we're settling into our new routine. What are you doing today to set yourself up for a great week ahead? #BackToSchool #FirstGrade #SmallTownLiving #Thrivent See thrivent.com/social for important disclosures.

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The first week of school flew by! Hilda is loving 1st grade so far, and we're settling into our new routine. What are you doing today to set yourself up for a great week ahead? #BackToSchool #FirstGrade #SmallTownLiving #Thrivent See thrivent.com/social for important disclosures.

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Anyone else wondering how we're already talking about back-to-school? Before summer slips away completely, take a few minutes to review your financial accounts. Life changes fast, and a quick check-in can help ensure your investments, insurance, and beneficiary designations still match your goals. Summer isn't over, but it's a great time for a financial tune-up. Message me if you'd like to review your plan. #BackToSchool #FinancialPlanning #Thrivent See thrivent.com/social for important disclosures.

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Anyone else wondering how we're already talking about back-to-school? Before summer slips away completely, take a few minutes to review your financial accounts. Life changes fast, and a quick check-in can help ensure your investments, insurance, and beneficiary designations still match your goals. Summer isn't over, but it's a great time for a financial tune-up. Message me if you'd like to review your plan. #BackToSchool #FinancialPlanning #Thrivent See thrivent.com/social for important disclosures.

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Financial Awareness Day | August 14 Life doesn't always go the way we planned, and that's okay. No matter where you are today, it's never too late to start planning for a more secure future. One of my favorite parts of being a financial advisor is providing a safe, judgment-free place for people to talk about their goals, concerns, and next steps. If you've been putting off a financial conversation, consider this your sign to start. I'm here to help. #FinancialAwarenessDay #FinancialPlanning #RetirementPlanning #FinancialWellness #Thrivent For additional disclosures, see thrivent.com/social.

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Financial Awareness Day | August 14 Life doesn't always go the way we planned, and that's okay. No matter where you are today, it's never too late to start planning for a more secure future. One of my favorite parts of being a financial advisor is providing a safe, judgment-free place for people to talk about their goals, concerns, and next steps. If you've been putting off a financial conversation, consider this your sign to start. I'm here to help. #FinancialAwarenessDay #FinancialPlanning #RetirementPlanning #FinancialWellness #Thrivent For additional disclosures, see thrivent.com/social.

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August 2026 Market Update: Strong economy, higher yields

The market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️

Strong economic growth, broadening market leadership and attractive bond yields remain key market themes.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. 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.

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Finally Friday! How is it already the last Friday in July? This is your reminder to take the trip, swing on the rope, make the memories, and enjoy life. If you've done the planning, it's okay to spend some of the money you've worked so hard to save. Honestly, part of my job is giving people permission to enjoy life! Not sure if that vacation fits into your plan? Give me a call—I'd be happy to help. #FinallyFriday #FamilyMemories #FinancialPlanning #Thrivent For additional important information, visit thrivent.com/social.

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Finally Friday! How is it already the last Friday in July? This is your reminder to take the trip, swing on the rope, make the memories, and enjoy life. If you've done the planning, it's okay to spend some of the money you've worked so hard to save. Honestly, part of my job is giving people permission to enjoy life! Not sure if that vacation fits into your plan? Give me a call—I'd be happy to help. #FinallyFriday #FamilyMemories #FinancialPlanning #Thrivent For additional important information, visit thrivent.com/social.

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This view was pretty amazing, but what made it special was getting to experience it on a float trip with my kids. After some unexpected health challenges this past year, I'm especially grateful for moments like these. It's also a reminder that protecting your income matters. Disability income insurance can help protect your family if an illness or injury keeps you from working. Because life's best moments are worth protecting. #IncomeProtection #SummerMemories #Thrivent For additional important information, visit thrivent.com/social.

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This view was pretty amazing, but what made it special was getting to experience it on a float trip with my kids. After some unexpected health challenges this past year, I'm especially grateful for moments like these. It's also a reminder that protecting your income matters. Disability income insurance can help protect your family if an illness or injury keeps you from working. Because life's best moments are worth protecting. #IncomeProtection #SummerMemories #Thrivent For additional important information, visit thrivent.com/social.

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This picture means a little more to me this year. After some unexpected health challenges, I'm especially grateful to still be doing what I love—helping clients, supporting my community, and representing my business. As Disability Income Insurance Awareness Month comes to a close, it's a good reminder that our ability to earn an income is often our biggest asset. What would happen if an illness or injury kept you from working? #DisabilityInsurance #IncomeProtection #Thrivent For additional important information, visit thrivent.com/social.

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This picture means a little more to me this year. After some unexpected health challenges, I'm especially grateful to still be doing what I love—helping clients, supporting my community, and representing my business. As Disability Income Insurance Awareness Month comes to a close, it's a good reminder that our ability to earn an income is often our biggest asset. What would happen if an illness or injury kept you from working? #DisabilityInsurance #IncomeProtection #Thrivent For additional important information, visit thrivent.com/social.

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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