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Insights

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

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Join me on Saturday, March 14th, for Muskego Feeds at Lakepoint Church! This annual event is an incredible time for the community to get together and pack meals for hungry people around the world. This year we're filling a full semi-truck shipping container with the help of awesome volunteers like you! Interested in joining me? I am hosting an hour timeslot starting at 11:30am. Come pack some food and enjoy some light refreshments with us! Bring a family member or friend. Sign up here: https://bit.ly/475kFLg No products will be sold. See thrivent.com/social for important disclosures.

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Join me on Saturday, March 14th, for Muskego Feeds at Lakepoint Church! This annual event is an incredible time for the community to get together and pack meals for hungry people around the world. This year we're filling a full semi-truck shipping container with the help of awesome volunteers like you! Interested in joining me? I am hosting an hour timeslot starting at 11:30am. Come pack some food and enjoy some light refreshments with us! Bring a family member or friend. Sign up here: https://bit.ly/475kFLg No products will be sold. See thrivent.com/social for important disclosures.

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Join me for this free upcoming workshop I am hosting with Michael Meyer! Careful planning can help you get the most out of your Social Security benefits. Savvy Social Security is a free workshop from Thrivent that will help you determine the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes on those benefits. Want to join us? Here are the details: Tuesday, February 17th, 6:30pm at The New Berlin Ale House Light appetizers will be served. Sign up here: http://bit.ly/4airA4O or contact our office at 262-679-3280. No products will be sold. See thrivent.com/social for important disclosures.

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Join me for this free upcoming workshop I am hosting with Michael Meyer! Careful planning can help you get the most out of your Social Security benefits. Savvy Social Security is a free workshop from Thrivent that will help you determine the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes on those benefits. Want to join us? Here are the details: Tuesday, February 17th, 6:30pm at The New Berlin Ale House Light appetizers will be served. Sign up here: http://bit.ly/4airA4O or contact our office at 262-679-3280. No products will be sold. See thrivent.com/social for important disclosures.

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I will be co-presenting at TEMPO Milwaukee's Annual Economic Outlook this Thursday! Will you be attending?! Kick off 2026 with perspective, confidence, and a clearer understanding of what’s ahead at TEMPO’s January Program Meeting: Annual Economic Outlook. 📆 Thursday, January 22, 2026 ⏰ 11:30 AM–1:30 PM 📍 Italian Community Center This signature annual program delivers timely economic insight from top financial leaders. TEMPO is proud to welcome David Royal, Executive Vice President, Chief Financial & Investment Officer, and Treasurer of Thrivent Financial, alongside Melissa Hofmeister, Financial Advisor with Thrivent, for a co-presented outlook on the 2026 economy and markets. You can sign up here: https://bit.ly/48LqAGM No products will be sold.

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I will be co-presenting at TEMPO Milwaukee's Annual Economic Outlook this Thursday! Will you be attending?! Kick off 2026 with perspective, confidence, and a clearer understanding of what’s ahead at TEMPO’s January Program Meeting: Annual Economic Outlook. 📆 Thursday, January 22, 2026 ⏰ 11:30 AM–1:30 PM 📍 Italian Community Center This signature annual program delivers timely economic insight from top financial leaders. TEMPO is proud to welcome David Royal, Executive Vice President, Chief Financial & Investment Officer, and Treasurer of Thrivent Financial, alongside Melissa Hofmeister, Financial Advisor with Thrivent, for a co-presented outlook on the 2026 economy and markets. You can sign up here: https://bit.ly/48LqAGM No products will be sold.

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Join me at this awesome event from TEMPO Milwaukee! Kick off 2026 with perspective, confidence, and a clearer understanding of what’s ahead at TEMPO’s January Program Meeting: Annual Economic Outlook. 📆 Thursday, January 22, 2026 ⏰ 11:30 AM–1:30 PM 📍 Italian Community Center This signature annual program delivers timely economic insight from top financial leaders. TEMPO is proud to welcome David Royal, Executive Vice President, Chief Financial & Investment Officer, and Treasurer of Thrivent Financial, alongside Melissa Hofmeister, Financial Advisor with Thrivent, for a co-presented outlook on the 2026 economy and markets. You can sign up here: https://bit.ly/48LqAGM

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Join me at this awesome event from TEMPO Milwaukee! Kick off 2026 with perspective, confidence, and a clearer understanding of what’s ahead at TEMPO’s January Program Meeting: Annual Economic Outlook. 📆 Thursday, January 22, 2026 ⏰ 11:30 AM–1:30 PM 📍 Italian Community Center This signature annual program delivers timely economic insight from top financial leaders. TEMPO is proud to welcome David Royal, Executive Vice President, Chief Financial & Investment Officer, and Treasurer of Thrivent Financial, alongside Melissa Hofmeister, Financial Advisor with Thrivent, for a co-presented outlook on the 2026 economy and markets. You can sign up here: https://bit.ly/48LqAGM

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Do you have specific financial goals for the new year? Let's chat!

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Do you have specific financial goals for the new year? Let's chat!

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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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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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We've been having so much fun cheering on the Muskego High School Football team this season! Go Warriors!

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We've been having so much fun cheering on the Muskego High School Football team this season! Go Warriors!

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Such a great band concert the other week at Muskego High School. Cole did awesome on the drums!

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Such a great band concert the other week at Muskego High School. Cole did awesome on the drums!

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How to offset inflation's impact on your retirement savings

Inflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its...

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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