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Insights

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

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One of the biggest retirement concerns is making savings last as long as you do. This article explores strategies to help reduce that risk: 👉 https://money.com/retirement-outlive-savings-avoid/ If you’d like to talk through your own plan, I’m here to help. https://connect.thrivent.com/michael-sell #RetirementIncome #DallasFinancialAdvisor #PlanningAhead #CFP See thrivent.com/social for disclosures

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One of the biggest retirement concerns is making savings last as long as you do. This article explores strategies to help reduce that risk: 👉 https://money.com/retirement-outlive-savings-avoid/ If you’d like to talk through your own plan, I’m here to help. https://connect.thrivent.com/michael-sell #RetirementIncome #DallasFinancialAdvisor #PlanningAhead #CFP See thrivent.com/social for disclosures

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2026 IRA contribution deadline: There's still time to maximize your savings

April 15 is coming up, but you still have time to take action. See all the details on 2025 IRA contributions. ⬇️

The calendar has officially flipped to 2026, but you can still contribute to an Individual Retirement Account (IRA) for the 2025 tax year.

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If retirement is getting closer, now is the time to prioritize the big pieces — savings, income planning, healthcare, and lifestyle goals. This article offers helpful insight: 👉 https://www.thrivent.com/insights/retirement-planning/how-much-money-does-a-couple-need-to-retire-comfortably Let’s review where you stand today. https://connect.thrivent.com/michael-sell #RetirementCountdown #DallasRetirees #FinancialPlanning #FutureFocused See thrivent.com/social for disclosures

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If retirement is getting closer, now is the time to prioritize the big pieces — savings, income planning, healthcare, and lifestyle goals. This article offers helpful insight: 👉 https://www.thrivent.com/insights/retirement-planning/how-much-money-does-a-couple-need-to-retire-comfortably Let’s review where you stand today. https://connect.thrivent.com/michael-sell #RetirementCountdown #DallasRetirees #FinancialPlanning #FutureFocused See thrivent.com/social for disclosures

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Retirement savings by age: What's average & what's recommended

Curious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇

Wondering if your retirement savings are on track? Learn how much people have saved by age on average and what those numbers can—and can't—tell you...

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Taxes don’t stop in retirement — which is why planning ahead matters. This resource highlights key considerations for preparing your retirement strategy: 👉 https://www.thrivent.com/save-for-retirement Let’s review what steps may make sense for your situation. https://connect.thrivent.com/michael-sell #RetirementTaxes #DallasFinancialAdvisor #FinancialPlanning #CFP See thrivent.com/social for disclosures

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Taxes don’t stop in retirement — which is why planning ahead matters. This resource highlights key considerations for preparing your retirement strategy: 👉 https://www.thrivent.com/save-for-retirement Let’s review what steps may make sense for your situation. https://connect.thrivent.com/michael-sell #RetirementTaxes #DallasFinancialAdvisor #FinancialPlanning #CFP See thrivent.com/social for disclosures

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When should you start Social Security — 62, full retirement age, or later? Timing can make a big difference in your lifetime benefits. This article breaks down what retirees should consider: 👉 https://www.retirementliving.com/timing-is-everything-what-retirees-should-consider-before-claiming-social-security If you’d like help reviewing your options, let’s connect. https://connect.thrivent.com/michael-sell #SocialSecurityPlanning #RetirementIncome #DallasRetirees #FinancialStrategy See thrivent.com/social for disclosures

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When should you start Social Security — 62, full retirement age, or later? Timing can make a big difference in your lifetime benefits. This article breaks down what retirees should consider: 👉 https://www.retirementliving.com/timing-is-everything-what-retirees-should-consider-before-claiming-social-security If you’d like help reviewing your options, let’s connect. https://connect.thrivent.com/michael-sell #SocialSecurityPlanning #RetirementIncome #DallasRetirees #FinancialStrategy See thrivent.com/social for disclosures

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Are your retirement savings on track?

Want to help boost your 2025 tax savings? Let's connect to explore how you can balance your retirement goals with your day-to-day.

How much you need to save depends on your income, lifestyle and retirement goals. Connect with your financial advisor today to take advantage of urgent options...

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👋 6 Quick Facts About Me You’ll find a few quick facts about me in today’s graphic — but I’d love to hear from you too. What’s one thing you’d want your financial professional to understand about your retirement goals or next chapter in life? Drop it in the comments ⬇️ And if you’re new here, welcome! I work with pre-retirees and retirees across the Dallas area to help them prepare for what’s ahead. #AdvisorIntro #DallasFinancialAdvisor #MeetYourAdvisor #RetirementPlanning See thrivent.com/social for disclosures

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👋 6 Quick Facts About Me You’ll find a few quick facts about me in today’s graphic — but I’d love to hear from you too. What’s one thing you’d want your financial professional to understand about your retirement goals or next chapter in life? Drop it in the comments ⬇️ And if you’re new here, welcome! I work with pre-retirees and retirees across the Dallas area to help them prepare for what’s ahead. #AdvisorIntro #DallasFinancialAdvisor #MeetYourAdvisor #RetirementPlanning See thrivent.com/social for disclosures

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🌟 Values at the Heart of My Business — Guidance One of the most meaningful parts of my work is helping families feel informed about their financial decisions — especially as retirement approaches. Clear conversations and thoughtful planning can make a big difference over time. If you’re ready for a review, let’s talk. https://connect.thrivent.com/michael-sell #FinancialGuidance #DallasFinancialAdvisor #RetirementReady #CFP See thrivent.com/social for disclosures

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🌟 Values at the Heart of My Business — Guidance One of the most meaningful parts of my work is helping families feel informed about their financial decisions — especially as retirement approaches. Clear conversations and thoughtful planning can make a big difference over time. If you’re ready for a review, let’s talk. https://connect.thrivent.com/michael-sell #FinancialGuidance #DallasFinancialAdvisor #RetirementReady #CFP See thrivent.com/social for disclosures

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🌿 Values at the Heart of My Business — Faith My faith shapes how I approach my work and the way I serve families in the Dallas community. It reminds me that financial planning is about more than numbers — it’s about stewardship, generosity, and preparing for the future you care about most. If those values matter to you too, I’d enjoy connecting. #ValuesDriven #DallasFinancialAdvisor #RetirementPlanning #FaithInAction See thrivent.com/social for disclosures

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🌿 Values at the Heart of My Business — Faith My faith shapes how I approach my work and the way I serve families in the Dallas community. It reminds me that financial planning is about more than numbers — it’s about stewardship, generosity, and preparing for the future you care about most. If those values matter to you too, I’d enjoy connecting. #ValuesDriven #DallasFinancialAdvisor #RetirementPlanning #FaithInAction See thrivent.com/social for disclosures

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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