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Insights

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

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💥 Quick question: What do pebbles and rocks have to do with tax efficient retirement planning? More than you might think… and most families don’t realize it. 😉 When you look at your finances, the rocks are your big long term priorities — retirement income, protecting your family, and leaving a meaningful legacy. The pebbles are the smaller tax decisions that seem tiny… but add up fast. And just like the classic analogy, if you don’t put the rocks in first, the pebbles tend to take over. The good news? I’d love to walk through it with you! With the right tax efficient strategies, you can keep more of what you’ve saved working for the lifestyle you’re building now and the future you feel called to leave behind. 🌿 Let’s make sure your “rocks” are protected. 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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💥 Quick question: What do pebbles and rocks have to do with tax efficient retirement planning? More than you might think… and most families don’t realize it. 😉 When you look at your finances, the rocks are your big long term priorities — retirement income, protecting your family, and leaving a meaningful legacy. The pebbles are the smaller tax decisions that seem tiny… but add up fast. And just like the classic analogy, if you don’t put the rocks in first, the pebbles tend to take over. The good news? I’d love to walk through it with you! With the right tax efficient strategies, you can keep more of what you’ve saved working for the lifestyle you’re building now and the future you feel called to leave behind. 🌿 Let’s make sure your “rocks” are protected. 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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Cookie picture for attention! (Shout out to @Alicia’s Sweets & Treats!) If you took a 60 day sabbatical (on purpose!), would revenue still flow? If not, continuity and exit planning just hit the top of your to do list. Systems beat superheroes. 🦸‍♂️🗂️ #WhereMoneyMeansMore #CEPA #ExitPlanningIsPresentTense #BusinessOwner #VirginiaBusiness #SmallBusiness #Legacy #RVA See thrivent.com/social for important disclosures.

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Cookie picture for attention! (Shout out to @Alicia’s Sweets & Treats!) If you took a 60 day sabbatical (on purpose!), would revenue still flow? If not, continuity and exit planning just hit the top of your to do list. Systems beat superheroes. 🦸‍♂️🗂️ #WhereMoneyMeansMore #CEPA #ExitPlanningIsPresentTense #BusinessOwner #VirginiaBusiness #SmallBusiness #Legacy #RVA See thrivent.com/social for important disclosures.

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Having a little fun in front of the Thrivent backdrop 🍩 Because who says money can’t be meaningful and fun? I loved the energy and creativity at Thrivent's BDC this year ✨ #ThriventLife #MeaningfulWork

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Having a little fun in front of the Thrivent backdrop 🍩 Because who says money can’t be meaningful and fun? I loved the energy and creativity at Thrivent's BDC this year ✨ #ThriventLife #MeaningfulWork

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“The LORD himself goes before you and will be with you” Deut 31:8 You are not alone!

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“The LORD himself goes before you and will be with you” Deut 31:8 You are not alone!

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Wealth transfer strategies: How to leave assets to your loved ones

Passing on assets isn’t just about having a will — it’s about passing on the values, faith, and generosity that shaped your family in the first place. ✨ Planning ahead means your legacy is intentional… not left to chance or to that one family member who swears they “know how this stuff works.” 😅 If you want to make sure your long term plans reflect the things that matter most — your faith, your family, and your future — let’s connect. https://www.thrivent.com/insights/estate-planning/wealth-transfer-strategies-how-to-leave-assets-to-your-loved-ones?email=catalystwealthgroup%40thrivent.com See thrivent.com/social for important disclosures.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

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The InfluencHer Galentine’s Day lunch with NeedlesEye Ministry a few weeks ago was such a blast 💕 I loved connecting with so many inspiring women business owners and truly appreciated the time to share stories. 🤝 Grateful for community, connection, and the power of women lifting each other up. #InfluencHer #GalentinesDay #WomenInBusiness #Community #Networking

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The InfluencHer Galentine’s Day lunch with NeedlesEye Ministry a few weeks ago was such a blast 💕 I loved connecting with so many inspiring women business owners and truly appreciated the time to share stories. 🤝 Grateful for community, connection, and the power of women lifting each other up. #InfluencHer #GalentinesDay #WomenInBusiness #Community #Networking

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I have 5 questions for local business owners out there to ask themselves: • What’s my business really worth? • Who could run this without me? • What’s my real number vs. my tax number? • What’s the timeline? • How do I want to be remembered? Answer honestly → better decisions. 📝🔍 A Certified Exit Planning Advisor is not only helpful for a future vague date. You should know your options now! #WhereMoneyMeansMore #CEPA #ExitPlanningIsPresentTense #BusinessOwner #VirginiaBusiness #SmallBusiness #Legacy #RVA See thrivent.com/social for important disclosures.

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I have 5 questions for local business owners out there to ask themselves: • What’s my business really worth? • Who could run this without me? • What’s my real number vs. my tax number? • What’s the timeline? • How do I want to be remembered? Answer honestly → better decisions. 📝🔍 A Certified Exit Planning Advisor is not only helpful for a future vague date. You should know your options now! #WhereMoneyMeansMore #CEPA #ExitPlanningIsPresentTense #BusinessOwner #VirginiaBusiness #SmallBusiness #Legacy #RVA See thrivent.com/social for important disclosures.

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Always a blast running into Dana Vlasics at Thrivent conferences! 🎉 No matter the city, we pick up right where we left off—laughing, learning, and cheering each other on. Grateful for colleagues who make this journey even more fun 🤗

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Always a blast running into Dana Vlasics at Thrivent conferences! 🎉 No matter the city, we pick up right where we left off—laughing, learning, and cheering each other on. Grateful for colleagues who make this journey even more fun 🤗

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“But he knows the way that I take; when he has tested me, I will come forth as gold.” Job 23:10 NIV Even the windy roads can lead somewhere good.

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“But he knows the way that I take; when he has tested me, I will come forth as gold.” Job 23:10 NIV Even the windy roads can lead somewhere good.

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““Every great dream begins with a dreamer. Always remember, you have within you the strength, the patience and the passion to reach for the stars, to change the world.” —Harriet Tubman, abolitionist and activist

““Every great dream begins with a dreamer. Always remember, you have within you the strength, the patience and the passion to reach for the stars, to change the world.” —Harriet Tubman, abolitionist and activist

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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