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

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Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

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If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ

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I attended the Club E Event last Thursday on “How to Buy a Business” and was reminded how vital project management is throughout the M&A process. Evaluating targets, securing financing, and navigating legal and integration hurdles all require a disciplined, detail-oriented approach. Key takeaways: prioritize revenue predictability, anticipate post-close capital needs, and build a strong advisory team. Effective project management keeps M&A deals on track and maximizes value. Here is what the panel had to say… Angela Trocke, Commercial Banker at Highland Bank, explained that banks need confidence in the target company’s “repeatable” or “predictable” revenue. They review whether client revenue is overly concentrated or spread across multiple relationships. Debbie Walker Kool, Deal Attorney at Frederikson & Byron, stressed the importance of carefully evaluating whether to purchase assets or stock, highlighting the tax and liability implications. She noted critical legal mistakes, like failing to review major customer contracts, overlooking intellectual property ownership, or missing potential litigation risks. Leah Berend, Managing Partner at Marrin Investment Partners, discussed how private equity has evolved to emphasize culture and employee engagement more than ever, partly due to increased competition in the market. She also touched on search funds and entrepreneurship through acquisition, emphasizing that building the right partnerships is crucial to raising deal capital, sourcing transactions, and finding proprietary opportunities. Michael Siegler, Owner and CEO, Fractional Executive and Consultant, shared insights on how to identify “broken” processes and inject fresh capital, energy, and partnerships into a company. Having a stable team of advisors around you—legal, accounting, and banking—can help guide both sides to a successful close. They also noted that M&A deals often face setbacks from misunderstandings, emotions, or new issues. Buyers should secure enough working capital for early operations, as capital needs are frequently underestimated after closing, especially for equipment, hiring, or integration costs. Ensuring ownership of trademarks, domains, and other intangible assets is also essential. #MergersAndAcquisitions #ProjectManagement

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I attended the Club E Event last Thursday on “How to Buy a Business” and was reminded how vital project management is throughout the M&A process. Evaluating targets, securing financing, and navigating legal and integration hurdles all require a disciplined, detail-oriented approach. Key takeaways: prioritize revenue predictability, anticipate post-close capital needs, and build a strong advisory team. Effective project management keeps M&A deals on track and maximizes value. Here is what the panel had to say… Angela Trocke, Commercial Banker at Highland Bank, explained that banks need confidence in the target company’s “repeatable” or “predictable” revenue. They review whether client revenue is overly concentrated or spread across multiple relationships. Debbie Walker Kool, Deal Attorney at Frederikson & Byron, stressed the importance of carefully evaluating whether to purchase assets or stock, highlighting the tax and liability implications. She noted critical legal mistakes, like failing to review major customer contracts, overlooking intellectual property ownership, or missing potential litigation risks. Leah Berend, Managing Partner at Marrin Investment Partners, discussed how private equity has evolved to emphasize culture and employee engagement more than ever, partly due to increased competition in the market. She also touched on search funds and entrepreneurship through acquisition, emphasizing that building the right partnerships is crucial to raising deal capital, sourcing transactions, and finding proprietary opportunities. Michael Siegler, Owner and CEO, Fractional Executive and Consultant, shared insights on how to identify “broken” processes and inject fresh capital, energy, and partnerships into a company. Having a stable team of advisors around you—legal, accounting, and banking—can help guide both sides to a successful close. They also noted that M&A deals often face setbacks from misunderstandings, emotions, or new issues. Buyers should secure enough working capital for early operations, as capital needs are frequently underestimated after closing, especially for equipment, hiring, or integration costs. Ensuring ownership of trademarks, domains, and other intangible assets is also essential. #MergersAndAcquisitions #ProjectManagement

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If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn

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If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn

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Taxes play a big role in how far your money can go in retirement. Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income. Read more: https://bit.ly/3MybMCS Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.

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Taxes play a big role in how far your money can go in retirement. Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income. Read more: https://bit.ly/3MybMCS Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.

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👉 “My kids will figure it out after I’m gone.” This is a common sentiment—and one of the most avoidable estate planning mistakes. A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love. If you have questions or need help getting started, please get in touch. See thrivent.com/social for important disclosures.

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👉 “My kids will figure it out after I’m gone.” This is a common sentiment—and one of the most avoidable estate planning mistakes. A thoughtful estate plan goes beyond distributing your assets. It allows you to clearly communicate your wishes, name trusted decision-makers and ease the emotional and financial burden on the people you love. If you have questions or need help getting started, please get in touch. See thrivent.com/social for important disclosures.

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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

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Retirement planning doesn't stop when you start a business. In fact, that's when it matters more. As a small business owner, you'll want to choose a retirement plan that supports the financial future you're working toward. Which tax-advantaged retirement account fits your goals? This guide breaks down the differences between each option: https://bit.ly/3JqVOcb

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Retirement planning doesn't stop when you start a business. In fact, that's when it matters more. As a small business owner, you'll want to choose a retirement plan that supports the financial future you're working toward. Which tax-advantaged retirement account fits your goals? This guide breaks down the differences between each option: https://bit.ly/3JqVOcb

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When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

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When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter. Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. If you're thinking about your transition strategy, let's connect and walk through your options-step by step. See thrivent.com/social for important disclosures.

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Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money. 🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.

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Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money. 🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.

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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