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Insights

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

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Retirement planning isn’t just about saving — it’s about using your money wisely. Thoughtful, tax-efficient strategies can help you spend more time with family, continue growing, travel, and contribute in meaningful ways. When your plan reflects both your goals and your values, every financial decision becomes more powerful. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures. #TaxSmart #RetirementReady #FinancialPlanning #WealthWithPurpose #PlanWithIntention #InvestWithPurpose #LifeByDesign #FutureYou #MoneyWithMeaning

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Retirement planning isn’t just about saving — it’s about using your money wisely. Thoughtful, tax-efficient strategies can help you spend more time with family, continue growing, travel, and contribute in meaningful ways. When your plan reflects both your goals and your values, every financial decision becomes more powerful. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures. #TaxSmart #RetirementReady #FinancialPlanning #WealthWithPurpose #PlanWithIntention #InvestWithPurpose #LifeByDesign #FutureYou #MoneyWithMeaning

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Your journey deserves a professional that genuinely believes in your vision. 📲410-952-4536 For disclosure information, see thrivent.com/social. #ValuesDriven #FinancialConfidence #TeamWithPurpose #FutureFocused

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Your journey deserves a professional that genuinely believes in your vision. 📲410-952-4536 For disclosure information, see thrivent.com/social. #ValuesDriven #FinancialConfidence #TeamWithPurpose #FutureFocused

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With my innovative approach, extensive knowledge, and compassionate nature, I can assist in stress-testing your plan. https://connect.thrivent.com/terri-meekins For more information visit Thrivent.com/social. #RetirementPlanning #FinancialConfidence

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With my innovative approach, extensive knowledge, and compassionate nature, I can assist in stress-testing your plan. https://connect.thrivent.com/terri-meekins For more information visit Thrivent.com/social. #RetirementPlanning #FinancialConfidence

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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If you’re ready to take a closer look at your financial picture and turn questions into a clear plan, let’s start the conversation. Whether you’re focused on growing your wealth, protecting what matters most, or preparing for the future, the right strategy can make all the difference. Message me to schedule a conversation and take the next step with confidence. https://connect.thrivent.com/terri-meekins For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #ClarityTodayConfidenceTomorrow #FinancialPlanning #FutureFocused #WealthStrategy #PlanWithPurpose #SmartMoneyMoves #RetirementReady #ProtectWhatMatters #NextStep

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If you’re ready to take a closer look at your financial picture and turn questions into a clear plan, let’s start the conversation. Whether you’re focused on growing your wealth, protecting what matters most, or preparing for the future, the right strategy can make all the difference. Message me to schedule a conversation and take the next step with confidence. https://connect.thrivent.com/terri-meekins For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #ClarityTodayConfidenceTomorrow #FinancialPlanning #FutureFocused #WealthStrategy #PlanWithPurpose #SmartMoneyMoves #RetirementReady #ProtectWhatMatters #NextStep

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I help create a strategy based on your values and goals. 📲410-952-4536 https://bit.ly/4rsI1lP For additional disclosures see Thrivent.com/social

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I help create a strategy based on your values and goals. 📲410-952-4536 https://bit.ly/4rsI1lP For additional disclosures see Thrivent.com/social

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Let's connect! https://bit.ly/3Z2ARZD For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Let's connect! https://bit.ly/3Z2ARZD For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Taxes are inherently complex—but I see them as a puzzle. Every situation is different, and I enjoy working through the details to uncover opportunities and build a thoughtful, well-coordinated tax strategy. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures. #TaxStrategy #SmartPlanning #FinancialAdvisor #HolisticPlanning #TaxEfficiency #WealthPlanning #StrategicThinking

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Taxes are inherently complex—but I see them as a puzzle. Every situation is different, and I enjoy working through the details to uncover opportunities and build a thoughtful, well-coordinated tax strategy. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures. #TaxStrategy #SmartPlanning #FinancialAdvisor #HolisticPlanning #TaxEfficiency #WealthPlanning #StrategicThinking

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages. Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want. https://connect.thrivent.com/terri-meekins For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney

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An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages. Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want. https://connect.thrivent.com/terri-meekins For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney

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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