Sheri Swackhamer - Thrivent

02/28/2026

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 for your retirement timeline.

02/27/2026

After taking my client grocery shopping 🛒 monthly on a Friday, we typically have lunch together. Today we chose Mexican food - tacos and yummy enchiladas 😋

02/27/2026

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.

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.

02/26/2026

From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn

02/24/2026

Roadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇

Sure, it’s important to save for retirement. But other major priorities, such as your kids’ tuition, or a big wedding to plan, could throw you off course.

02/24/2026

Your financial future deserves more than guesswork — it deserves a strategy built around your goals, your timeline, and what matters most to you.
Let’s talk about how intentional investing and thoughtful planning can help you move forward with clarity and confidence.

See thrivent.com/social for important disclosures

02/21/2026

Looking for a kid-friendly way to teach financial literacy? Try the Spend, Save, Give method. It allows them to:
⭐ Spend on things they want
⭐ Save for something big
⭐ Give to make a difference

Kids learn best by doing. This simple approach turns money lessons into real-life choices—helping instill discipline and prioritization. And if generosity is part of your family values, it’s a great way to pass that on early.

02/19/2026

I can help stress test your plan.
📱(571) 970-0454
💻https://bit.ly/3MvWr67

For more information visit Thrivent.com/social.

02/17/2026

Let's connect! ---->(571) 970-0454

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.

02/17/2026

One of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️

Teenagers tend to live in the here and now, especially when it comes to money. In just a few short years, however, they'll need to make important financial decisions—like choosing a college or finding an apartment—that require a more long-term outlook.

02/14/2026

Wishing you a day filled with kindness, connection and love. Happy Valentine’s Day!