Shannon James, CEPA, FIC, BFA - Thrivent

04/05/2026

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.

02/27/2026

"I give you thanks, O LORD, with my whole heart; before the gods I sing your praise." - Psalm 138:1

02/26/2026

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

02/25/2026

Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on.

Early-stage entrepreneurs may face:
✅ Unpredictable income
✅ Tax complexity
✅ Blurred lines between personal and business finances
✅ High debt levels
✅ Difficulty saving for the future

A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence.

See thrivent.com/social for important disclosures.

02/24/2026

Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

02/22/2026

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.

02/20/2026

"Trust in the Lord with all your heart and lean not on your own understanding; in all your ways submit to him, and he will make your paths straight." - Proverbs 3:5-6

02/20/2026

"To you, O LORD, I lift up my soul." - Psalm 25:1

02/19/2026

Retirement can feel like it’s a lifetime away—until suddenly it’s not.

Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement.

Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin

02/18/2026

👉 “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.

02/17/2026

When you're in your 20s or 30s, estate planning might not be top of mind—but it should be.

For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf.

Learn more about the key documents that can help: https://bit.ly/42xHjda

02/16/2026

Beneficiary designations are a simple yet powerful way to ensure your assets will be distributed according to your wishes.

If you've experienced a major life event—or if it's just been a while—reviewing your beneficiary designations is a smart move. Here’s what to know: https://bit.ly/48nJtQr

👉 If you have questions or need help updating your designations, don’t hesitate to reach out.