Jackie Breed- Thrivent

06/24/2026

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and how they can help you support the causes you care about in a tax-efficient way.

06/23/2026

Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move.

🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging.

🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk.

Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you.

See thrivent.com/social for important disclosures.

06/22/2026

Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings.

Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB

06/21/2026

Sending love and gratitude to all the dads and father figures who made us who we are today. Happy Father’s Day!

06/21/2026

Inflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its effects.

06/20/2026

Feeling behind on retirement savings? You’re not alone.

No matter your age, there are steps you can take—and every step forward counts.

Not sure where to start? Let’s talk. Together, we can create a personalized strategy to help you work toward your retirement goals.

See thrivent.com/social for important disclosures.

06/19/2026

While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.

Consider these charitable giving strategies: https://bit.ly/3IZ1x9f

06/18/2026

👉 “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.

06/17/2026

Estate planning isn’t just for the wealthy—it’s for everyone.

If you own a home, car, savings, investments or heirlooms, you have an estate. A plan ensures those assets will be protected and passed on according to your wishes.

Learn more about the basics and benefits of estate planning: https://bit.ly/434iF42

👉 Have questions or want to explore your options? Don’t hesitate to get in touch.

06/16/2026

The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises.

Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers.

➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss.

See thrivent.com/social for important disclosures.