David Brown - Thrivent

David Brown - Thrivent Let’s plan your financial future together.

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up toda...
09/02/2026

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get th...
08/31/2026

Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️

Taxes may not be the most exciting aspect of investing, but it's important to understand the basics of how they impact your investment income.

What are common mistakes people make when investing?​1️⃣ Lacking diversification​2️⃣ Trying to time the market​3️⃣ Inves...
08/28/2026

What are common mistakes people make when investing?​

1️⃣ Lacking diversification​
2️⃣ Trying to time the market​
3️⃣ Investing with your emotions​
4️⃣ Ignoring fees and taxes​

For more mistakes to watch out for and smart strategies to consider. 👇

If you're not a pro at investing, you can get tripped up. Here's what you need to know to sidestep common investment pitfalls and make the most of your money.

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market perf...
08/26/2026

A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.

Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.

As you approach retirement, your focus may shift from building up a nest egg to ensuring you have ongoing income to cover expenses. A variable annuity is designed to help you accumulate assets for the long-term with the option of converting those savings into a lifetime income stream in retirement.

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.Taking...
08/24/2026

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small ...
08/21/2026

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

Disability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to...
08/19/2026

Disability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️

No one expects to get sick or injured. But 1 in 4 of today's 20-year-olds can expect to experience a disabling event before they reach retirement age, whether it's for a few weeks or a long-term change in their ability to work. That's why disability income insurance is more than just a…

There are different types of annuities, and it’s important to understand which one is right for your financial situation...
08/17/2026

There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
05/10/2026

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
04/05/2026

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

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153 S. Oakland Avenue, Suite 1002
Rock Hill, SC
29730

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