Karly Hoerig, CFP, MBA - Thrivent

Karly Hoerig, CFP, MBA - Thrivent Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed.

My goal in working with you is that you will always understand your financial plan, the reasoning behind each recommendation, and how your strategy is designed to reduce unnecessary risk while supporting long-term financial confidence. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

How confident do you feel about your retirement plan?Take this 60‑second check-in and get your Retirement Confidence Sco...
05/26/2026

How confident do you feel about your retirement plan?
Take this 60‑second check-in and get your Retirement Confidence Score 👇
https://bit.ly/4wI9WSi

If you’d like help turning uncertainty into a real plan, I’m happy to walk through your results and next steps. 👉 Schedule a time to connect: https://bit.ly/4dOE06e

Disclosures: thrivent.com/social

To all who served and sacrificed for our freedom, thank you.
05/25/2026

To all who served and sacrificed for our freedom, thank you.

MYTH: You have to sacrifice everything you enjoy today to have a secure financial future tomorrow. REALITY: Good financi...
05/22/2026

MYTH: You have to sacrifice everything you enjoy today to have a secure financial future tomorrow.
REALITY: Good financial planning isn’t about deprivation. It’s about prioritization. It’s making sure your bills and future are taken care of first, so you can spend money on the things you love today – guilt free!!
If your current plan makes you feel trapped instead of empowered, it might be time to tweak the strategy.
Enjoy the Memorial Day Weekend! Tell me below: What’s one “guilt-free” thing you’re looking forward to this weekend? 🍔🌭🍦
See thrivent.com/social for important disclosures.

🤔 Inherited an IRA and not sure what happens next?• Do you know if you have to withdraw it within 10 years? • Are annual...
05/19/2026

🤔 Inherited an IRA and not sure what happens next?
• Do you know if you have to withdraw it within 10 years?
• Are annual distributions required in your situation?
• How will those withdrawals impact your taxes each year?
Before making any decisions, it may help to talk through your options with a financial professional who can help you understand how these rules apply to your situation.
📩 Feel free to reach out if you'd like to have a conversation https://bit.ly/4fvapkv
See thrivent.com/social for important disclosures.

When should you take Social Security?It’s one of the biggest financial decisions you’ll make in retirement—and many peop...
05/13/2026

When should you take Social Security?
It’s one of the biggest financial decisions you’ll make in retirement—and many people don’t realize the long-term impact.
Most people focus on the monthly benefit amount.
But the real question is:
👉 How does this decision affect your lifetime income?
For example:

Claiming early may mean receiving benefits sooner
Waiting can increase your monthly benefit

The difference? Potentially thousands of dollars over time depending on your situation.
There’s no one-size-fits-all answer—but understanding your options can help you make a more informed decision.
If you’ve ever wondered how Social Security fits into your retirement plan, you’re not alone. It’s a key piece of the bigger picture.

📩 Feel free to reach out if you'd like to have a conversation about how this decision fits into your overall financial goals. https://bit.ly/4tu3xrf

See thrivent.com/social for important disclosures.

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!

What are your biggest retirement concerns?• Taxes• Outliving your money• Replacing your paycheck• Market volatility• Ris...
05/05/2026

What are your biggest retirement concerns?
• Taxes
• Outliving your money
• Replacing your paycheck
• Market volatility
• Rising healthcare costs
You’re not alone—these are some of the most common questions people have as they think about retirement.
A Dedicated Financial Plan is designed around your goals and priorities and can help identify strategies to address the concerns that matter most to you.
📅 Let’s talk about what planning could look like for you.
Schedule a meeting here:
https://bit.ly/4nuIVxL
See thrivent.com/social for important disclosure information.

Why it matters:It helps ensure advice is thoughtful, transparent, and aligned with what matters most to you.https://bit....
04/27/2026

Why it matters:
It helps ensure advice is thoughtful, transparent, and aligned with what matters most to you.

https://bit.ly/423Amjo
Disclosures: thrivent.com/social

New baby, new responsibilities—and a few important updates that can easily get missed in the busy days. 🍼✨Questions abou...
04/22/2026

New baby, new responsibilities—and a few important updates that can easily get missed in the busy days. 🍼✨
Questions about where to start or what to prioritize first? Send me a message—I’m glad to help you create a clear game plan.
https://bit.ly/3QG1TVz
Disclosure: See thrivent.com/social for important disclosures.

Paying too much in taxes? A Dedicated Financial Plan can be tailored to your goals and unique situation and may help you...
04/15/2026

Paying too much in taxes? A Dedicated Financial Plan can be tailored to your goals and unique situation and may help you identify tax-aware strategies as part of your overall financial picture. Schedule a meeting with me today to discuss what planning could look like for you.
https://bit.ly/4vnBbkq
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
See thrivent.com/social for important disclosure information.

A common retirement mistake I see is mismanaging withdrawals.How and when you take money from your accounts can play an ...
04/07/2026

A common retirement mistake I see is mismanaging withdrawals.
How and when you take money from your accounts can play an important role in how long your savings may last.
If you’d like to talk through general strategies to help avoid common withdrawal missteps, schedule time with me today. https://bit.ly/4md0ilO
See thrivent.com/social for important disclosures.

Address

1501 E Mockingbird Lane Suite 272
Victoria, TX
77904

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 8pm

Website

https://calendly.com/karly-hoerig-thrivent/thrivent-meeting

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