Karly Hoerig, CFP, MBA - Thrivent

06/25/2026

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:

1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.

Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️

Taking the time to create a financial plan offers a roadmap for reaching your financial goals—emotional and financial. Learn how a financial plan helps organize income, savings, investments and insurance to balance your priorities for the future.

06/22/2026

Being on a budget doesn’t mean you can’t vacation…
It just means you have to decide:
👉 What’s worth it?
👉 What’s not?
Because the truth is—most people don’t regret the trip.
They regret how they paid for it.
💡 A little planning upfront can make your time away feel a lot more relaxing when you get home.
Quick gut check:
Is your next trip…
A) Already saved for
B) Partially planned
C) “I’ll figure it out later” 😅

See thrivent.com/social for disclosures.

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!

06/15/2026

Stop guessing with your money.
Seriously—are you?
❓ Winging it and hoping things work out?
❓ Making decisions without knowing the real risks?
❓ Just “feeling” like you’re on track?
Or…
✅ Do you actually have a strategy behind your decisions?
✅ Do you understand the trade-offs you’re making?
✅ Do you know what your plan is built to handle?
Because here’s the truth:
Financial confidence doesn’t come from hoping—it comes from having a plan.

👉 Quick gut check:
Which one are you right now— guessing or planning?
(Drop a 👍 for planning or a 🤔 for still figuring it out)

If you want help turning “I think I’m okay” into “I know I’m on track,” I’m here to help.

For additional disclosures, see thrivent.com/social

06/08/2026

🚫 Myth: Budgeting = no fun
✅ Reality: Budgeting lets you spend on purpose

Most people think budgeting means saying no to:
❌ Date nights
❌ Vacations
❌ Coffee runs
But in reality…
💡 A good budget helps you say YES to what matters most
It’s not about cutting everything out.
It’s about choosing what’s worth it to you.

When you know where your money is going:
✔️ You can spend without guilt
✔️ You can prioritize your goals
✔️ You can actually enjoy your money more

Because fun isn’t the problem—
👉 mindless spending is

What’s one thing you’d still want in your budget no matter what?

See thrivent.com/social for important disclosures.

06/01/2026

If you could go back 10 years financially… what would you change?
.. It's never too late to make a better plan.

Curious to hear—drop your answer below 👇

See thrivent.com/social for important disclosure information.

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

05/25/2026

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

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.

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.