Mandy Roberts - Thrivent

09/07/2026

Wishing you and your loved ones a safe and relaxing Labor Day.

09/02/2026

Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with meaningful conversations with your beneficiaries, ensuring your intentions are understood and your values live on.

08/10/2026

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.

08/05/2026

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.

Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.

A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

07/25/2026

Is there someone you admire so much that if you met them in person, you’d cry?

I didn’t think I felt that way about anyone…

And then I had ten minutes one on one with Jessie Diggins, four time Olympic medalist. And while I managed to talk to her, my eyes just would not stop leaking.

Not only is she an icon of the international nordic ski world, she is a brave and sincere advocate for mental health, eating disorders, and climate change. Check out her book Brave Enough, or her new documentary Threshold.

She’s a role model for me, my kids, and I whole lot of other people I really admire not just because of her dedication and discipline but because of her humanity and humility.

In those ten leaky minutes I tried to explain how meaningful her impact has been to me and my kids personally, and I saw a couple twinkles in her eyes too. She’s the real deal. And just being in her presence and hearing her speech forced a couple questions I’ll be ruminating on:

Am I attending to my health in a way that allows me to perform at my best? What can I do to share more of the lessons I’ve been so fortunate to learn?

Thanks so much for the 2026 National Women’s Conference…. I never thought I’d hold Olympic Medals of one of my greatest inspirations.

07/21/2026

The Wausau Night Market was incredible! We were able to hand out Market Vendor Survival Kits to our awesome sellers, and pick up more than a few treats. August will be the last one-you don’t want to miss it.

07/08/2026

Our office has been buzzing this summer!

Mallory Ninabuck is our summer intern, learning about being an advisor while studying for the SIE and majoring in Finance and Accounting and minoring in Math at UW Eau Claire. She has a very bright future.

Krista Karow has joined our office, returning to Thrivent with 20 years experience as an advisor. She brings a wealth of experience and fun. We’ll be hosting events in the near future to welcome her, we look forward to having you join us.

07/04/2026

Have a fun and memorable Fourth of July celebration!

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!