Michele Traver - Thrivent

09/09/2026

Please follow Mark Beckman - Thrivent and I on our team page! 👇🏻

Mainstay Financial Group - Thrivent

09/07/2026

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

08/31/2026

Please follow Mark & I on our team page!

Mainstay Financial Group - Thrivent

Over the past few years, we have focused on growing our team and combining our experience to create a more consistent client experience. As part of that continued evolution, we are excited to extend those changes to our online presence. Beginning September 14, we will no longer be posting on our individual profiles. Instead, we invite you to follow our team page, where we will continue to share updates, insights, and resources designed to serve you better.

08/25/2026

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

08/21/2026

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.

Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.

For additional interest rates and other important information: https://bit.ly/4fIaSQk

See thrivent.com/social for important disclosures.

08/18/2026

We had so much fun at our Women, Wealth, & Wisdom Workshop last night- we even forgot to take photos.

We ate a delicious dinner at Kingston's Steakhouse, enjoyed great conversation, and learned more about the uniqueness of financial literacy as women.

We also talked about our wants, needs, and wishes as it relates to our financial goals.

If you weren't able to join us, you can ask yourself two simple questions and then ask us how we can help you make it a reality :)

08/11/2026

👉 “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.

08/03/2026

Join us for our complimentary workshop focusing on all things women & finance.

Dinner will be served.

RSVP: Call 319-204-5616 or Email [email protected]

Monday, August 17th, at Kingston's Steakhouse

07/31/2026

07/23/2026

Let’s have a conversation about what type of annuity may fit your goals and preferred level of risk.​

See thrivent.com/social for important disclosures.