Michele Traver - Thrivent

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.

07/21/2026

Some annuities provide for inflation-adjusted payments, which can potentially help maintain your financial security during unpredictable times. Explore key details about this type of contract and if it suits your individual needs: https://bit.ly/4oHggWt

07/16/2026

You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c

07/14/2026

Last night we were joined by Heidi McCulloch Hora who taught us how to make these lovely floral arrangements at our complimentary divorce workshop.

Our divorce workshops are designed to help our divorced clients rediscover joy during and post-divorce.